Senvest Management, LLC 13F holdings
Senvest Management, LLC reported 55 positions with a total reported value of $3.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TSEM TOWER SEMICONDUCTOR LTD (13.9%), MDA MDA SPACE LTD (5.3%), ILMN ILLUMINA INC (5.2%), COMP COMPASS INC (4.5%), BILL BILL HOLDINGS INC (4.4%). Against 2026-03-31 it opened 12 new positions and exited 6. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 55 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TSEM TOWER SEMICONDUCTOR LTD | 1,823,082 | $475.2M | 13.9% |
| MDA MDA SPACE LTD | 4,377,113 | $180.7M | 5.3% |
| ILMN ILLUMINA INC | 1,008,718 | $177.4M | 5.2% |
| COMP COMPASS INC | 12,569,334 | $155.0M | 4.5% |
| BILL BILL HOLDINGS INC | 4,102,668 | $148.4M | 4.4% |
| WIX WIX COM LTD | 2,918,880 | $132.4M | 3.9% |
| PATH UIPATH INC | 12,085,222 | $131.4M | 3.9% |
| ALGN ALIGN TECHNOLOGY INC | 745,345 | $125.7M | 3.7% |
| RDWR RADWARE LTD | 4,046,559 | $124.9M | 3.7% |
| NCNO NCINO INC | 7,326,196 | $119.8M | 3.5% |
| VAC MARRIOTT VACATIONS WORLDWIDE | 1,126,132 | $114.7M | 3.4% |
| OKTA OKTA INC | 825,615 | $112.7M | 3.3% |
| GENI GENIUS SPORTS LIMITED | 15,881,616 | $96.2M | 2.8% |
| VOYG VOYAGER TECHNOLOGIES INC | 2,965,788 | $95.6M | 2.8% |
| DKS DICKS SPORTING GOODS INC | 418,501 | $94.9M | 2.8% |
| RDDT REDDIT INC | 504,461 | $87.6M | 2.6% |
| CRTO CRITEO S A | 4,597,322 | $84.0M | 2.5% |
| PINS PINTEREST INC | 3,922,718 | $82.5M | 2.4% |
| CEVA CEVA INC | 1,633,155 | $77.0M | 2.3% |
| HAPPEN INC | 3,346,293 | $69.4M | 2.0% |
| KRNT KORNIT DIGITAL LTD | 4,251,355 | $69.1M | 2.0% |
| AAT AMERICAN ASSETS TR INC | 2,651,358 | $65.5M | 1.9% |
| CIEN CIENA CORP | 130,426 | $64.0M | 1.9% |
| UNFI UNITED NAT FOODS INC | 1,181,132 | $53.9M | 1.6% |
| VRNS VARONIS SYS INC | 1,270,877 | $53.3M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 12 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| HAPPEN INC | 3,346,293 | $69.4M | 2.0% |
| META META PLATFORMS INC | 70,000 | $39.4M | 1.2% |
| GFS GLOBALFOUNDRIES INC | 260,408 | $21.5M | 0.6% |
| BWA BORGWARNER INC | 218,000 | $14.5M | 0.4% |
| NVDA NVIDIA CORPORATION | 40,600 | $8.1M | 0.2% |
| QCOM QUALCOMM INC | 35,000 | $6.5M | 0.2% |
| LULU LULULEMON ATHLETICA INC | 36,750 | $4.2M | 0.1% |
| PWRL POWERLAW CORP | 198,879 | $2.9M | <0.1% |
| INDI INDIE SEMICONDUCTOR INC | 552,843 | $2.5M | <0.1% |
| VSXY VICTORIAS SECRET AND CO | 22,232 | $1.9M | <0.1% |
| BLACKROCK TECH AND PRIVATE E | 200,000 | $1.8M | <0.1% |
| GDS GDS HLDGS LTD | 30,000 | $900.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 6 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PATH UIPATH INC | 7,784,822 | 12,085,222 | +55.2% | $131.4M |
| COMP COMPASS INC | 9,179,745 | 12,569,334 | +36.9% | $155.0M |
| NCNO NCINO INC | 5,308,468 | 7,326,196 | +38.0% | $119.8M |
| RDDT REDDIT INC | 359,392 | 504,461 | +40.4% | $87.6M |
| GENI GENIUS SPORTS LIMITED | 13,653,724 | 15,881,616 | +16.3% | $96.2M |
| BILL BILL HOLDINGS INC | 3,835,348 | 4,102,668 | +7.0% | $148.4M |
| PINS PINTEREST INC | 3,594,581 | 3,922,718 | +9.1% | $82.5M |
| ACVA ACV AUCTIONS INC | 3,530,785 | 4,275,785 | +21.1% | $30.7M |
| CHWY CHEWY INC | 410,000 | 647,300 | +57.9% | $12.7M |
| VNET VNET GROUP INC | 2,779,637 | 3,099,637 | +11.5% | $24.9M |
| KRNT KORNIT DIGITAL LTD | 4,141,355 | 4,251,355 | +2.7% | $69.1M |
| AMWL AMERICAN WELL CORP | 1,136,558 | 1,329,057 | +16.9% | $12.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TSEM TOWER SEMICONDUCTOR LTD | 2,272,079 | 1,823,082 | -19.8% | $475.2M |
| ILMN ILLUMINA INC | 1,544,567 | 1,008,718 | -34.7% | $177.4M |
| GSAT GLOBALSTAR INC | 868,946 | 129,310 | -85.1% | $10.5M |
| RH RH | 636,219 | 312,051 | -51.0% | $51.4M |
| WIX WIX COM LTD | 3,754,680 | 2,918,880 | -22.3% | $132.4M |
| CEVA CEVA INC | 2,358,612 | 1,633,155 | -30.8% | $77.0M |
| AAT AMERICAN ASSETS TR INC | 3,577,054 | 2,651,358 | -25.9% | $65.5M |
| CIEN CIENA CORP | 172,926 | 130,426 | -24.6% | $64.0M |
| VOYG VOYAGER TECHNOLOGIES INC | 3,581,441 | 2,965,788 | -17.2% | $95.6M |
| MDA MDA SPACE LTD | 4,761,887 | 4,377,113 | -8.1% | $180.7M |
| PENNYMAC FINL SVCS INC NEW | 508,633 | 401,757 | -21.0% | $35.0M |
| VRNS VARONIS SYS INC | 1,448,943 | 1,270,877 | -12.3% | $53.3M |
CIK 1328785 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
