StockDriftsStockDriftsTop 18 Tenzing Global Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 11.85% | 25.0K | $14.1M | -41.18%(-17.50K) | $578.94(+0.23%) | 2026-06-30 | |
| HLF | HERBALIFE LTD | 11.07% | 1.00M | $13.2M | -4.76%(-50.00K) | $8.55(+44.14%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 10.63% | 175.0K | $12.6M | -9.09%(-17.50K) | $66.67(+14.84%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 10.53% | 62.5K | $12.5M | new | $182.63(+23.78%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 9.77% | 162.5K | $11.6M | +30.00%(+37.50K) | $88.40(-12.77%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.03% | 17.5K | $8.4M | -56.25%(-22.50K) | $224.72(+89.96%) | 2026-06-30 | |
| EVC | ENTRAVISION COMMUNICATIONS C | 6.31% | 575.0K | $7.5M | new | $8.01(+12.48%) | 2026-06-30 | |
| CART | MAPLEBEAR INC | 5.98% | 150.0K | $7.1M | new | $42.27(+15.64%) | 2026-06-30 | |
| NTGR | NETGEAR INC | 5.9% | 300.0K | $7.0M | +200.00%(+200.00K) | $22.72(-0.64%) | 2026-06-30 | |
| RDDT | REDDIT INC | 3.29% | 22.5K | $3.9M | new | $148.85(+10.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.54% | +46.35% | +7.81% | +45.65% |
| Top 20 Holdings Unweighted | +15.80% | +55.28% | +1.54% | +7.92% |
Tenzing Global Management LLC reports $216.46M in US-listed equity holdings across 18 positions in its most recent 13F filing. Its largest disclosed positions are META (11.8%), HLF (11.1%) and UBER (10.6%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +46.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tenzing Global Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1624095). View Tenzing Global Management LLC’s 13F filings on SEC