Tenzing Global Management, Llc Portfolio Stock Holdings
Tenzing Global Management, Llc disclosed 14 stock positions valued at approximately $120.6 million in its latest SEC 13F filing. The largest holdings include META PLATFORMS INC, HERBALIFE LTD, and UBER TECHNOLOGIES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $120.6M
Holdings by Sector
Tenzing Global Management, Llc Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | META | Communication Services | 20.17% | 42,500 | +42,500 | +100.00% | $24,315,525 |
| HERBALIFE LTD | G4412G101 | Other | 12.82% | 1,050,000 | -200,000 | -16.00% | $15,456,000 |
| UBER TECHNOLOGIES INC | UBER | Technology | 11.49% | 192,500 | +192,500 | +100.00% | $13,846,525 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 11.21% | 40,000 | - | - | $13,518,000 |
| NETFLIX INC. | NFLX | Communication Services | 9.97% | 125,000 | +50,000 | +66.67% | $12,018,750 |
| FASTLY INC | FSLY | Technology | 6.03% | 250,000 | +250,000 | +100.00% | $7,265,000 |
| DAVE INC | DAVE | Technology | 5.78% | 40,000 | +30,000 | +300.00% | $6,963,600 |
| ALPHABET INC | GOOGL | Communication Services | 5.37% | 22,500 | -20,000 | -47.06% | $6,470,100 |
| NEXTPOWER INC | NXT | Technology | 4.00% | 40,000 | -122,500 | -75.38% | $4,822,000 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 3.07% | 225,000 | -160,000 | -41.56% | $3,703,500 |
| XPEL INC | XPEL | Consumer Cyclical | 2.75% | 75,000 | +75,000 | +100.00% | $3,319,500 |
| CHIME FINL INC | CHYM | Other | 2.33% | 150,000 | -300,000 | -66.67% | $2,809,500 |
| NETGEAR INC | NTGR | Technology | 1.81% | 100,000 | -400,000 | -80.00% | $2,184,000 |