Tenzing Global Management, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$120,556
Net value change ($000)
-46,587 (-27.9%)
New positions
5
Sold out positions
6
Turnover %
62.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
META 24,316 NEW
UBER 13,847 NEW
FSLY 7,265 NEW
NFLX 4,987 70.9%
DAVE 4,750 214.5%
PRE 3,864 NEW
XPEL 3,320 NEW
TSM 1,362 11.2%
Top Reduces (Value $000, Stocks/ETFs)
NTGR -10,081 -82.2%
NXT -9,333 -65.9%
CHYM -8,517 -75.2%
URBN -7,526 -100.0%
GOOGL -6,833 -51.4%
GNRC -6,137 -100.0%
ONON -3,486 -100.0%
FOXF -2,883 -43.8%
TYGO -2,157 -100.0%
YELP -1,823 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type