Tenzing Global Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$159.6B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOGOGOGO INC | 2,225,000 | $32.7B | 20.46% | |
| 2 | NTGRNETGEAR INC | 600,000 | $17.4B | 10.93% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 52,500 | $11.9B | 7.45% | |
| 4 | YEXTYEXT INC | 1,275,000 | $10.8B | 6.79% | |
| 5 | IWMISHARES TR | 50,000 | $10.8B | 6.76% | Put |
| 6 | FOXFFOX FACTORY HLDG CORP | 350,000 | $9.1B | 5.69% | |
| 7 | URBNURBAN OUTFITTERS INC | 115,000 | $8.3B | 5.23% | |
| 8 | NFLXNETFLIX INC | 5,750 | $7.7B | 4.82% | |
| 9 | TPRTAPESTRY INC | 80,000 | $7.0B | 4.40% | |
| 10 | DAVEDAVE INC | 24,000 | $6.4B | 4.04% | |
| 11 | AMATAPPLIED MATLS INC | 35,000 | $6.4B | 4.01% | |
| 12 | METAMETA PLATFORMS INC | 7,500 | $5.5B | 3.47% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 17,500 | $5.5B | 3.42% | |
| 14 | TXRHTEXAS ROADHOUSE INC | 22,500 | $4.2B | 2.64% | |
| 15 | BIRDALLBIRDS INC | 353,919 | $3.8B | 2.36% | |
| 16 | HLFHERBALIFE LTD | 425,000 | $3.7B | 2.30% | |
| 17 | ENPHENPHASE ENERGY INC | 87,500 | $3.5B | 2.17% | |
| 18 | APPSDIGITAL TURBINE INC | 350,000 | $2.1B | 1.29% | |
| 19 | VSATVIASAT INC | 100,000 | $1.5B | 0.91% | |
| 20 | NXTNEXTRACKER INC | 25,000 | $1.4B | 0.85% |