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CIK: 0001624095
Total reported value
$216.5M
$216.5M
22 檔
32.3%
The Q1 2025 SEC filing reveals that Tenzing Global Management, LLC held a total portfolio value of $216.5M, covering 22 public equity positions.
In Q1 2025, Tenzing Global Management, LLC displayed an active expansion posture, initiating 19 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOGO | Gogo Inc | Stock-Other | 17.03% | — | +31.33% | |
| 2 | YEXT | Yext Inc | Stock-Other | 10.27% | — | -9.36% | |
| 3 | NTGR | Netgear Inc | Stock-Other | 10.20% | +1.43% | +100.00% | |
| 4 | VSAT | Viasat Inc | Stock-Tech | 7.18% | — | +12.76% | |
| 5 | UBER | Uber Technologies Inc | Stock-Industrials | 5.94% | -5.66% | +104.55% | |
| 6 | NXT | Nextpower Inc-cl A | Stock-Tech | 5.73% | -4.00% | EXIT | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.42% | -7.35% | +50.00% | |
| 8 | NFLX | Netflix Inc | Stock-Comm Services | 5.41% | -4.61% | -35.37% | |
| 9 | HLF | Herbalife Ltd. | Stock-Other | 5.00% | -6.74% | — | |
| 10 | YELP | Yelp Inc | Stock-Other | 4.70% | — | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.97% | -13.66% | -30.49% | |
| 12 | TPR | Tapestry Inc | Stock-Consumer Disc | 3.83% | — | +3.45% | |
| 13 | ANF | Abercrombie & Fitch Co-cl A | Stock-Consumer Disc | 3.18% | — | — | |
| 14 | VOXXGUSD | Voxx International CORP | Stock-Other | 2.58% | — | -15.56% | |
| 15 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 2.42% | — | — | |
| 16 | HIPO | Hippo Holdings Inc | Stock-Other | 1.85% | — | — | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.34% | — | — | |
| 18 | KODK | Eastman Kodak Co | Stock-Other | 1.15% | — | — | |
| 19 | SN | SharkNinja, Inc. | Stock-Consumer Disc | 1.06% | — | -30.00% | |
| 20 | APPS | Digital Turbine Inc | Stock-Other | 0.69% | — | — | |
| 21 | YETI | Yeti Holdings Inc | Stock-Consumer Disc | 0.60% | — | -87.18% | |
| 22 | UPWK | Upwork Inc | Stock-Other | 0.47% | — | -94.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOGO | Gogo Inc | +4.3% | +31.33% | Trim |
| 2 | YELP | Yelp Inc | -8% | — | Trim |
| 3 | UBER | Uber Technologies Inc | -8.3% | +104.55% | Trim |
| 4 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 5 | BCOVUSD | Brightcove | — | EXIT | Sold out |
| 6 | ✓ | — | EXIT | Sold out | |
| 7 | YEXT | Yext Inc | — | NEW | New buy |
| 8 | NTGR | Netgear Inc | — | NEW | New buy |
| 9 | ✓ | Rodgers Silicon Valley Aq Co | — | EXIT | Sold out |
| 10 | VZIOEUR | Vizio Holding Corp-a | — | EXIT | Sold out |
| 11 | VSAT | Viasat Inc | — | NEW | New buy |
| 12 | CRTO | Criteo Sa-spon Adr | — | EXIT | Sold out |
| 13 | NXT | Nextpower Inc-cl A | — | NEW | New buy |
| 14 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 15 | NFLX | Netflix Inc | — | NEW | New buy |
| 16 | HLF | Herbalife Ltd. | — | NEW | New buy |
| 17 | SCOR1EUR | Comscore Inc | — | EXIT | Sold out |
| 18 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 19 | TPR | Tapestry Inc | — | NEW | New buy |
| 20 | ANF | Abercrombie & Fitch Co-cl A | — | NEW | New buy |
| 21 | VOXXGUSD | Voxx International CORP | — | NEW | New buy |
| 22 | TXRH | Texas Roadhouse Inc | — | NEW | New buy |
| 23 | HIPO | Hippo Holdings Inc | — | NEW | New buy |
| 24 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 25 | KODK | Eastman Kodak Co | — | NEW | New buy |
| 26 | SN | SharkNinja, Inc. | — | NEW | New buy |
| 27 | APPS | Digital Turbine Inc | — | NEW | New buy |
| 28 | YETI | Yeti Holdings Inc | — | NEW | New buy |
| 29 | UPWK | Upwork Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Tenzing Global Management, LLC reported a total U.S. public equity portfolio value of $216.5M across 22 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOGO, YEXT, NTGR) accounted for 32.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
YEXT
市值: $14.2M
Top Position Liquidated / Trimmed
IWM
前期市值: $114.7M
During Q1 2025, Tenzing Global Management, LLC's top holdings by market value included GOGO (17.0%)、YEXT (10.3%)、NTGR (10.2%). The largest single position, GOGO, represented 17.0% of total portfolio value.
In Q1 2025, Tenzing Global Management, LLC made 29 total portfolio adjustments, initiating 19 new buys, adding to 0 positions, trimming 3 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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