Senvest Management, LLC Top Holdings and 13F Report (2026)

About Senvest Management, LLC

Investment Activity

Senvest Management, LLC has $3.01 billion in total holdings as of March 31, 2026.
Senvest Management, LLC owns shares of 49 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 20.85% of the portfolio was purchased this quarter.
About 26.15% of the portfolio was sold this quarter.
This quarter, Senvest Management, LLC has purchased 52 new stocks and bought additional shares in 24 stocks.
Senvest Management, LLC sold shares of 11 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Tower Semiconductor: $398,704,423
Wix.com: $338,184,028
Illumina: $190,383,328
BILL: $154,588,298
Align Technology: $129,394,850

Largest New Holdings this Quarter

55293N109 - MDA SPACE LTD: $120,570,979 Holding
75734B100 - REDDIT INC: $48,392,133 Holding
595017104 - Microchip Technology: $33,351,682 Holding
16679L109 - Chewy: $11,070,000 Holding
124765108 - CAE: $9,638,500 Holding

Largest Purchases this Quarter

MDA SPACE LTD: 4,761,887 shares (about $120.57M)
Wix.com: 746,200 shares (about $67.21M)
BILL: 1,462,987 shares (about $56.03M)
Compass: 6,730,771 shares (about $49.20M)
REDDIT INC: 359,392 shares (about $48.39M)

Largest Sales this Quarter

Tower Semiconductor: 1,699,577 shares (about $298.24M)
Ciena: 112,550 shares (about $43.70M)
nLight: 758,047 shares (about $43.22M)
United Natural Foods: 843,432 shares (about $38.01M)
RH: 206,358 shares (about $28.85M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSEM Tower Semiconductor	$398,704,423	$298,241,772 â–¼	-42.8%	2,272,079	13.2%	Computer and Technology
WIX Wix.com	$338,184,028	$67,210,234 â–²	24.8%	3,754,680	11.2%	Computer and Technology
ILMN Illumina	$190,383,328	$17,587,476 â–²	10.2%	1,544,567	6.3%	Medical
BILL BILL	$154,588,298	$56,032,402 â–²	56.9%	4,036,248	5.1%	Computer and Technology
ALGN Align Technology	$129,394,850	$10,260,943 â–²	8.6%	754,797	4.3%	Medical
MDA SPACE LTD	$120,570,979	$120,570,979 â–²	New Holding	4,761,887	4.0%	COM
RDWR Radware	$106,505,433		0.0%	4,046,559	3.5%	Computer and Technology
RH RH	$88,956,141	$28,852,976 â–¼	-24.5%	636,219	3.0%	Consumer Staples
PATH UiPath	$86,411,524	$9,790,300 â–¼	-10.2%	7,784,822	2.9%	Computer and Technology
DKS DICK'S Sporting Goods	$83,966,099	$27,966,029 â–²	49.9%	423,451	2.8%	Retail/Wholesale
VOYAGER TECHNOLOGIES INC	$83,769,905	$7,584,909 â–¼	-8.3%	3,581,441	2.8%	COM CL A
CRTO Criteo	$82,429,983	$3,586,000 â–²	4.5%	4,597,322	2.7%	Computer and Technology
NCNO nCino	$79,520,851	$18,428,276 â–²	30.2%	5,308,468	2.6%	Computer and Technology
VAC Marriott Vacations Worldwide	$75,016,612	$2,377,661 â–¼	-3.1%	1,151,975	2.5%	Consumer Discretionary
CIEN Ciena	$67,135,061	$43,695,287 â–¼	-39.4%	172,926	2.2%	Computer and Technology
COMP Compass	$67,103,936	$49,201,936 â–²	274.8%	9,179,745	2.2%	Computer and Technology
PINS Pinterest	$65,924,616	$3,209,500 â–²	5.1%	3,594,581	2.2%	Computer and Technology
AAT American Assets Trust	$65,853,564	$11,922,647 â–²	22.1%	3,577,054	2.2%	Finance
OKTA Okta	$65,369,836	$23,054,159 â–²	54.5%	830,515	2.2%	Computer and Technology
LC LendingClub	$65,110,348	$3,247,117 â–²	5.2%	4,546,812	2.2%	Financial Services
KRNT Kornit Digital	$60,712,264		0.0%	4,141,355	2.0%	Industrials
GENI Genius Sports	$60,485,997	$18,797,185 â–²	45.1%	13,653,724	2.0%	Computer and Technology
GLOBALSTAR INC	$57,715,393	$12,508,546 â–²	27.7%	868,946	1.9%	COM NEW
UNFI United Natural Foods	$55,745,168	$38,005,046 â–¼	-40.5%	1,237,132	1.8%	Consumer Staples
REDDIT INC	$48,392,133	$48,392,133 â–²	New Holding	359,392	1.6%	CL A
PFSI PennyMac Financial Services	$44,454,524	$7,979,620 â–²	21.9%	508,633	1.5%	Finance
CEVA Ceva	$44,058,872	$540,300 â–¼	-1.2%	2,358,612	1.5%	Computer and Technology
MCHP Microchip Technology	$33,351,682	$33,351,682 â–²	New Holding	516,200	1.1%	Computer and Technology
VRNS Varonis Systems	$31,108,806	$24,962,117 â–²	406.1%	1,448,943	1.0%	Computer and Technology
AAON AAON	$25,713,735	$10,029,300 â–²	63.9%	310,740	0.9%	Construction
VNET VNET Group	$23,321,154	$15,839,338 â–²	211.7%	2,779,637	0.8%	Computer and Technology
LOVE Lovesac	$15,145,055	$4,065,472 â–²	36.7%	1,025,393	0.5%	Retail/Wholesale
ACV AUCTIONS INC	$14,970,528	$1,236,931 â–²	9.0%	3,530,785	0.5%	COM CL A
LASR nLight	$13,653,667	$43,223,840 â–¼	-76.0%	239,454	0.5%	Computer and Technology
CHWY Chewy	$11,070,000	$11,070,000 â–²	New Holding	410,000	0.4%	Retail/Wholesale
CAE CAE	$9,638,500	$9,638,500 â–²	New Holding	370,000	0.3%	Aerospace
MU Micron Technology	$8,108,160	$8,108,160 â–²	New Holding	24,000	0.3%	Computer and Technology
CERS Cerus	$7,487,591	$270,838 â–²	3.8%	4,114,061	0.2%	Medical
EVLV Evolv Technologies	$6,031,554		0.0%	996,951	0.2%	Computer and Technology
AMERICAN WELL CORP	$5,978,295	$4,070,367 â–²	213.3%	1,136,558	0.2%	COM CL A NEW
INTC Intel	$5,242,644	$5,242,644 â–²	New Holding	118,800	0.2%	Computer and Technology
TSAT Telesat	$4,983,582	$108,600 â–²	2.2%	137,668	0.2%	Computer and Technology
WOLFSPEED INC	$4,596,104	$3,649,315 â–¼	-44.3%	281,624	0.2%	COMMON STOCK
MGNI Magnite	$2,662,308		0.0%	224,100	0.1%	Computer and Technology
MAPS WM Technology	$2,104,792		0.0%	3,196,829	0.1%	Business Services
QURE uniQure	$1,182,105	$364,605 â–²	44.6%	72,300	0.0%	Medical
CGNT Cognyte Software	$1,091,135	$119,337 â–¼	-9.9%	134,708	0.0%	Computer and Technology
REIN THERAPEUTICS INC	$300,164		0.0%	230,895	0.0%	COM NEW
DOXIMITY INC	$295,910	$295,910 â–²	New Holding	12,700	0.0%	CL A
EPAM EPAM Systems	$0	$168,294,988 â–¼	-100.0%	0	0.0%	Computer and Technology
HOUS Anywhere Real Estate	$0	$42,355,718 â–¼	-100.0%	0	0.0%	Finance
CHKP Check Point Software Technologies	$0	$30,133,274 â–¼	-100.0%	0	0.0%	Computer and Technology
BXP BXP	$0	$22,083,370 â–¼	-100.0%	0	0.0%	Finance
GDS GDS	$0	$17,542,660 â–¼	-100.0%	0	0.0%	Business Services
AR Antero Resources	$0	$15,399,175 â–¼	-100.0%	0	0.0%	Energy
AUDC AudioCodes	$0	$9,312,920 â–¼	-100.0%	0	0.0%	Computer and Technology
LEVI Levi Strauss & Co.	$0	$3,318,400 â–¼	-100.0%	0	0.0%	Retail/Wholesale
JBI Janus International Group	$0	$2,950,868 â–¼	-100.0%	0	0.0%	Construction
OZK Bank OZK	$0	$506,220 â–¼	-100.0%	0	0.0%	Finance
ASTL Algoma Steel Group	$0	$351,735 â–¼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Senvest Management, LLC Top Holdings and 13F Report (2026)

About Senvest Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Senvest Management, LLC Top Holdings and 13F Report (2026)

About Senvest Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSenvest Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools