Senvest Management, LLC
- SEC CIK
- 0001328785
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 52
- +10 vs. Q1 2025
- Portfolio value
- $2.98B
- +$589.5M (+24.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSEMTower Semiconductor Ltd | SHS NEW | 8,128,614 | $352.4M | 11.8% | +69,207+0.9% | Added | History |
| WIXWix.com Ltd. | SHS | 2,040,910 | $323.4M | 10.8% | +496,770+32.2% | Added | History |
| RHRH | COM | 733,894 | $138.7M | 4.7% | +259,200+54.6% | Added | History |
| CIENCiena Corp | COM NEW | 1,655,012 | $134.6M | 4.5% | +182,900+12.4% | Added | History |
| ALGNAlign Technology Inc | COM | 699,918 | $132.5M | 4.4% | −31,821−4.3% | Reduced | History |
| ILMNIllumina, Inc. | COM | 1,382,592 | $131.9M | 4.4% | +231,300+20.1% | Added | History |
| VACMarriott Vacations Worldwide Corp | COM | 1,816,012 | $131.3M | 4.4% | +294,937+19.4% | Added | History |
| BXPBXP, Inc. | COM | 1,904,380 | $128.5M | 4.3% | −158,845−7.7% | Reduced | History |
| PATHUiPath, Inc. | Stock | 9,892,856 | $126.6M | 4.2% | −2,203,627−18.2% | Reduced | History |
| RDWRRadware Ltd | ORD | 4,046,559 | $119.1M | 4.0% | −69,038−1.7% | Reduced | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 2,815,648 | $110.5M | 3.7% | +2,815,648 | New | History |
| PINSPinterest, Inc. | CL A | 3,056,740 | $109.6M | 3.7% | +579,600+23.4% | Added | History |
| CRTOCriteo S.A. | SPONS ADS | 4,071,880 | $97.6M | 3.3% | +74,612+1.9% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 1,827,889 | $84.6M | 2.8% | +896,393+96.2% | Added | History |
| GENIGenius Sports Ltd | SHARES CL A | 7,813,156 | $81.3M | 2.7% | +107,083+1.4% | Added | History |
| KRNTKornit Digital Ltd. | SHS | 3,972,255 | $79.1M | 2.7% | −49,811−1.2% | Reduced | History |
| EPAMEPAM Systems, Inc. | COM | 443,606 | $78.4M | 2.6% | +171,645+63.1% | Added | History |
| OZKBank OZK | COM | 1,581,582 | $74.4M | 2.5% | +310,707+24.4% | Added | History |
| HAPNHappen, Inc. | COM NEW | 5,881,290 | $70.8M | 2.4% | +1,117,241+23.5% | Added | History |
| UNFIUnited Natural Foods Inc | COM | 2,403,987 | $56.0M | 1.9% | +2,205,196+1,109.3% | Added | History |
| CEVACeva Inc | COM | 2,151,632 | $47.3M | 1.6% | +166,425+8.4% | Added | History |
| PFSIPennyMac Financial Services, Inc. | COM | 417,333 | $41.6M | 1.4% | −467,596−52.8% | Reduced | History |
| LASRNlight, Inc. | COM | 1,810,257 | $35.6M | 1.2% | −784,036−30.2% | Reduced | History |
| BABoeing Co | Stock | 153,750 | $32.2M | 1.1% | +153,750 | New | History |
| GSATGlobalstar, Inc. | COM NEW | 1,330,533 | $31.3M | 1.1% | +452,624+51.6% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 1,689,290 | $27.4M | 0.9% | +999,290+144.8% | Added | History |
| LOVELovesac Co | COM | 1,282,634 | $23.3M | 0.8% | +10,000+0.8% | Added | History |
| VRNTVerint Systems Inc | COM | 1,090,737 | $21.5M | 0.7% | −470,906−30.2% | Reduced | History |
| AUDCAudiocodes Ltd | ORD | 1,904,209 | $18.7M | 0.6% | −672,385−26.1% | Reduced | History |
| AATAmerican Assets Trust, Inc. | COM | 718,159 | $14.2M | 0.5% | +718,159 | New | History |
| BXBlackstone Inc. | COM | 92,400 | $13.8M | 0.5% | +92,400 | New | History |
| QRVOQorvo, Inc. | Stock | 162,083 | $13.8M | 0.5% | +162,083 | New | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 171,134 | $12.4M | 0.4% | +171,134 | New | History |
| AMWLAmerican Well Corp | COM CL A NEW | 1,312,852 | $11.7M | 0.4% | +4,497+0.3% | Added | History |
| CHKPCheck Point Software Technologies Ltd | ORD | 52,300 | $11.6M | 0.4% | +52,300 | New | History |
| ESLTElbit Systems Ltd | Stock | 21,700 | $9.75M | 0.3% | +21,700 | New | History |
| GESGuess Inc | COM | 682,491 | $8.25M | 0.3% | +682,491 | New | History |
| DKSDick's Sporting Goods, Inc. | Stock | 40,000 | $7.91M | 0.3% | +40,000 | New | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 1,048,180 | $6.54M | 0.2% | 00.0% | Unchanged | History |
| CERSCerus Corp | COM | 4,005,568 | $5.65M | 0.2% | −400,000−9.1% | Reduced | History |
| OKTAOkta, Inc. | CL A | 45,000 | $4.50M | 0.2% | +45,000 | New | History |
| VRNSVaronis Systems Inc | COM | 81,777 | $4.15M | 0.1% | −208,200−71.8% | Reduced | History |
| TERTeradyne, Inc | Stock | 41,605 | $3.74M | 0.1% | +41,605 | New | History |
| MAPSWM Technology, Inc. | COM | 3,196,829 | $2.86M | 0.1% | 00.0% | Unchanged | History |
| ASTLAlgoma Steel Group Inc. | COM | 275,089 | $1.90M | 0.1% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 65,000 | $1.82M | 0.1% | +65,000 | New | History |
| GOOGAlphabet Inc. | Stock | 10,000 | $1.77M | 0.1% | +10,000 | New | History |
| CGNTCognyte Software Ltd. | ORD SHS | 149,441 | $1.38M | <0.1% | −397,371−72.7% | Reduced | History |
| MBLYMobileye Global Inc. | Stock | 76,165 | $1.37M | <0.1% | +76,165 | New | History |
| LYFTLyft, Inc. | CL A COM | 62,036 | $977.7K | <0.1% | +62,036 | New | History |
| DOUGDouglas Elliman Inc. | COM | 319,334 | $740.9K | <0.1% | +319,334 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 230,895 | $323.3K | <0.1% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| UNFIUnited Natural Foods Inc | COM | – | $5.48M |
Sold out since Q1 2025 (7)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| AVDXAvidXchange Holdings, Inc. | COM | 4,048,665 | $34.3M | 1.4% | History |
| GOGrocery Outlet Holding Corp. | COM | 2,245,004 | $31.4M | 1.3% | History |
| COMPCompass, Inc. | CL A | 2,897,511 | $25.3M | 1.1% | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 2,659,176 | $19.1M | 0.8% | History |
| Satixfy Communications LtdM82363124 | ORD SHS | 4,277,958 | $5.13M | 0.2% | – |
| MKFGMarkforged Holding Corp | COM NEW | 640,819 | $3.00M | 0.1% | History |
| PACBPacific Biosciences of California, Inc. | COM | 1,093,954 | $1.29M | 0.1% | History |