Tenzing Global Management, LLC Portfolio Holdings

Tenzing Global Management, LLC

  • $170 Million
  • Q3 2025

Tenzing Global Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netgear, Inc. with a value of $16.2M, Fox Factory Holding Corp with a value of $12.1M, Gogo Inc. with a value of $10.1M, Yext, Inc. with a value of $9.8M, and Herbalife Nutrition Ltd. with a value of $8.97M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $148M to 170M.

Tenzing Global Management, LLC is based out at San Francisco, CA

Below you can find more details about Tenzing Global Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
Consumer Cyclical: $52 Million
Technology: $45.6 Million
ETFs: $39.3 Million
Communication Services: $24 Million
Consumer Defensive: $8.97 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$797M
$16.2 Million 9.53% of portfolio
500,000
Q3 2025 Reduced 16.67%
$597M
$12.1 Million 7.15% of portfolio
500,000
Q3 2025 Added 42.86%
$919M
$10.1 Million 5.94% of portfolio
1,175,000
Q3 2025 Reduced 47.19%
$1.04B
$9.8 Million 5.77% of portfolio
1,150,000
Q3 2025 Reduced 9.8%
$903M
$8.97 Million 5.28% of portfolio
1,062,500
Q3 2025 Added 150.0%
$5.67B
$8.75 Million 5.15% of portfolio
122,500
Q3 2025 Added 6.52%
$197B
$8.19 Million 4.82% of portfolio
40,000
Q3 2025 Added 14.29%
$4.67B
$7.67 Million 4.52% of portfolio
80,000
Q3 2025 New
$3.29B
$7.49 Million 4.4% of portfolio
437,500
Q3 2025 New
$1.65T
$6.08 Million 3.58% of portfolio
25,000
Q3 2025 New
$20.9B
$5.78 Million 3.4% of portfolio
32,500
Q3 2025 New
$1.46T
$5.59 Million 3.29% of portfolio
20,000
Q3 2025 Reduced 61.9%
$2.34B
$4.73 Million 2.78% of portfolio
525,000
Q3 2025 New
$49.1B
$4.2 Million 2.47% of portfolio
3,500
Q3 2025 Reduced 39.13%
$79.5B
$3.76 Million 2.21% of portfolio
30,000
Q3 2025 New
$1.37T
$3.67 Million 2.16% of portfolio
5,000
Q3 2025 Reduced 33.33%
$85.8M
$2.35 Million 1.38% of portfolio
600,000
Q3 2025 New
$499M
$2.08 Million 1.22% of portfolio
325,000
Q3 2025 Reduced 7.14%
Nextracker Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 100.0%
Tigo Energy Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Dave Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 25.0%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $170 Million
  • Prior Value $148 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Tenzing Global Management, LLC Portfolio

Follow Tenzing Global Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tenzing Global Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tenzing Global Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email