Tenzing Global Management, LLC
Tenzing Global Management, LLC is an investment management firm based in San Francisco, California, specializing in a hedge fund strategy. The firm was incorporated in Delaware and operates from its headquarters at 90 New Montgomery Street, Suite 650, San Francisco, CA. It provides investment management services to pooled investment vehicles and has experience managing multi-hundred-million-dollar portfolios. The firm primarily serves institutional and high-net-worth individual investors.
Investment Strategy
Tenzing Global Management, LLC utilizes a hedge fund strategy focusing on global equity investments. The firm's approach involves deep fundamental research and disciplined risk management, investing primarily in public equities and related securities. Tenzing Global seeks to identify value and growth opportunities through extensive analysis and maintains flexibility to invest across geographies and sectors. Its investment philosophy emphasizes capital preservation, absolute returns, and alignment of interests with clients.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOGO | GOGO INC | 20.46% | $32.7M | 2,225,000 | $8.13 | $14.68 | +$9.2M |
N NTGR | NETGEAR INC | 10.93% | $17.4M | 600,000 | $24.01 | $29.07 | +$3.4M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7.45% | $11.9M | 52,500 | $168.64 | $226.49 | +$4.4M |
Y YEXT | YEXT INC | 6.79% | $10.8M | 1,275,000 | $6.63 | $8.50 | -$3.3M |
F FOXF | FOX FACTORY HLDG CORP | 5.69% | $9.1M | 350,000 | $25.94 | $25.94 | +$9.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IWM | ISHARES TR | New | Put | $10.8M | 500 | $215.79 | $215.79 | +500 | +$10.8M |