Senvest Management as of June 30, 2026
Portfolio Holdings for Senvest Management
Senvest Management holds 55 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tower Semiconductor Shs New (TSEM) | 13.9 | $475M | 1.8M | 260.64 | |
| Mda-tc (MDA) | 5.3 | $181M | 4.4M | 41.28 | |
| Illumina (ILMN) | 5.2 | $177M | 1.0M | 175.83 | |
| Compass Cl A (COMP) | 4.5 | $155M | 13M | 12.33 | |
| Bill Com Holdings Ord (BILL) | 4.4 | $148M | 4.1M | 36.16 | |
| Wix SHS (WIX) | 3.9 | $132M | 2.9M | 45.37 | |
| Uipath Cl A (PATH) | 3.9 | $131M | 12M | 10.87 | |
| Align Technology (ALGN) | 3.7 | $126M | 745k | 168.66 | |
| Radware Ord (RDWR) | 3.7 | $125M | 4.0M | 30.86 | |
| Ncino (NCNO) | 3.5 | $120M | 7.3M | 16.35 | |
| Marriott Vacations Wrldwde Cp (VAC) | 3.4 | $115M | 1.1M | 101.88 | |
| Okta Cl A (OKTA) | 3.3 | $113M | 826k | 136.45 | |
| Genius Sports Shares Cl A (GENI) | 2.8 | $96M | 16M | 6.06 | |
| Voyager Technologies Com Cl A (VOYG) | 2.8 | $96M | 3.0M | 32.25 | |
| Dick's Sporting Goods (DKS) | 2.8 | $95M | 419k | 226.81 | |
| Reddit Cl A (RDDT) | 2.6 | $88M | 505k | 173.58 | |
| Criteo S A Spons Ads (CRTO) | 2.5 | $84M | 4.6M | 18.28 | |
| Pinterest Cl A (PINS) | 2.4 | $83M | 3.9M | 21.03 | |
| Ceva (CEVA) | 2.3 | $77M | 1.6M | 47.16 | |
| Happen Com New | 2.0 | $69M | 3.3M | 20.74 | |
| Kornit Digital SHS (KRNT) | 2.0 | $69M | 4.3M | 16.25 | |
| American Assets Trust Inc reit (AAT) | 1.9 | $66M | 2.7M | 24.69 | |
| Ciena Corp Com New (CIEN) | 1.9 | $64M | 130k | 490.56 | |
| United Natural Foods (UNFI) | 1.6 | $54M | 1.2M | 45.67 | |
| Varonis Sys (VRNS) | 1.6 | $53M | 1.3M | 41.96 | |
| Rh (RH) | 1.5 | $51M | 312k | 164.73 | |
| Microchip Technology (MCHP) | 1.3 | $45M | 496k | 91.20 | |
| Meta Platforms Cl A (META) | 1.2 | $39M | 70k | 563.29 | |
| Pennymac Financial Services (PFSI) | 1.0 | $35M | 402k | 87.10 | |
| Acv Auctions Com Cl A (ACVA) | 0.9 | $31M | 4.3M | 7.19 | |
| Vnet Group Sponsored Ads A (VNET) | 0.7 | $25M | 3.1M | 8.04 | |
| Globalfoundries Ordinary Shares (GFS) | 0.6 | $22M | 260k | 82.41 | |
| Intel Corporation (INTC) | 0.5 | $17M | 119k | 139.63 | |
| Lovesac Company (LOVE) | 0.5 | $17M | 990k | 16.69 | |
| BorgWarner (BWA) | 0.4 | $15M | 218k | 66.40 | |
| Cerus Corporation (CERS) | 0.4 | $14M | 4.6M | 2.92 | |
| Chewy Cl A (CHWY) | 0.4 | $13M | 647k | 19.65 | |
| Wolfspeed Common Stock (WOLF) | 0.4 | $13M | 258k | 48.25 | |
| American Well Corp Com Cl A New (AMWL) | 0.4 | $12M | 1.3M | 9.12 | |
| Nlight (LASR) | 0.3 | $11M | 160k | 69.62 | |
| Globalstar Com New (GSAT) | 0.3 | $11M | 129k | 81.29 | |
| NVIDIA Corporation (NVDA) | 0.2 | $8.1M | 41k | 200.09 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.2 | $7.0M | 138k | 50.62 | |
| Qualcomm (QCOM) | 0.2 | $6.5M | 35k | 184.79 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $5.8M | 997k | 5.80 | |
| Magnite Ord (MGNI) | 0.1 | $4.3M | 224k | 18.98 | |
| Lululemon Athletica (LULU) | 0.1 | $4.2M | 37k | 114.18 | |
| Powerlaw Corp | 0.1 | $2.9M | 199k | 14.68 | |
| Indie Semiconductor Class A Com (INDI) | 0.1 | $2.5M | 553k | 4.49 | |
| Uniqure Nv SHS (QURE) | 0.1 | $1.9M | 42k | 46.06 | |
| Victorias Secret And Common Stock (VSXY) | 0.1 | $1.9M | 22k | 83.48 | |
| Blackrock Tech And Private E Shs Ben Int (BTX) | 0.1 | $1.8M | 200k | 9.03 | |
| Rein Therapeutics Com New (RNTX) | 0.0 | $1.3M | 1.2M | 1.04 | |
| Cognyte Software Ord Shs (CGNT) | 0.0 | $1.2M | 135k | 8.78 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.0 | $901k | 30k | 30.03 |
