Senvest Management, LLC 13F Holdings · Q2 2026
Senvest Management, LLC reported 55 securities worth $3.41B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSEM (13.94%), MDA (5.30%), ILMN (5.20%). Among its top 25 positions this quarter: 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $475.2M | 13.94% | 1.8M | Trimmed |
| 2 | MDA | MDA SPACE LTD | $180.7M | 5.30% | 4.4M | Trimmed |
| 3 | ILMN | ILLUMINA INC | $177.4M | 5.20% | 1.0M | Trimmed |
| 4 | COMP | COMPASS INC | $155.0M | 4.55% | 12.6M | Added |
| 5 | BILL | BILL HOLDINGS INC | $148.4M | 4.35% | 4.1M | Added |
| 6 | WIX | WIX COM LTD | $132.4M | 3.88% | 2.9M | Trimmed |
| 7 | PATH | UIPATH INC | $131.4M | 3.85% | 12.1M | Added |
| 8 | ALGN | ALIGN TECHNOLOGY INC | $125.7M | 3.69% | 745,345 | Trimmed |
| 9 | RDWR | RADWARE LTD | $124.9M | 3.66% | 4.0M | Hold |
| 10 | NCNO | NCINO INC | $119.8M | 3.51% | 7.3M | Added |
| 11 | VAC | MARRIOTT VACATIONS WORLDWIDE | $114.7M | 3.36% | 1.1M | Trimmed |
| 12 | OKTA | OKTA INC | $112.7M | 3.30% | 825,615 | Trimmed |
| 13 | GENI | GENIUS SPORTS LIMITED | $96.2M | 2.82% | 15.9M | Added |
| 14 | VOYG | VOYAGER TECHNOLOGIES INC | $95.6M | 2.81% | 3.0M | Trimmed |
| 15 | DKS | DICKS SPORTING GOODS INC | $94.9M | 2.78% | 418,501 | Trimmed |
| 16 | RDDT | REDDIT INC | $87.6M | 2.57% | 504,461 | Added |
| 17 | CRTO | CRITEO S A | $84.0M | 2.46% | 4.6M | Hold |
| 18 | PINS | PINTEREST INC | $82.5M | 2.42% | 3.9M | Added |
| 19 | CEVA | CEVA INC | $77.0M | 2.26% | 1.6M | Trimmed |
| 20 | HAPN | HAPPEN INC | $69.4M | 2.04% | 3.3M | Trimmed |
| 21 | KRNT | KORNIT DIGITAL LTD | $69.1M | 2.03% | 4.3M | Added |
| 22 | AAT | AMERICAN ASSETS TR INC | $65.5M | 1.92% | 2.7M | Trimmed |
| 23 | CIEN | CIENA CORP | $64.0M | 1.88% | 130,426 | Trimmed |
| 24 | UNFI | UNITED NAT FOODS INC | $53.9M | 1.58% | 1.2M | Trimmed |
| 25 | VRNS | VARONIS SYS INC | $53.3M | 1.56% | 1.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR