Holders — by stockHoldings — by fund
Senvest Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001328785
$3.41B
disclosed book value
55
positions
13.9%
largest position share
Positions, as of 2026-06-30
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | 1.8M | $475.2M | 13.9% |
| 2 | MDAMDA SPACE LTD | 4.4M | $180.7M | 5.3% |
| 3 | ILMNILLUMINA INC | 1.0M | $177.4M | 5.2% |
| 4 | COMPCOMPASS INC | 12.6M | $155.0M | 4.5% |
| 5 | BILLBILL HOLDINGS INC | 4.1M | $148.4M | 4.4% |
| 6 | WIX COM LTD | 2.9M | $132.4M | 3.9% |
| 7 | PATHUIPATH INC | 12.1M | $131.4M | 3.9% |
| 8 | ALGNALIGN TECHNOLOGY INC | 745,345 | $125.7M | 3.7% |
| 9 | RADWARE LTD | 4.0M | $124.9M | 3.7% |
| 10 | NCNONCINO INC | 7.3M | $119.8M | 3.5% |
| 11 | VACMARRIOTT VACATIONS WORLDWIDE | 1.1M | $114.7M | 3.4% |
| 12 | OKTAOKTA INC | 825,615 | $112.7M | 3.3% |
| 13 | GENIUS SPORTS LIMITED | 15.9M | $96.2M | 2.8% |
| 14 | VOYGVOYAGER TECHNOLOGIES INC | 3.0M | $95.6M | 2.8% |
| 15 | DKSDICKS SPORTING GOODS INC | 418,501 | $94.9M | 2.8% |
| 16 | RDDTREDDIT INC | 504,461 | $87.6M | 2.6% |
| 17 | CRTOEURCRITEO S A | 4.6M | $84.0M | 2.5% |
| 18 | PINSPINTEREST INC | 3.9M | $82.5M | 2.4% |
| 19 | CEVACEVA INC | 1.6M | $77.0M | 2.3% |
| 20 | HAPNHAPPEN INC | 3.3M | $69.4M | 2% |
| 21 | KORNIT DIGITAL LTD | 4.3M | $69.1M | 2% |
| 22 | AATAMERICAN ASSETS TR INC | 2.7M | $65.5M | 1.9% |
| 23 | CIENCIENA CORP | 130,426 | $64.0M | 1.9% |
| 24 | UNFIUNITED NAT FOODS INC | 1.2M | $53.9M | 1.6% |
| 25 | VRNSVARONIS SYS INC | 1.3M | $53.3M | 1.6% |
| 26 | RHRH | 312,051 | $51.4M | 1.5% |
| 27 | MCHPMICROCHIP TECHNOLOGY INC. | 496,200 | $45.3M | 1.3% |
| 28 | METAMETA PLATFORMS INC | 70,000 | $39.4M | 1.2% |
| 29 | PFSIPENNYMAC FINL SVCS INC NEW | 401,757 | $35.0M | 1% |
| 30 | ACVAACV AUCTIONS INC | 4.3M | $30.7M | 0.9% |
| 31 | VNETVNET GROUP INC | 3.1M | $24.9M | 0.7% |
| 32 | GLOBALFOUNDRIES INC | 260,408 | $21.5M | 0.6% |
| 33 | INTCINTEL CORP | 118,800 | $16.6M | 0.5% |
| 34 | LOVELOVESAC CO | 990,212 | $16.5M | 0.5% |
| 35 | BWABORGWARNER INC | 218,000 | $14.5M | 0.4% |
| 36 | CERSCERUS CORP | 4.6M | $13.5M | 0.4% |
| 37 | CHWYCHEWY INC | 647,300 | $12.7M | 0.4% |
| 38 | WOLFWOLFSPEED INC | 258,124 | $12.5M | 0.4% |
| 39 | AMWLAMERICAN WELL CORP | 1.3M | $12.1M | 0.4% |
| 40 | LASRNLIGHT INC | 160,338 | $11.2M | 0.3% |
| 41 | GSATGLOBALSTAR INC | 129,310 | $10.5M | 0.3% |
| 42 | NVDANVIDIA CORPORATION | 40,600 | $8.1M | 0.2% |
| 43 | TSATTELESAT CORP | 137,668 | $7.0M | 0.2% |
| 44 | QCOMQUALCOMM INC | 35,000 | $6.5M | 0.2% |
| 45 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 996,951 | $5.8M | 0.2% |
| 46 | MGNIMAGNITE INC | 224,100 | $4.3M | 0.1% |
| 47 | LULULULULEMON ATHLETICA INC | 36,750 | $4.2M | 0.1% |
| 48 | PWRLPOWERLAW CORP | 198,879 | $2.9M | 0.1% |
| 49 | INDIINDIE SEMICONDUCTOR INC | 552,843 | $2.5M | 0.1% |
| 50 | UNIQURE NV | 42,300 | $1.9M | 0.1% |
| 51 | VSXYVICTORIAS SECRET AND CO | 22,232 | $1.9M | 0.1% |
| 52 | BTXBLACKROCK TECH AND PRIVATE E | 200,000 | $1.8M | 0.1% |
| 53 | RNTXREIN THERAPEUTICS INC | 1.2M | $1.3M | 0% |
| 54 | COGNYTE SOFTWARE LTD | 134,708 | $1.2M | 0% |
| 55 | GDSGDS HLDGS LTD | 30,000 | $900,900 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.