Tenzing Global Management, LLC
Net seller this quarter
$216M
18
-$9.92M
45.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 META | $14.1M | 6.51% | Not reported | -41.2% | Q1 2018 |
 HLF | $13.2M | 6.08% | 0.95% | -4.8% | Q1 2025 |
 UBER | $12.6M | 5.83% | 0.01% | -9.1% | Q3 2019 |
 NVDA | $12.5M | 5.78% | 0.00% | New | Q2 2026 |
 NFLX | $11.6M | 5.36% | 0.00% | +30.0% | Q2 2024 |
 TSM | $8.36M | 3.86% | 0.00% | -56.3% | Q1 2024 |
 EVC | $7.5M | 3.46% | Not reported | New | Q2 2026 |
 CART | $7.1M | 3.28% | 0.06% | New | Q2 2026 |
 NTGR | $7.01M | 3.24% | 1.11% | +200.0% | Q3 2024 |
 RDDT | $3.91M | 1.80% | Not reported | New | Q2 2026 |
 DAVE | $3.73M | 1.72% | Not reported | -75.0% | Q2 2025 |
 WOLF | $3.62M | 1.67% | 0.14% | Not reported | Q3 2022 |
 BIDU | $2.86M | 1.32% | Not reported | New | Q2 2026 |
 PRE | $2.39M | 1.10% | 0.74% | -37.5% | Q1 2026 |
 LULU | $2.28M | 1.05% | 0.02% | Not reported | Q3 2025 |
 GNRC | $2.2M | 1.01% | 0.01% | Not reported | Q4 2025 |
 FOXF | $2.12M | 0.98% | 0.30% | -44.4% | Q2 2025 |
 GOOGL | $1.79M | 0.83% | 0.00% | -77.8% | Q3 2025 |
| Q1 2026 | |||||
| META | $24.3M | 20.17% | Not reported | Not reported | Q1 2018 |
| HLF | $15.5M | 12.82% | 1.02% | -16.0% | Q1 2025 |
| UBER | $13.8M | 11.49% | 0.01% | Not reported | Q3 2019 |
| TSM | $13.5M | 11.21% | 0.00% | Not reported | Q1 2024 |
| NFLX | $12M | 9.97% | 0.00% | +66.7% | Q2 2024 |
 FSLY | $7.27M | 6.03% | 0.16% | Not reported | Q3 2019 |
| DAVE | $6.96M | 5.78% | Not reported | +300.0% | Q2 2025 |
| GOOGL | $6.47M | 5.37% | 0.00% | -47.1% | Q3 2025 |
 NXT | $4.82M | 4.00% | 0.03% | -75.4% | Q1 2023 |
| PRE | $3.86M | 3.21% | 1.19% | New | Q1 2026 |
| FOXF | $3.7M | 3.07% | 0.54% | -41.6% | Q2 2025 |
 XPEL | $3.32M | 2.75% | 0.27% | New | Q1 2026 |
 CHYM | $2.81M | 2.33% | 0.22% | -66.7% | Q4 2025 |
| NTGR | $2.18M | 1.81% | 0.36% | -80.0% | Q3 2024 |
| Q4 2025 | |||||
| HLF | $16.1M | 9.64% | 1.21% | +17.7% | Q1 2025 |
| NXT | $14.2M | 8.47% | 0.12% | +225.0% | Q1 2023 |
| GOOGL | $13.3M | 7.96% | 0.00% | +70.0% | Q3 2025 |
| NTGR | $12.3M | 7.34% | 1.79% | Not reported | Q3 2024 |
| TSM | $12.2M | 7.27% | 0.00% | +100.0% | Q1 2024 |
| CHYM | $11.3M | 6.78% | 0.67% | New | Q4 2025 |
 URBN | $7.53M | 4.50% | 0.11% | -18.4% | Q2 2025 |
| NFLX | $7.03M | 4.21% | 0.00% | +114.3% | Q2 2024 |
| FOXF | $6.59M | 3.94% | 0.92% | -23.0% | Q2 2025 |
| GNRC | $6.14M | 3.67% | 0.08% | New | Q4 2025 |
 ONON | $3.49M | 2.09% | 0.03% | Not reported | Q3 2021 |
| DAVE | $2.21M | 1.32% | Not reported | -66.7% | Q2 2025 |
 TYGO | $2.16M | 1.29% | 2.22% | +95.4% | Q3 2025 |
 YELP | $1.82M | 1.09% | 0.10% | Not reported | Q4 2016 |
 GOGO | $1.63M | 0.98% | 0.26% | -70.2% | Q1 2019 |
| Q3 2025 | |||||
| NTGR | $16.2M | 8.91% | 1.72% | -16.7% | Q3 2024 |
| FOXF | $12.1M | 6.68% | 1.20% | +42.9% | Q2 2025 |
| GOGO | $10.1M | 5.55% | 0.88% | -47.2% | Q1 2019 |
 YEXT | $9.8M | 5.39% | 0.93% | -9.8% | Q4 2022 |
| HLF | $8.97M | 4.93% | 1.03% | +150.0% | Q1 2025 |
| URBN | $8.75M | 4.81% | 0.14% | +6.5% | Q2 2025 |
 AMAT | $8.19M | 4.51% | 0.01% | +14.3% | Q2 2025 |
 SIG | $7.67M | 4.22% | 0.20% | New | Q3 2025 |
 AEO | $7.49M | 4.12% | 0.26% | New | Q3 2025 |
| GOOGL | $6.08M | 3.34% | 0.00% | New | Q3 2025 |
| DAVE | $5.98M | 3.29% | Not reported | +25.0% | Q2 2025 |
| LULU | $5.78M | 3.18% | 0.03% | New | Q3 2025 |
| TSM | $5.59M | 3.07% | 0.00% | -61.9% | Q1 2024 |
 PTON | $4.73M | 2.60% | Not reported | Not reported | Q3 2021 |
| NFLX | $4.2M | 2.31% | 0.00% | -39.1% | Q2 2024 |
 FISV | $3.87M | 2.13% | 0.01% | New | Q3 2025 |
| NXT | $3.7M | 2.04% | 0.04% | +100.0% | Q1 2023 |
| META | $3.67M | 2.02% | Not reported | -33.3% | Q1 2018 |
 TPR | $3.11M | 1.71% | 0.01% | -65.6% | Q1 2020 |
 DLTH | $2.35M | 1.29% | Not reported | New | Q3 2025 |
 APPS | $2.08M | 1.14% | 0.29% | -7.1% | Q1 2025 |
| TYGO | $2M | 1.10% | 1.15% | New | Q3 2025 |