Investor
Senvest Management, LLC
CIK 0001328785 · filed 2026-05-14 · SEC filing
13F book
$3.01B
Positions
49
8 new · 11 sold
Largest name
13.2%
Tower Semiconductor Ltd · TSEM
Est. mark
−$179.6M
Price effect on 41 names still held. Flow −$40.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tower Semiconductor Ltd | TSEM | 2.27M | $398.7M | 13.2% | $131.9M | Cut−$67.6M |
| Wix.com Ltd. | WIX | 3.75M | $338.2M | 11.2% | −$41.6M | Added$25.6M |
| Illumina, Inc. | ILMN | 1.54M | $190.4M | 6.3% | −$11.1M | Added$6.51M |
| BILL Holdings, Inc. | BILL | 3.84M | $146.9M | 4.9% | −$41.8M | Added$6.55M |
| Align Technology Inc | ALGN | 754.8K | $129.4M | 4.3% | $10.6M | Added$20.9M |
| MDA Space Ltd. | MDA | 4.76M | $120.6M | 4.0% | — | New |
| Radware Ltd | RDWR | 4.05M | $106.5M | 3.5% | $9.02M | Held |
| RH | RH | 636.2K | $89M | 3.0% | −$25M | Cut−$62M |
| UiPath, Inc. | PATH | 7.78M | $86.4M | 2.9% | −$41.2M | Cut−$55.6M |
| Dicks Sporting Goods Inc | — | 423.5K | $84M | 2.8% | $90.4K | Added$28.1M |
| Voyager Technologies Inc | — | 3.58M | $83.8M | 2.8% | −$9.85M | Cut−$18.3M |
| Criteo S.A. | CRTO | 4.6M | $82.4M | 2.7% | −$11.8M | Added−$8.2M |
| nCino, Inc. | NCNO | 5.31M | $79.5M | 2.6% | −$43.5M | Added−$25M |
| MARRIOTT VACATIONS WORLDWIDE Corp | VAC | 1.15M | $75M | 2.5% | $8.56M | Cut$6.45M |
| Ciena Corp | CIEN | 172.9K | $67.1M | 2.2% | $26.7M | Cut$370.8K |
| Compass, Inc. | COMP | 9.18M | $67.1M | 2.2% | −$7.98M | Added$41.2M |
| Pinterest, Inc. | PINS | 3.59M | $65.9M | 2.2% | −$25.8M | Added−$22.6M |
| American Assets Tr Inc | — | 3.58M | $65.9M | 2.2% | −$1.52M | Added$10.4M |
| Okta, Inc. | OKTA | 830.5K | $65.4M | 2.2% | −$4.17M | Added$18.9M |
| Lendingclub Corp | HAPN | 4.55M | $65.1M | 2.2% | −$20M | Added−$16.7M |
| Kornit Digital Ltd. | KRNT | 4.14M | $60.7M | 2.0% | $1.16M | Held |
| Genius Sports Limited | — | 13.7M | $60.5M | 2.0% | −$62M | Added−$43.2M |
| Globalstar, Inc. | GSAT | 868.9K | $57.7M | 1.9% | $3.66M | Added$16.2M |
| United Nat Foods Inc | — | 1.24M | $55.7M | 1.8% | $14.1M | Cut−$14.3M |
| Reddit, Inc. | RDDT | 359.4K | $48.4M | 1.6% | — | New |
| Pennymac Finl Svcs Inc New | — | 508.6K | $44.5M | 1.5% | −$18.5M | Added−$10.6M |
| Ceva Inc | CEVA | 2.36M | $44.1M | 1.5% | −$6.7M | Cut−$7.32M |
| Microchip Technology Inc. | — | 516.2K | $33.4M | 1.1% | — | New |
| Varonis Sys Inc | — | 1.45M | $31.1M | 1.0% | −$3.24M | Added$21.7M |
| Aaon, Inc. | AAON | 310.7K | $25.7M | 0.9% | $1.23M | Added$11.3M |
| VNET Group, Inc. | VNET | 2.78M | $23.3M | 0.8% | −$62.4K | Added$15.8M |
| Lovesac Company | LOVE | 1.03M | $15.1M | 0.5% | $15K | Added$4.08M |
| ACV Auctions Inc. | ACVA | 3.53M | $15M | 0.5% | −$12.2M | Added−$11M |
| Nlight, Inc. | LASR | 239.5K | $13.7M | 0.5% | $4.67M | Cut−$23.8M |
| Chewy, Inc. | CHWY | 410K | $11.1M | 0.4% | — | New |
| CAE Inc | CAE | 370K | $9.64M | 0.3% | — | New |
| Micron Technology Inc | MU | 24K | $8.11M | 0.3% | — | New |
| Cerus Corp | CERS | 4.11M | $7.49M | 0.2% | −$951.7K | Added−$680.8K |
| Evolv Technologies Hldngs In | — | 997K | $6.03M | 0.2% | −$1.11M | Held |
| American Well Corp | AMWL | 1.14M | $5.98M | 0.2% | $127K | Added$4.2M |
| Intel Corp | INTC | 118.8K | $5.24M | 0.2% | — | New |
| Telesat Corp | TSAT | 137.7K | $4.98M | 0.2% | $956.1K | Added$1.06M |
| Wolfspeed, Inc. | WOLF | 281.6K | $4.6M | 0.2% | −$307K | Cut−$4.2M |
| Magnite, Inc. | MGNI | 224.1K | $2.66M | 0.1% | −$974.8K | Held |
| Wm Technology, Inc. | MAPS | 3.2M | $2.1M | 0.1% | −$532.9K | Held |
| Uniqure Nv | — | 72.3K | $1.18M | 0.0% | −$379K | Added−$14.4K |
| Cognyte Software Ltd. | CGNT | 134.7K | $1.09M | 0.0% | −$175.1K | Cut−$313.6K |
| Rein Therapeutics, Inc. | RNTX | 230.9K | $300.2K | 0.0% | $32.3K | Held |
| Doximity, Inc. | DOCS | 12.7K | $295.9K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.