Senvest Management, LLC
- SEC CIK
- 0001328785
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 55
- +6 vs. Q1 2026
- Portfolio value
- $3.41B
- +$402.8M (+13.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSEMTower Semiconductor Ltd | SHS NEW | 1,823,082 | $475.2M | 13.9% | −448,997−19.8% | Reduced | History |
| MDAMDA Space Ltd. | COM | 4,377,113 | $180.7M | 5.3% | −384,774−8.1% | Reduced | History |
| ILMNIllumina, Inc. | COM | 1,008,718 | $177.4M | 5.2% | −535,849−34.7% | Reduced | History |
| COMPCompass, Inc. | CL A | 12,569,334 | $155.0M | 4.5% | +3,389,589+36.9% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 4,102,668 | $148.4M | 4.4% | +267,320+7.0% | Added | History |
| WIXWix.com Ltd. | SHS | 2,918,880 | $132.4M | 3.9% | −835,800−22.3% | Reduced | History |
| PATHUiPath, Inc. | Stock | 12,085,222 | $131.4M | 3.9% | +4,300,400+55.2% | Added | History |
| ALGNAlign Technology Inc | COM | 745,345 | $125.7M | 3.7% | −9,452−1.3% | Reduced | History |
| RDWRRadware Ltd | ORD | 4,046,559 | $124.9M | 3.7% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 7,326,196 | $119.8M | 3.5% | +2,017,728+38.0% | Added | History |
| VACMarriott Vacations Worldwide Corp | COM | 1,126,132 | $114.7M | 3.4% | −25,843−2.2% | Reduced | History |
| OKTAOkta, Inc. | CL A | 825,615 | $112.7M | 3.3% | −4,900−0.6% | Reduced | History |
| GENIGenius Sports Ltd | SHARES CL A | 15,881,616 | $96.2M | 2.8% | +2,227,892+16.3% | Added | History |
| VOYGVoyager Technologies, Inc. | COM CL A | 2,965,788 | $95.6M | 2.8% | −615,653−17.2% | Reduced | History |
| DKSDick's Sporting Goods, Inc. | Stock | 418,501 | $94.9M | 2.8% | −4,950−1.2% | Reduced | History |
| RDDTReddit, Inc. | Stock | 504,461 | $87.6M | 2.6% | +145,069+40.4% | Added | History |
| CRTOCriteo S.A. | SPONS ADS | 4,597,322 | $84.0M | 2.5% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 3,922,718 | $82.5M | 2.4% | +328,137+9.1% | Added | History |
| CEVACeva Inc | COM | 1,633,155 | $77.0M | 2.3% | −725,457−30.8% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 3,346,293 | $69.4M | 2.0% | −1,200,519−26.4% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 4,251,355 | $69.1M | 2.0% | +110,000+2.7% | Added | History |
| AATAmerican Assets Trust, Inc. | COM | 2,651,358 | $65.5M | 1.9% | −925,696−25.9% | Reduced | History |
| CIENCiena Corp | COM NEW | 130,426 | $64.0M | 1.9% | −42,500−24.6% | Reduced | History |
| UNFIUnited Natural Foods Inc | COM | 1,181,132 | $53.9M | 1.6% | −56,000−4.5% | Reduced | History |
| VRNSVaronis Systems Inc | COM | 1,270,877 | $53.3M | 1.6% | −178,066−12.3% | Reduced | History |
| RHRH | COM | 312,051 | $51.4M | 1.5% | −324,168−51.0% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 496,200 | $45.3M | 1.3% | −20,000−3.9% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 70,000 | $39.4M | 1.2% | +70,000 | New | History |
| PFSIPennyMac Financial Services, Inc. | COM | 401,757 | $35.0M | 1.0% | −106,876−21.0% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 4,275,785 | $30.7M | 0.9% | +745,000+21.1% | Added | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 3,099,637 | $24.9M | 0.7% | +320,000+11.5% | Added | History |
| GFSGLOBALFOUNDRIES Inc. | Stock | 260,408 | $21.5M | 0.6% | +260,408 | New | History |
| INTCIntel Corp | Stock | 118,800 | $16.6M | 0.5% | 00.0% | Unchanged | History |
| LOVELovesac Co | COM | 990,212 | $16.5M | 0.5% | −35,181−3.4% | Reduced | History |
| BWABorgwarner Inc | COM | 218,000 | $14.5M | 0.4% | +218,000 | New | History |
| CERSCerus Corp | COM | 4,614,061 | $13.5M | 0.4% | +500,000+12.2% | Added | History |
| CHWYChewy, Inc. | CL A | 647,300 | $12.7M | 0.4% | +237,300+57.9% | Added | History |
| WOLFWolfspeed, Inc. | COMMON STOCK | 258,124 | $12.5M | 0.4% | −23,500−8.3% | Reduced | History |
| AMWLAmerican Well Corp | COM CL A NEW | 1,329,057 | $12.1M | 0.4% | +192,499+16.9% | Added | History |
| LASRNlight, Inc. | COM | 160,338 | $11.2M | 0.3% | −79,116−33.0% | Reduced | History |
| GSATGlobalstar, Inc. | COM NEW | 129,310 | $10.5M | 0.3% | −739,636−85.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 40,600 | $8.12M | 0.2% | +40,600 | New | History |
| TSATTelesat Corp | CL A & CL B SHS | 137,668 | $6.97M | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 35,000 | $6.47M | 0.2% | +35,000 | New | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 996,951 | $5.78M | 0.2% | 00.0% | Unchanged | History |
| MGNIMagnite, Inc. | COM | 224,100 | $4.25M | 0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 36,750 | $4.20M | 0.1% | +36,750 | New | History |
| PWRLPowerlaw Corp. | COM *A* | 198,879 | $2.92M | 0.1% | +198,879 | New | History |
| INDIindie Semiconductor, Inc. | CLASS A COM | 552,843 | $2.48M | 0.1% | +552,843 | New | History |
| QUREuniQure N.V. | SHS | 42,300 | $1.95M | 0.1% | −30,000−41.5% | Reduced | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 22,232 | $1.86M | 0.1% | +22,232 | New | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 200,000 | $1.81M | 0.1% | +200,000 | New | History |
| RNTXRein Therapeutics, Inc. | COM NEW | 1,230,895 | $1.28M | <0.1% | +1,000,000+433.1% | Added | History |
| CGNTCognyte Software Ltd. | ORD SHS | 134,708 | $1.18M | <0.1% | 00.0% | Unchanged | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 30,000 | $900.9K | <0.1% | +30,000 | New | History |
Sold out since Q1 2026 (5)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| AAONAaon, Inc. | COM PAR $0.004 | 310,740 | $25.7M | 0.9% | History |
| CAECae Inc | COM | 370,000 | $9.64M | 0.3% | History |
| MUMicron Technology Inc | Stock | 24,000 | $8.11M | 0.3% | History |
| MAPSWM Technology, Inc. | COM | 3,196,829 | $2.10M | 0.1% | History |
| DOCSDoximity, Inc. | CL A | 12,700 | $295.9K | <0.1% | History |