Senvest Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.01B
Q ending 2026-03-31
Prior quarter
$3.23B
Q ending 2025-12-31
Change
-6.6% QoQ · +26.0% YoY
Positions
50
reported holdings
Largest positions
All 50 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tower Semiconductor Ltd | Shares | $398.7M | 2.3M | |
| Wix Com Ltd | Shares | $338.2M | 3.8M | |
| Illumina Inc | ILMN | Shares | $190.4M | 1.5M |
| Bill Holdings Inc | BILL | Shares | $146.9M | 3.8M |
| Align Technology Inc | ALGN | Shares | $129.4M | 755K |
| Mda Space Ltd | MDA | Shares | $120.6M | 4.8M |
| Radware Ltd | Shares | $106.5M | 4.0M | |
| Rh | RH | Shares | $89.0M | 636K |
| Uipath Inc | PATH | Shares | $86.4M | 7.8M |
| Dicks Sporting Goods Inc | DKS | Shares | $84.0M | 423K |
| Voyager Technologies Inc | VOYG | Shares | $83.8M | 3.6M |
| Criteo S A | CRTO | Shares | $82.4M | 4.6M |
| Ncino Inc | NCNO | Shares | $79.5M | 5.3M |
| Marriott Vacations Worldwide | VAC | Shares | $75.0M | 1.2M |
| Ciena Corp | CIEN | Shares | $67.1M | 173K |
| Compass Inc | COMP | Shares | $67.1M | 9.2M |
| Pinterest Inc | PINS | Shares | $65.9M | 3.6M |
| American Assets Tr Inc | AAT | Shares | $65.9M | 3.6M |
| Okta Inc | OKTA | Shares | $65.4M | 831K |
| Lendingclub Issuance Tr Ser | HAPN | Shares | $65.1M | 4.5M |
| Kornit Digital Ltd | Shares | $60.7M | 4.1M | |
| Genius Sports Limited | Shares | $60.5M | 13.7M | |
| Globalstar Inc | GSAT | Shares | $57.7M | 869K |
| United Nat Foods Inc | UNFI | Shares | $55.7M | 1.2M |
| Reddit Inc | RDDT | Shares | $48.4M | 359K |
| Pennymac Finl Svcs Inc New | PFSI | Shares | $44.5M | 509K |
| Ceva Inc | CEVA | Shares | $44.1M | 2.4M |
| Microchip Technology Inc. | MCHP | Shares | $33.4M | 516K |
| Varonis Sys Inc | VRNS | Shares | $31.1M | 1.4M |
| Aaon Inc | AAON | Shares | $25.7M | 311K |
| Vnet Group Inc | VNET | Shares | $23.3M | 2.8M |
| Lovesac Company | LOVE | Shares | $15.1M | 1.0M |
| Acv Auctions Inc | ACVA | Shares | $15.0M | 3.5M |
| Nlight Inc | LASR | Shares | $13.7M | 239K |
| Chewy Inc | CHWY | Shares | $11.1M | 410K |
| Cae Inc | CAE | Shares | $9.6M | 370K |
| Micron Technology Inc | MU | Shares | $8.1M | 24K |
| Bill Holdings Inc | BILL | Call | $7.7M | 201K |
| Cerus Corp | CERS | Shares | $7.5M | 4.1M |
| Evolv Technologies Hldngs In | EVLV | Shares | $6.0M | 997K |
| American Well Corp | AMWL | Shares | $6.0M | 1.1M |
| Intel Corp | INTC | Shares | $5.2M | 119K |
| Telesat Corp | TSAT | Shares | $5.0M | 138K |
| Wolfspeed Inc | WOLF | Shares | $4.6M | 282K |
| Magnite Inc | MGNI | Shares | $2.7M | 224K |
| Wm Technology Inc | MAPS | Shares | $2.1M | 3.2M |
| Uniqure Nv | Shares | $1.2M | 72K | |
| Cognyte Software Ltd | Shares | $1.1M | 135K | |
| Rein Therapeutics Inc | RNTX | Shares | $300K | 231K |
| Doximity Inc | DOCS | Shares | $296K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.