Senvest Management as of June 30, 2025
Portfolio Holdings for Senvest Management
Senvest Management holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 11.8 | $352M | 8.1M | 43.35 | |
| Wix SHS (WIX) | 10.8 | $323M | 2.0M | 158.46 | |
| Rh (RH) | 4.6 | $139M | 734k | 189.01 | |
| Ciena Corp Com New (CIEN) | 4.5 | $135M | 1.7M | 81.33 | |
| Align Technology (ALGN) | 4.4 | $133M | 700k | 189.33 | |
| Illumina (ILMN) | 4.4 | $132M | 1.4M | 95.41 | |
| Marriott Vacations Wrldwde Cp (VAC) | 4.4 | $131M | 1.8M | 72.31 | |
| Boston Properties (BXP) | 4.3 | $129M | 1.9M | 67.47 | |
| Uipath Cl A (PATH) | 4.2 | $127M | 9.9M | 12.80 | |
| Radware Ord (RDWR) | 4.0 | $119M | 4.0M | 29.44 | |
| Voyager Technologies Com Cl A (VOYG) | 3.7 | $111M | 2.8M | 39.25 | |
| Pinterest Cl A (PINS) | 3.7 | $110M | 3.1M | 35.86 | |
| Criteo S A Spons Ads (CRTO) | 3.3 | $98M | 4.1M | 23.96 | |
| Bill Com Holdings Ord (BILL) | 2.8 | $85M | 1.8M | 46.26 | |
| Genius Sports Shares Cl A (GENI) | 2.7 | $81M | 7.8M | 10.40 | |
| Kornit Digital SHS (KRNT) | 2.6 | $79M | 4.0M | 19.91 | |
| Epam Systems (EPAM) | 2.6 | $78M | 444k | 176.82 | |
| Bank Ozk (OZK) | 2.5 | $74M | 1.6M | 47.06 | |
| Lendingclub Corp Com New (LC) | 2.4 | $71M | 5.9M | 12.03 | |
| United Natural Foods (UNFI) | 2.1 | $62M | 2.6M | 23.31 | |
| Ceva (CEVA) | 1.6 | $47M | 2.2M | 21.98 | |
| Pennymac Financial Services (PFSI) | 1.4 | $42M | 417k | 99.64 | |
| Nlight (LASR) | 1.2 | $36M | 1.8M | 19.68 | |
| Boeing Company (BA) | 1.1 | $32M | 154k | 209.53 | |
| Globalstar Com New (GSAT) | 1.0 | $31M | 1.3M | 23.55 | |
| Acv Auctions Com Cl A (ACVA) | 0.9 | $27M | 1.7M | 16.22 | |
| Lovesac Company (LOVE) | 0.8 | $23M | 1.3M | 18.20 | |
| Verint Systems (VRNT) | 0.7 | $22M | 1.1M | 19.67 | |
| Audiocodes Ord (AUDC) | 0.6 | $19M | 1.9M | 9.82 | |
| American Assets Trust Inc reit (AAT) | 0.5 | $14M | 718k | 19.75 | |
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $14M | 92k | 149.58 | |
| Qorvo (QRVO) | 0.5 | $14M | 162k | 84.91 | |
| Alexandria Real Estate Equities (ARE) | 0.4 | $12M | 171k | 72.63 | |
| American Well Corp Com Cl A New (AMWL) | 0.4 | $12M | 1.3M | 8.89 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $12M | 52k | 221.25 | |
| Elbit Sys Ord (ESLT) | 0.3 | $9.8M | 22k | 449.50 | |
| Guess? (GES) | 0.3 | $8.3M | 683k | 12.09 | |
| Dick's Sporting Goods (DKS) | 0.3 | $7.9M | 40k | 197.81 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $6.5M | 1.0M | 6.24 | |
| Cerus Corporation (CERS) | 0.2 | $5.6M | 4.0M | 1.41 | |
| Okta Cl A (OKTA) | 0.2 | $4.5M | 45k | 99.97 | |
| Varonis Sys (VRNS) | 0.1 | $4.2M | 82k | 50.75 | |
| Teradyne (TER) | 0.1 | $3.7M | 42k | 89.92 | |
| Wm Technology (MAPS) | 0.1 | $2.9M | 3.2M | 0.90 | |
| Algoma Stl Group (ASTL) | 0.1 | $1.9M | 275k | 6.89 | |
| Ncino (NCNO) | 0.1 | $1.8M | 65k | 27.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | 10k | 177.39 | |
| Cognyte Software Ord Shs (CGNT) | 0.0 | $1.4M | 149k | 9.24 | |
| Mobileye Global Common Class A (MBLY) | 0.0 | $1.4M | 76k | 17.98 | |
| Lyft Cl A Com (LYFT) | 0.0 | $978k | 62k | 15.76 | |
| Douglas Elliman (DOUG) | 0.0 | $741k | 319k | 2.32 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $323k | 231k | 1.40 |
