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TENZING GLOBAL MANAGEMENT, LLC
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SAN FRANCISCO CA
Investment Advisor
Hedge Fund
Activist Investor
Tenzing Global Management is based out of San Francisco. Tenzing Global Management is a hedge fund with 2 clients and discretionary assets under management (AUM) of $272,996,320 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2025 included $137,946,960 in managed 13F securities
and a top 10 holdings concentration of 76.87%. Tenzing Global Management's largest holding is Gogo Inc with shares held of 2,725,000. Whalewisdom has at least 36 13F filings, and 20 13D filings
Investment Strategy
Tenzing Global primarily invests in the technology and consumer sectors, targeting quality businesses with high barriers to entry and sustainable growth potential. The firm emphasizes valuation, seeking stocks trading at significant discounts to their intrinsic value due to temporary market dislocations or company-specific issues. While generally focusing on small- and mid-capitalization public companies, Tenzing Global may also invest in large-capitalization companies that meet their investment criteria.
The firm pursues its strategy by acquiring equity and equity-related securities across various sectors in both U.S. and non-U.S. public markets, and may also take short positions in equity securities. Tenzing Global is not restricted in the types of securities or instruments it may buy, the positions it may take, or the amount of leverage it may employ. Investments are managed according to the objectives, strategies, guidelines, and terms outlined in each client's governing documents, with both the Tenzing Fund and the Sub-Advised Fund managed according to their own respective investment objectives.
Owners
- KAPOOR, CHETAN, OVINDER - MANAGING MEMBER, CHIEF INVESTMENT OFFICER, CEO
- SIMMONS, MARK, GERALD - CFO, CCO Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| HLF Herbalife Ltd | 5% |
| YELP Yelp Inc | 4.7% |
| GOGO Gogo Inc | 4.48% |
| NTGR Netgear, Inc | 4.2% |
| UBER Uber Technologies In | 3.46% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| UPWK Upwork Inc | 9.92% |
| YETI YETI Holdings Inc | 5.01% |
| GEAR Revelyst Inc. | 4.31% |
| CRCT Cricut Inc | 3.94% |
| FSLR First Solar Inc | 3.29% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| GOGO Gogo Inc | 17.03% |
| YEXT Yext Inc | 10.27% |
| NTGR Netgear, Inc | 10.2% |
| VSAT Viasat Inc | 7.18% |
| UBER Uber Technologies In | 5.94% |
2025-03-31
13F Activity
| Market Value | $138m, Prior: $134m |
| Inflows (Outflows) as % of Total MV | +3.5574% |
| New Purchases | 8 stocks |
| Added To | 6 stocks |
| Sold out of | 4 stocks |
| Reduced holdings in | 8 stocks |
| Top 10 Holdings % | 76.87% |
| Turnover %[1] | 46.15% |
| Turnover Alt %[2] | 33.81% |
| Time Held Top 20 | 4.15 quarters |
| Time Held Top 10 | 3.5 quarters |
| Time Held All | 4.14 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31