Tenzing Global Management, LLC 13F 持仓 · 2026年Q2
Tenzing Global Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 18 只证券，申报市值合计 2.16 亿美元。前几大持仓：IWM（45.11%）、META（6.51%）、HLF（6.08%）。本季前 25 大持仓中：新建仓 9 只、增持 2 只、减持 8 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | $97.6M | 45.11% | 325,000 | 新建仓 |
| 2 | META | META PLATFORMS INC | $14.1M | 6.51% | 25,000 | 减持 |
| 3 | HLF | HERBALIFE LTD | $13.2M | 6.08% | 1.0M | 减持 |
| 4 | UBER | UBER TECHNOLOGIES INC | $12.6M | 5.83% | 175,000 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $12.5M | 5.78% | 62,500 | 新建仓 |
| 6 | NFLX | NETFLIX INC. | $11.6M | 5.36% | 162,500 | 增持 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.4M | 3.86% | 17,500 | 减持 |
| 8 | EVC | ENTRAVISION COMMUNICATIONS C | $7.5M | 3.46% | 575,000 | 新建仓 |
| 9 | CART | MAPLEBEAR INC | $7.1M | 3.28% | 150,000 | 新建仓 |
| 10 | NTGR | NETGEAR INC | $7.0M | 3.24% | 300,000 | 增持 |
| 11 | RDDT | REDDIT INC | $3.9M | 1.80% | 22,500 | 新建仓 |
| 12 | DAVE | DAVE INC | $3.7M | 1.72% | 10,000 | 减持 |
| 13 | WOLF | WOLFSPEED INC | $3.6M | 1.67% | 75,000 | 新建仓 |
| 14 | BIDU | BAIDU INC | $2.9M | 1.32% | 25,000 | 新建仓 |
| 15 | PRE | PRENETICS GLOBAL LTD | $2.4M | 1.10% | 125,000 | 减持 |
| 16 | LULU | LULULEMON ATHLETICA INC | $2.3M | 1.05% | 20,000 | 新建仓 |
| 17 | GNRC | GENERAC HLDGS INC | $2.2M | 1.01% | 7,500 | 新建仓 |
| 18 | FOXF | FOX FACTORY HLDG CORP | $2.1M | 0.98% | 125,000 | 减持 |
| 19 | GOOGL | ALPHABET INC | $1.8M | 0.83% | 5,000 | 减持 |
| 20 | CHYM | CHIME FINL INC | $0 | 0.00% | 0 | 清仓 |
| 21 | FSLY | FASTLY INC | $0 | 0.00% | 0 | 清仓 |
| 22 | NXT | NEXTPOWER INC | $0 | 0.00% | 0 | 清仓 |
| 23 | XPEL | XPEL INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR