1y return+2.7%S&P 500 +20.9%
3y return+42.1%S&P 500 +68.5%
5y return+18.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $539 against $334 in the S&P 500.2
Tenzing Global Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| METAMeta Platforms Inc | $14.1M | 11.9% | −41.2% |
| Herbalife LtdCUSIP G4412G101 | $13.2M | 11.1% | −4.8% |
| UBERUber Technologies Inc | $12.6M | 10.6% | −9.1% |
| NVDANvidia Corporation | $12.5M | 10.5% | New |
| NFLXNetflix Inc. | $11.6M | 9.8% | +30.0% |
| TSMTaiwan Semiconductor Manufac | $8.4M | 7.0% | −56.2% |
| EVCEntravision Communications C | $7.5M | 6.3% | New |
| CARTMaplebear Inc | $7.1M | 6.0% | New |
| NTGRNetgear Inc | $7.0M | 5.9% | +200.0% |
| RDDTReddit Inc | $3.9M | 3.3% | New |
| DAVEDave Inc | $3.7M | 3.1% | −75.0% |
| WOLFWolfspeed Inc | $3.6M | 3.0% | New |
| BIDUBaidu Inc | $2.9M | 2.4% | New |
| Prenetics Global LtdCUSIP G72245122 | $2.4M | 2.0% | −37.5% |
| LULULululemon Athletica Inc | $2.3M | 1.9% | New |
| GNRCGenerac Hldgs Inc | $2.2M | 1.8% | New |
| FOXFFox Factory Hldg Corp | $2.1M | 1.8% | −44.4% |
| GOOGLAlphabet Inc | $1.8M | 1.5% | −77.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $8.4M |
| Herbalife LtdCUSIP G4412G101 | March 31, 2025 | +52.4% | $13.2M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $1.8M |
| DAVEDave Inc | June 30, 2025 | +38.8% | $3.7M |
| NTGRNetgear Inc | September 30, 2024 | +16.4% | $7.0M |
| NFLXNetflix Inc. | June 30, 2024 | +5.8% | $11.6M |
| UBERUber Technologies Inc | March 31, 2026 | +0.3% | $12.6M |
| Prenetics Global LtdCUSIP G72245122 | March 31, 2026 | −1.0% | $2.4M |
| METAMeta Platforms Inc | March 31, 2026 | −1.5% | $14.1M |
| FOXFFox Factory Hldg Corp | June 30, 2025 | −34.7% | $2.1M |
Sold off last quarter
- FSLYFastly Inc was $7.3M
- NXTNextpower Inc was $4.8M
- XPELXpel Inc was $3.3M
- CHYMChime Finl Inc was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.8% | +14.8% |
| March 31, 2026 | +5.9% | −4.6% |
| December 31, 2025 | −3.2% | +2.4% |
| September 30, 2025 | −6.1% | +7.8% |
| June 30, 2025 | +31.7% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +0.0% | +2.1% |
| September 30, 2024 | −3.7% | +5.4% |
| June 30, 2024 | +5.2% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −9.0% | −3.6% |
| June 30, 2023 | +18.2% | +8.3% |
| March 31, 2023 | +13.7% | +7.0% |
| December 31, 2022 | −7.8% | +7.1% |
| September 30, 2022 | +7.1% | −5.3% |
| June 30, 2022 | −24.9% | −16.5% |
| March 31, 2022 | −3.2% | −4.9% |
| December 31, 2021 | −11.8% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tenzing Global Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1624095&type=13F-HR&dateb=&owner=include&count=40CIK 1624095
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1624095/000121465926010388/Filed August 14, 2026 · accession 0001214659-26-010388