Latest Tenzing Global Management, LLC Stock Portfolio
$128Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Tenzing Global Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Tenzing Global Management, LLC reported an equity portfolio of $181.4 Millions as of 30 Sep, 2023.
The top stock holdings of Tenzing Global Management, LLC are GOGO, YELP, UBER. The fund has invested 16.4% of it's portfolio in GOGO INC and 11.8% of portfolio in YELP INC.
The fund managers got completely rid off OVERSTOCK COM INC DEL (OSTK) and ENOVIX CORPORATION (ENVX) stocks. They significantly reduced their stock positions in VIMEO INC (VMEO), YELP INC (YELP) and SHUTTERSTOCK INC (SSTK). Tenzing Global Management, LLC opened new stock positions in PAYPAL HLDGS INC (PYPL). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), ENPHASE ENERGY INC (ENPH) and DOORDASH INC (DASH).
The top stock holdings of Tenzing Global Management, LLC are GOGO, YELP, UBER. The fund has invested 16.4% of it's portfolio in GOGO INC and 11.8% of portfolio in YELP INC.
The fund managers got completely rid off OVERSTOCK COM INC DEL (OSTK) and ENOVIX CORPORATION (ENVX) stocks. They significantly reduced their stock positions in VIMEO INC (VMEO), YELP INC (YELP) and SHUTTERSTOCK INC (SSTK). Tenzing Global Management, LLC opened new stock positions in PAYPAL HLDGS INC (PYPL). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), ENPHASE ENERGY INC (ENPH) and DOORDASH INC (DASH).
New Buys
| Ticker | $ Bought |
|---|---|
| VISTA OUTDOOR INC | 12,936,900 |
| NEXTDOOR HOLDINGS INC | 3,307,500 |
New stocks bought by Tenzing Global Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| PAYPAL HLDGS INC | 153 |
| META PLATFORMS INC | 66.67 |
| GOGO INC | 20.00 |
| ARISTA NETWORKS INC | 16.03 |
| YEXT INC | 13.51 |
Additions to existing portfolio by Tenzing Global Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| DOORDASH INC | -84.85 |
| ENPHASE ENERGY INC | -55.56 |
| UBER TECHNOLOGIES INC | -41.67 |
| YELP INC | -21.95 |
Tenzing Global Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| MICROVAST HOLDINGS INC | -1,653,750 |
| VIMEO INC | -1,770,000 |
| QUANTUMSCAPE CORP | -669,000 |
| SHUTTERSTOCK INC | -3,805,000 |
Tenzing Global Management, LLC got rid off the above stocks
Current Stock Holdings of Tenzing Global Management, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | 4.81 | 26,250 | 6,182,140 | ADDED | 16.03 | |
| DASH | DOORDASH INC | 1.92 | 25,000 | 2,472,250 | REDUCED | -84.85 | |
| ENPH | ENPHASE ENERGY INC | 2.06 | 20,000 | 2,642,800 | REDUCED | -55.56 | |
| GOGO | GOGO INC | 23.65 | 3,000,000 | 30,390,000 | ADDED | 20.00 | |
| KIND | NEXTDOOR HOLDINGS INC | 2.57 | 1,750,000 | 3,307,500 | NEW | ||
| META | META PLATFORMS INC | 17.21 | 62,500 | 22,122,500 | ADDED | 66.67 | |
| MVST | MICROVAST HOLDINGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PYPL | PAYPAL HLDGS INC | 4.54 | 95,000 | 5,833,950 | ADDED | 153 | |
| QS | QUANTUMSCAPE CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SSTK | SHUTTERSTOCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| UBER | UBER TECHNOLOGIES INC | 8.38 | 175,000 | 10,774,800 | REDUCED | -41.67 | |
| VMEO | VIMEO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VSTO | VISTA OUTDOOR INC | 10.07 | 437,500 | 12,936,900 | NEW | ||
| YELP | YELP INC | 14.73 | 400,000 | 18,936,000 | REDUCED | -21.95 | |
| YEXT | YEXT INC | 4.81 | 1,050,000 | 6,184,500 | ADDED | 13.51 |