Tenzing Global Management as of March 31, 2020
Portfolio Holdings for Tenzing Global Management
Tenzing Global Management holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brightcove (BCOV) | 14.4 | $26M | 3.8M | 6.97 | |
| Yelp Inc cl a (YELP) | 12.4 | $23M | 1.3M | 18.03 | |
| Uber Technologies (UBER) | 11.2 | $20M | 725k | 27.92 | |
| Axcelis Technologies (ACLS) | 7.1 | $13M | 700k | 18.31 | |
| Comscore | 6.9 | $12M | 4.4M | 2.82 | |
| Lyft (LYFT) | 5.9 | $11M | 400k | 26.85 | |
| Arista Networks (ANET) | 5.9 | $11M | 53k | 202.55 | |
| Noodles & Co (NDLS) | 5.7 | $10M | 2.2M | 4.71 | |
| IPG Photonics Corporation (IPGP) | 5.0 | $9.1M | 83k | 110.28 | |
| Snap Inc cl a (SNAP) | 4.1 | $7.4M | 625k | 11.89 | |
| Perdoceo Ed Corp (PRDO) | 3.9 | $7.0M | 650k | 10.79 | |
| Blue Apron Hldgs Inc Cl A | 3.7 | $6.6M | 550k | 12.05 | |
| Solaredge Technologies (SEDG) | 2.0 | $3.7M | 45k | 81.89 | |
| Ross Stores (ROST) | 1.9 | $3.5M | 40k | 86.97 | |
| Tapestry (TPR) | 1.8 | $3.2M | 250k | 12.95 | |
| Dropbox Inc-class A (DBX) | 1.7 | $3.2M | 175k | 18.10 | |
| Gogo (GOGO) | 1.6 | $3.0M | 1.4M | 2.12 | |
| Cdk Global Inc equities | 1.4 | $2.5M | 75k | 32.85 | |
| Shake Shack Inc cl a (SHAK) | 1.4 | $2.5M | 65k | 37.74 | |
| Wayfair (W) | 0.9 | $1.6M | 30k | 53.43 | |
| Upwork (UPWK) | 0.7 | $1.3M | 200k | 6.45 | |
| TeleNav | 0.4 | $718k | 166k | 4.32 |
