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Senvest Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $3,409,633,050
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TOWER SEMICONDUCTOR LTD · SHS NEW · M87915274 · shares: $475,168,092
- MDA SPACE LTD · COM · 55293N109 · shares: $180,687,224
- ILLUMINA INC · COM · 452327109 · shares: $177,362,886
- COMPASS INC · CL A · 20464U100 · shares: $154,979,888
- BILL HOLDINGS INC · COM · 090043100 · shares: $148,352,475
- WIX COM LTD · SHS · M98068105 · shares: $132,429,586
- UIPATH INC · CL A · 90364P105 · shares: $131,366,363
- ALIGN TECHNOLOGY INC · COM · 016255101 · shares: $125,709,888
- RADWARE LTD · ORD · M81873107 · shares: $124,876,811
- NCINO INC · COM · 63947X101 · shares: $119,783,305
Reported holdings
55 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 1,823,082 shares | $475,168,092 |
| MDA SPACE LTD | COM | 55293N109 | — | 4,377,113 shares | $180,687,224 |
| ILLUMINA INC | COM | 452327109 | — | 1,008,718 shares | $177,362,886 |
| COMPASS INC | CL A | 20464U100 | — | 12,569,334 shares | $154,979,888 |
| BILL HOLDINGS INC | COM | 090043100 | — | 4,102,668 shares | $148,352,475 |
| WIX COM LTD | SHS | M98068105 | — | 2,918,880 shares | $132,429,586 |
| UIPATH INC | CL A | 90364P105 | — | 12,085,222 shares | $131,366,363 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | — | 745,345 shares | $125,709,888 |
| RADWARE LTD | ORD | M81873107 | — | 4,046,559 shares | $124,876,811 |
| NCINO INC | COM | 63947X101 | — | 7,326,196 shares | $119,783,305 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | — | 1,126,132 shares | $114,730,328 |
| OKTA INC | CL A | 679295105 | — | 825,615 shares | $112,655,167 |
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | — | 15,881,616 shares | $96,242,593 |
| VOYAGER TECHNOLOGIES INC | COM CL A | 92892B103 | — | 2,965,788 shares | $95,646,663 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 418,501 shares | $94,920,212 |
| REDDIT INC | CL A | 75734B100 | — | 504,461 shares | $87,564,340 |
| CRITEO S A | SPONS ADS | 226718104 | — | 4,597,322 shares | $84,039,046 |
| PINTEREST INC | CL A | 72352L106 | — | 3,922,718 shares | $82,494,760 |
| CEVA INC | COM | 157210105 | — | 1,633,155 shares | $77,019,590 |
| HAPPEN INC | COM NEW | 52603A208 | — | 3,346,293 shares | $69,402,117 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | — | 4,251,355 shares | $69,084,519 |
| AMERICAN ASSETS TR INC | COM | 024013104 | — | 2,651,358 shares | $65,462,029 |
| CIENA CORP | COM NEW | 171779309 | — | 130,426 shares | $63,981,779 |
| UNITED NAT FOODS INC | COM | 911163103 | — | 1,181,132 shares | $53,942,298 |
| VARONIS SYS INC | COM | 922280102 | — | 1,270,877 shares | $53,325,999 |
| RH | COM | 74967X103 | — | 312,051 shares | $51,404,161 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 496,200 shares | $45,253,440 |
| META PLATFORMS INC | CL A | 30303M102 | — | 70,000 shares | $39,430,300 |
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | — | 401,757 shares | $34,993,035 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | — | 4,275,785 shares | $30,742,894 |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 | — | 3,099,637 shares | $24,921,081 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | — | 260,408 shares | $21,460,223 |
| INTEL CORP | COM | 458140100 | — | 118,800 shares | $16,588,044 |
| LOVESAC CO | COM | 54738L109 | — | 990,212 shares | $16,526,638 |
| BORGWARNER INC | COM | 099724106 | — | 218,000 shares | $14,475,200 |
| CERUS CORP | COM | 157085101 | — | 4,614,061 shares | $13,473,058 |
| CHEWY INC | CL A | 16679L109 | — | 647,300 shares | $12,719,445 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 258,124 shares | $12,454,483 |
| AMERICAN WELL CORP | COM CL A NEW | 03044L204 | — | 1,329,057 shares | $12,121,000 |
| NLIGHT INC | COM | 65487K100 | — | 160,338 shares | $11,162,732 |
| GLOBALSTAR INC | COM NEW | 378973507 | — | 129,310 shares | $10,511,610 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 40,600 shares | $8,123,654 |
| TELESAT CORP | CL A & CL B SHS | 879512309 | — | 137,668 shares | $6,968,754 |
| QUALCOMM INC | COM | 747525103 | — | 35,000 shares | $6,467,650 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | — | 996,951 shares | $5,782,316 |
| MAGNITE INC | COM | 55955D100 | — | 224,100 shares | $4,253,418 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 36,750 shares | $4,196,115 |
| POWERLAW CORP | COM | 738922103 | — | 198,879 shares | $2,919,544 |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 45569U101 | — | 552,843 shares | $2,482,265 |
| UNIQURE NV | SHS | N90064101 | — | 42,300 shares | $1,948,338 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 22,232 shares | $1,855,927 |
| BLACKROCK TECH AND PRIVATE E | SHS BEN INT | 09260Q108 | — | 200,000 shares | $1,806,000 |
| REIN THERAPEUTICS INC | COM NEW | 00887A204 | — | 1,230,895 shares | $1,280,131 |
| COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | — | 134,708 shares | $1,182,736 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | — | 30,000 shares | $900,900 |