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 (OUT) | 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 (AKTS) | 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 (BLRX) | 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 (EVGN) | 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 |