Senvest Management as of March 31, 2026
Portfolio Holdings for Senvest Management
Senvest Management holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 13.2 | $399M | 2.3M | 175.48 | |
| Wix SHS (WIX) | 11.2 | $338M | 3.8M | 90.07 | |
| Illumina (ILMN) | 6.3 | $190M | 1.5M | 123.26 | |
| Bill Com Holdings Ord (BILL) | 5.1 | $155M | 4.0M | 38.30 | |
| Align Technology (ALGN) | 4.3 | $129M | 755k | 171.43 | |
| Mda-tc (MDALF) | 4.0 | $121M | 4.8M | 25.32 | |
| Radware Ord (RDWR) | 3.5 | $107M | 4.0M | 26.32 | |
| Rh (RH) | 3.0 | $89M | 636k | 139.82 | |
| Uipath Cl A (PATH) | 2.9 | $86M | 7.8M | 11.10 | |
| Dick's Sporting Goods (DKS) | 2.8 | $84M | 424k | 198.29 | |
| Voyager Technologies Com Cl A (VOYG) | 2.8 | $84M | 3.6M | 23.39 | |
| Criteo S A Spons Ads (CRTO) | 2.7 | $82M | 4.6M | 17.93 | |
| Ncino (NCNO) | 2.6 | $80M | 5.3M | 14.98 | |
| Marriott Vacations Wrldwde Cp (VAC) | 2.5 | $75M | 1.2M | 65.12 | |
| Ciena Corp Com New (CIEN) | 2.2 | $67M | 173k | 388.23 | |
| Compass Cl A (COMP) | 2.2 | $67M | 9.2M | 7.31 | |
| Pinterest Cl A (PINS) | 2.2 | $66M | 3.6M | 18.34 | |
| American Assets Trust Inc reit (AAT) | 2.2 | $66M | 3.6M | 18.41 | |
| Okta Cl A (OKTA) | 2.2 | $65M | 831k | 78.71 | |
| Lendingclub Issuance Tr Ser Com New (LC) | 2.2 | $65M | 4.5M | 14.32 | |
| Kornit Digital SHS (KRNT) | 2.0 | $61M | 4.1M | 14.66 | |
| Genius Sports Shares Cl A (GENI) | 2.0 | $61M | 14M | 4.43 | |
| Globalstar Com New (GSAT) | 1.9 | $58M | 869k | 66.42 | |
| United Natural Foods (UNFI) | 1.8 | $56M | 1.2M | 45.06 | |
| Reddit Cl A (RDDT) | 1.6 | $48M | 359k | 134.65 | |
| Pennymac Financial Services (PFSI) | 1.5 | $45M | 509k | 87.40 | |
| Ceva (CEVA) | 1.5 | $44M | 2.4M | 18.68 | |
| Microchip Technology (MCHP) | 1.1 | $33M | 516k | 64.61 | |
| Varonis Sys (VRNS) | 1.0 | $31M | 1.4M | 21.47 | |
| Aaon Com Par $0.004 (AAON) | 0.9 | $26M | 311k | 82.75 | |
| Vnet Group Sponsored Ads A (VNET) | 0.8 | $23M | 2.8M | 8.39 | |
| Lovesac Company (LOVE) | 0.5 | $15M | 1.0M | 14.77 | |
| Acv Auctions Com Cl A (ACVA) | 0.5 | $15M | 3.5M | 4.24 | |
| Nlight (LASR) | 0.5 | $14M | 240k | 57.02 | |
| Chewy Cl A (CHWY) | 0.4 | $11M | 410k | 27.00 | |
| Cae (CAE) | 0.3 | $9.6M | 370k | 26.05 | |
| Micron Technology (MU) | 0.3 | $8.1M | 24k | 337.84 | |
| Cerus Corporation (CERS) | 0.2 | $7.5M | 4.1M | 1.82 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $6.0M | 997k | 6.05 | |
| American Well Corp Com Cl A New (AMWL) | 0.2 | $6.0M | 1.1M | 5.26 | |
| Intel Corporation (INTC) | 0.2 | $5.2M | 119k | 44.13 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.2 | $5.0M | 138k | 36.20 | |
| Wolfspeed Common Stock (WOLF) | 0.2 | $4.6M | 282k | 16.32 | |
| Magnite Ord (MGNI) | 0.1 | $2.7M | 224k | 11.88 | |
| Wm Technology (MAPS) | 0.1 | $2.1M | 3.2M | 0.66 | |
| Uniqure Nv SHS (QURE) | 0.0 | $1.2M | 72k | 16.35 | |
| Cognyte Software Ord Shs (CGNT) | 0.0 | $1.1M | 135k | 8.10 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $300k | 231k | 1.30 | |
| Doximity Cl A (DOCS) | 0.0 | $296k | 13k | 23.30 |
