Data as of Q4 2025 (Dec 31, 2025)

Tenzing Global Management, LLC

โ€ขCIK: 1624095โ€ขFiling: Q4 2025

**Tenzing Global Management, LLC** manages $167M across a concentrated portfolio of 16 positions. The fund exhibits significant exposure to the technology and industrial sectors, highlighted by the top holding in IWM at $49.2M. Further allocations include substantial positions in PRS ($16.1M), NXT ($14.2M), and GOOGL ($13.3M). This structure suggests a tactical, high-conviction approach targeting market leaders and cyclical opportunities.

Total AUM
$117.9M
+ $49.2M in options
QoQ Performance
-17.2%
Positions
15
+ 1 option
Top 10 Concentration
89.6%
Latest Filing
Q4 2025

Top Holdings Allocation

IWM
HLF
NXT
GOOGL
NTGR
TSM
CHYM
IWM29.5%
HLF9.6%
NXT8.5%
GOOGL8.0%
NTGR7.3%
TSM7.3%
CHYM6.8%
URBN4.5%

๐Ÿ“ˆ Biggest Buys

CHYM
CHIME FINL INC
NEW
6.8% of portfolio
NXT
NEXTPOWER INC
+225.0%
8.5% of portfolio
IWMPUT
ISHARES TR
+23.1%
29.5% of portfolio
NFLX
NETFLIX INC
+2042.9%
4.2% of portfolio
GNRC
GENERAC HLDGS INC
NEW
3.7% of portfolio

๐Ÿ“‰ Biggest Sells

DAVE
DAVE INC
-66.7%
1.3% of portfolio
GOGO
GOGO INC
-70.2%
1.0% of portfolio
FOXF
FOX FACTORY HLDG CORP
-23.0%
3.9% of portfolio
URBN
URBAN OUTFITTERS INC
-18.4%
4.5% of portfolio

Sector Breakdown

Other87.8%
Technology8.0%
Communication4.2%

๐Ÿšช Exited Positionssold since Q3 2025

YEXT
YEXT INC
SOLD
$9.8M
AMAT
APPLIED MATLS INC
SOLD
$8.2M
SIG
SIGNET JEWELERS LIMITED
SOLD
$7.7M
AEO
AMERICAN EAGLE OUTFITTERS IN
SOLD
$7.5M
LULU
LULULEMON ATHLETICA INC
SOLD
$5.8M
+6 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘7 increased
โ†“4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023