Senvest Management as of March 31, 2020
Portfolio Holdings for Senvest Management
Senvest Management holds 52 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor (TSEM) | 15.0 | $128M | 8.1M | 15.92 | |
| Marriott Vacations Wrldwde Cp (VAC) | 13.0 | $111M | 2.0M | 55.58 | |
| Radware Ltd ord (RDWR) | 10.0 | $85M | 4.0M | 21.07 | |
| Intercept Pharmaceuticals In | 8.0 | $68M | 1.1M | 62.96 | |
| Frontdoor (FTDR) | 6.1 | $52M | 1.5M | 34.78 | |
| Switch Inc cl a | 5.7 | $49M | 3.4M | 14.43 | |
| Hilton Grand Vacations (HGV) | 4.9 | $42M | 2.6M | 15.77 | |
| Axcelis Technologies (ACLS) | 4.7 | $40M | 2.2M | 18.31 | |
| Pennymac Financial Services (PFSI) | 3.7 | $32M | 1.4M | 22.11 | |
| Wyndham Worldwide Corporation | 3.2 | $27M | 1.2M | 21.70 | |
| DSP | 2.8 | $24M | 1.8M | 13.40 | |
| Quotient Technology | 2.6 | $23M | 3.5M | 6.50 | |
| PennyMac Mortgage Investment Trust (PMT) | 2.6 | $22M | 2.1M | 10.62 | |
| Essent (ESNT) | 2.3 | $19M | 737k | 26.34 | |
| Michael Kors Holdings Ord (CPRI) | 2.2 | $19M | 1.7M | 10.79 | |
| Oxford Immunotec Global | 1.4 | $12M | 1.3M | 9.26 | |
| Howard Hughes | 1.3 | $11M | 225k | 50.52 | |
| Outfront Media | 1.3 | $11M | 796k | 13.48 | |
| Microsoft Corporation (MSFT) | 1.1 | $9.6M | 61k | 157.71 | |
| eBay (EBAY) | 0.8 | $6.5M | 217k | 30.06 | |
| Digimarc Corporation (DMRC) | 0.7 | $6.2M | 474k | 13.05 | |
| Liberty Media Corp Series C Li | 0.7 | $5.9M | 215k | 27.23 | |
| Allot Communications (ALLT) | 0.6 | $5.2M | 550k | 9.45 | |
| Intercept Pharmaceuticals In Note 2.000 5/1 bnd | 0.5 | $4.3M | 5.0M | 0.87 | |
| Irsa Propiedades Comerciales | 0.5 | $4.1M | 571k | 7.25 | |
| Audiocodes Ltd Com Stk (AUDC) | 0.4 | $3.4M | 144k | 23.89 | |
| At Home Group | 0.4 | $3.3M | 1.6M | 2.02 | |
| Ceva (CEVA) | 0.4 | $3.3M | 131k | 24.93 | |
| Nlight (LASR) | 0.3 | $2.7M | 258k | 10.49 | |
| ON Semiconductor (ON) | 0.3 | $2.7M | 213k | 12.44 | |
| Akoustis Technologies (AKTSQ) | 0.3 | $2.6M | 480k | 5.37 | |
| Radian (RDN) | 0.3 | $2.5M | 195k | 12.95 | |
| Change Healthcare | 0.3 | $2.4M | 242k | 9.99 | |
| Varonis Sys (VRNS) | 0.2 | $2.1M | 32k | 63.67 | |
| Cyberark Software (CYBR) | 0.2 | $1.6M | 18k | 85.56 | |
| Sangamo Biosciences (SGMO) | 0.2 | $1.5M | 235k | 6.37 | |
| Radcom (RDCM) | 0.2 | $1.4M | 230k | 6.08 | |
| Marvell Technology Group | 0.2 | $1.3M | 58k | 22.63 | |
| Palo Alto Networks (PANW) | 0.1 | $811k | 4.9k | 164.00 | |
| Menlo Therapeutics | 0.1 | $756k | 282k | 2.68 | |
| Biolinerx | 0.1 | $697k | 524k | 1.33 | |
| Vericel (VCEL) | 0.1 | $636k | 69k | 9.18 | |
| NVIDIA Corporation (NVDA) | 0.1 | $616k | 2.3k | 263.70 | |
| Amazon (AMZN) | 0.1 | $540k | 277.00 | 1949.46 | |
| SL Green Realty | 0.1 | $539k | 13k | 43.12 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $533k | 1.7k | 318.40 | |
| Evogene | 0.1 | $489k | 415k | 1.18 | |
| Cyren | 0.0 | $368k | 466k | 0.79 | |
| Inphi Corporation | 0.0 | $291k | 3.7k | 79.12 | |
| Lattice Semiconductor (LSCC) | 0.0 | $287k | 16k | 17.79 | |
| Cisco Systems (CSCO) | 0.0 | $281k | 7.2k | 39.30 | |
| salesforce (CRM) | 0.0 | $264k | 1.8k | 144.18 |
