EdgeMarket › What Senvest Management, Llc reported owning
What Senvest Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
50Quarter
2026-03-31Shown below
49largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSEM TOWER SEMICONDUCTOR LTD | 398.7M | 13.2% | 2.3M | 222.59 | +344.7% |
| WIX Wix.com Ltd. | 338.2M | 11.2% | 3.8M | 82.07 | -35.3% |
| ILMN ILLUMINA, INC. | 190.4M | 6.3% | 1.5M | 219.40 | +117.7% |
| BILL BILL Holdings, Inc. | 146.9M | 4.9% | 3.8M | 47.82 | +14.8% |
| ALGN ALIGN TECHNOLOGY INC | 129.4M | 4.3% | 754.8K | 162.55 | +13.2% |
| MDA MDA Space Ltd. | 120.6M | 4.0% | 4.8M | 30.92 | — |
| RDWR RADWARE LTD | 106.5M | 3.5% | 4.0M | 27.85 | +13.3% |
| RH RH | 89.0M | 3.0% | 636.2K | 153.21 | -29.3% |
| PATH UiPath, Inc. | 86.4M | 2.9% | 7.8M | 16.39 | +49.5% |
| DKS DICK'S SPORTING GOODS, INC. | 84.0M | 2.8% | 423.5K | 183.23 | -17.8% |
| VOYG Voyager Technologies, Inc./TX | 83.8M | 2.8% | 3.6M | 38.40 | +27.2% |
| CRTO Criteo S.A. | 82.4M | 2.7% | 4.6M | 17.44 | -27.7% |
| NCNO nCino, Inc. | 79.5M | 2.6% | 5.3M | 20.62 | -26.0% |
| VAC MARRIOTT VACATIONS WORLDWIDE Corp | 75.0M | 2.5% | 1.2M | 112.55 | +53.1% |
| CIEN CIENA CORP | 67.1M | 2.2% | 172.9K | 395.79 | +356.8% |
| COMP Compass, Inc. | 67.1M | 2.2% | 9.2M | 11.75 | +41.9% |
| PINS PINTEREST, INC. | 65.9M | 2.2% | 3.6M | 23.40 | -34.0% |
| AAT American Assets Trust, Inc. | 65.9M | 2.2% | 3.6M | 22.83 | +15.8% |
| OKTA Okta, Inc. | 65.4M | 2.2% | 830.5K | 135.14 | +48.5% |
| HAPN Happen, Inc. | 65.1M | 2.2% | 4.5M | 18.42 | +21.3% |
| KRNT Kornit Digital Ltd. | 60.7M | 2.0% | 4.1M | 16.77 | +9.9% |
| GENI Genius Sports Ltd | 60.5M | 2.0% | 13.7M | 8.06 | -36.2% |
| GSAT Globalstar, Inc. | 57.7M | 1.9% | 868.9K | 82.36 | +230.5% |
| UNFI UNITED NATURAL FOODS INC | 55.7M | 1.8% | 1.2M | 48.04 | +76.0% |
| RDDT Reddit, Inc. | 48.4M | 1.6% | 359.4K | 153.29 | -29.8% |
| PFSI PennyMac Financial Services, Inc. | 44.5M | 1.5% | 508.6K | 75.09 | -28.7% |
| CEVA CEVA INC | 44.1M | 1.5% | 2.4M | 27.99 | +26.1% |
| MCHP MICROCHIP TECHNOLOGY INC | 33.4M | 1.1% | 516.2K | 76.08 | +14.0% |
| VRNS VARONIS SYSTEMS INC | 31.1M | 1.0% | 1.4M | 41.23 | -29.2% |
| AAON AAON, INC. | 25.7M | 0.9% | 310.7K | 79.44 | -0.8% |
| VNET VNET Group, Inc. | 23.3M | 0.8% | 2.8M | 6.72 | -15.8% |
| LOVE Lovesac Co | 15.1M | 0.5% | 1.0M | 16.07 | -12.0% |
| ACVA ACV Auctions Inc. | 15.0M | 0.5% | 3.5M | 7.43 | -34.7% |
| LASR NLIGHT, INC. | 13.7M | 0.5% | 239.5K | 47.39 | +82.6% |
| CHWY Chewy, Inc. | 11.1M | 0.4% | 410.0K | 24.02 | -41.3% |
| CAE CAE INC | 9.6M | 0.3% | 370.0K | 24.91 | -7.0% |
| MU MICRON TECHNOLOGY INC | 8.1M | 0.3% | 24.0K | 966.78 | +724.8% |
| CERS CERUS CORP | 7.5M | 0.2% | 4.1M | 2.81 | +142.2% |
| EVLV Evolv Technologies Holdings, Inc. | 6.0M | 0.2% | 997.0K | 5.34 | -33.1% |
| AMWL American Well Corp | 6.0M | 0.2% | 1.1M | 11.90 | +73.7% |
| INTC INTEL CORP | 5.2M | 0.2% | 118.8K | 90.07 | +282.6% |
| TSAT Telesat Corp | 5.0M | 0.2% | 137.7K | 44.29 | +122.2% |
| WOLF WOLFSPEED, INC. | 4.6M | 0.2% | 281.6K | 25.76 | +1727.0% |
| MGNI MAGNITE, INC. | 2.7M | 0.1% | 224.1K | 23.50 | +7.6% |
| MAPS WM TECHNOLOGY, INC. | 2.1M | 0.1% | 3.2M | 0.37 | -64.7% |
| QURE uniQure N.V. | 1.2M | 0.0% | 72.3K | 48.37 | +212.5% |
| CGNT Cognyte Software Ltd. | 1.1M | 0.0% | 134.7K | 8.60 | +1.1% |
| RNTX Rein Therapeutics, Inc. | 300.2K | 0.0% | 230.9K | 0.82 | -28.9% |
| DOCS Doximity, Inc. | 295.9K | 0.0% | 12.7K | 25.33 | -60.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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