TGM
Tenzing Global Management Portfolio holdings
AUM
$149M
This Quarter Return
+1.65%
1 Year Return
+73.4%
3 Year Return
+203.72%
5 Year Return
+438.66%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+0.33%)
Cap. Flow
+$1.85M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
88.68%
Holding
29
New
9
Increased
10
Reduced
4
Closed
4
Top Buys
| 1 |
Yelp
YELP
|
$9.99M |
| 2 |
GoPro
GPRO
|
$4.93M |
| 3 |
Uber
UBER
|
$4.57M |
| 4 |
SolarEdge
SEDG
|
$3.77M |
| 5 |
Gogo Inc
GOGO
|
$3.62M |
Top Sells
| 1 |
Enphase Energy
ENPH
|
$11.9M |
| 2 |
TWTR
Twitter, Inc.
TWTR
|
$8.73M |
| 3 |
Zillow
Z
|
$5.57M |
| 4 |
Perdoceo Education
PRDO
|
$5.56M |
| 5 |
Snap
SNAP
|
$3.95M |
Sector Composition
| 1 | Communication Services | 33.96% |
| 2 | Technology | 33.67% |
| 3 | Consumer Discretionary | 23.62% |
| 4 | Consumer Staples | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Apple
AAPL
$3.54T
| – | – |
0
| – | – |
|
|
TWTR
27
DELISTED
Twitter, Inc.
TWTR
| – | – |
-250,000
| Closed | -$8.73M |
|
|
28
Zillow
Z
$20.2B
| – | – |
-120,000
| Closed | -$5.57M |
|
29
PagerDuty
PD
$1.44B
| – | – |
-20,000
| Closed | -$941K |
|