Senvest Management, LLC
Net seller this quarter
$3.41B
55
-$315M
51.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSEM | $475M | 13.94% | 1.62% | -19.8% | Q1 2014 |
 MDA | $181M | 5.30% | Not reported | -8.1% | Q1 2026 |
 ILMN | $177M | 5.20% | 0.67% | -34.7% | Q1 2023 |
 COMP | $155M | 4.55% | 1.67% | +36.9% | Q1 2022 |
 BILL | $148M | 4.35% | 4.46% | +7.0% | Q1 2024 |
 WIX | $132M | 3.88% | 5.31% | -22.3% | Q2 2022 |
 PATH | $131M | 3.85% | Not reported | +55.2% | Q4 2021 |
 ALGN | $126M | 3.69% | 1.05% | -1.3% | Q1 2024 |
| RDWR | $125M | 3.66% | 9.38% | Not reported | Q2 2013 |
 NCNO | $120M | 3.51% | 6.69% | +38.0% | Q2 2025 |
 VAC | $115M | 3.36% | 3.27% | -2.2% | Q2 2018 |
 OKTA | $113M | 3.30% | Not reported | -0.6% | Q2 2025 |
 GENI | $96.2M | 2.82% | 158.82% | +16.3% | Q2 2021 |
 VOYG | $95.6M | 2.81% | Not reported | -17.2% | Q2 2025 |
 DKS | $94.9M | 2.78% | 0.45% | -1.2% | Q2 2025 |
 RDDT | $87.6M | 2.57% | Not reported | +40.4% | Q1 2026 |
 CRTO | $84M | 2.46% | 9.47% | Not reported | Q2 2021 |
 PINS | $82.5M | 2.42% | 3.08% | +9.1% | Q4 2024 |
 CEVA | $77M | 2.26% | 5.80% | -30.8% | Q2 2013 |
 HAPN | $69.4M | 2.04% | 2.90% | -26.4% | Q1 2022 |
 KRNT | $69.1M | 2.03% | 9.18% | +2.7% | Q2 2015 |
 AAT | $65.5M | 1.92% | 4.32% | -25.9% | Q2 2023 |
 CIEN | $64M | 1.88% | 0.09% | -24.6% | Q4 2020 |
 UNFI | $53.9M | 1.58% | 1.95% | -4.5% | Q3 2015 |
 VRNS | $53.3M | 1.56% | 1.11% | -12.3% | Q3 2014 |
 RH | $51.4M | 1.51% | 1.65% | -51.0% | Q1 2017 |
 MCHP | $45.3M | 1.33% | 0.09% | -3.9% | Q1 2026 |
 META | $39.4M | 1.16% | Not reported | Not reported | Q1 2022 |
 PFSI | $35M | 1.03% | 0.77% | -21.0% | Q2 2013 |
 ACVA | $30.7M | 0.90% | 2.53% | +21.1% | Q4 2022 |
 VNET | $24.9M | 0.73% | 3.22% | +11.5% | Q4 2025 |
 GFS | $21.5M | 0.63% | 0.05% | New | Q2 2026 |
 INTC | $16.6M | 0.49% | 0.00% | Not reported | Q4 2023 |
 LOVE | $16.5M | 0.48% | 6.76% | -3.4% | Q1 2024 |
 BWA | $14.5M | 0.42% | 0.11% | New | Q2 2026 |
 CERS | $13.5M | 0.40% | 2.30% | +12.2% | Q1 2015 |
 CHWY | $12.7M | 0.37% | 647300.00% | +57.9% | Q3 2024 |
 WOLF | $12.5M | 0.37% | 0.49% | -8.3% | Q4 2025 |
 AMWL | $12.1M | 0.36% | 7.85% | +16.9% | Q4 2021 |
 LASR | $11.2M | 0.33% | 0.28% | -33.0% | Q2 2018 |
 GSAT | $10.5M | 0.31% | 0.10% | -85.1% | Q1 2025 |
 NVDA | $8.12M | 0.24% | 0.00% | Not reported | Q1 2020 |
 TSAT | $6.97M | 0.20% | Not reported | Not reported | Q3 2025 |
 QCOM | $6.47M | 0.19% | 0.00% | Not reported | Q1 2016 |
 EVLV | $5.78M | 0.17% | 0.55% | Not reported | Q1 2022 |
 MGNI | $4.25M | 0.12% | 0.16% | Not reported | Q4 2025 |
 LULU | $4.2M | 0.12% | 0.03% | Not reported | Q2 2014 |
 PWRL | $2.92M | 0.09% | Not reported | New | Q2 2026 |
 INDI | $2.48M | 0.07% | Not reported | New | Q2 2026 |
 QURE | $1.95M | 0.06% | 0.06% | -41.5% | Q1 2019 |
| Q1 2026 | |||||
| TSEM | $399M | 13.23% | 2.02% | -42.8% | Q1 2014 |
| WIX | $338M | 11.22% | 6.83% | +24.8% | Q2 2022 |
| ILMN | $190M | 6.32% | 1.01% | +10.2% | Q1 2023 |
| BILL | $147M | 4.87% | 3.88% | +49.1% | Q1 2024 |
| ALGN | $129M | 4.29% | 1.05% | +8.6% | Q1 2024 |
| MDA | $121M | 4.00% | Not reported | New | Q1 2026 |
| RDWR | $107M | 3.53% | 9.38% | Not reported | Q2 2013 |
| RH | $89M | 2.95% | 3.38% | -24.5% | Q1 2017 |
| PATH | $86.4M | 2.87% | Not reported | -10.2% | Q4 2021 |
| DKS | $84M | 2.79% | 0.45% | +49.9% | Q2 2025 |
| VOYG | $83.8M | 2.78% | Not reported | -8.3% | Q2 2025 |
| CRTO | $82.4M | 2.73% | 9.18% | +4.6% | Q2 2021 |
| NCNO | $79.5M | 2.64% | 4.63% | +30.2% | Q2 2025 |
| VAC | $75M | 2.49% | 3.36% | -3.1% | Q2 2018 |
| CIEN | $67.1M | 2.23% | 0.12% | -39.4% | Q4 2020 |
| COMP | $67.1M | 2.23% | 1.23% | +274.8% | Q1 2022 |
| PINS | $65.9M | 2.19% | 2.82% | +5.1% | Q4 2024 |
| AAT | $65.9M | 2.18% | 5.83% | +22.1% | Q2 2023 |
| OKTA | $65.4M | 2.17% | Not reported | +54.5% | Q2 2025 |
| HAPN | $65.1M | 2.16% | 3.94% | +5.3% | Q1 2022 |
| KRNT | $60.7M | 2.01% | 8.95% | Not reported | Q2 2015 |
| GENI | $60.5M | 2.01% | 136.54% | +45.1% | Q2 2021 |
| GSAT | $57.7M | 1.91% | 0.69% | +27.7% | Q1 2025 |
| UNFI | $55.7M | 1.85% | 2.04% | -40.5% | Q3 2015 |
| RDDT | $48.4M | 1.61% | Not reported | New | Q1 2026 |
| PFSI | $44.5M | 1.47% | 0.98% | +21.9% | Q2 2013 |
| CEVA | $44.1M | 1.46% | 8.47% | -1.2% | Q2 2013 |
| MCHP | $33.4M | 1.11% | 0.10% | New | Q1 2026 |
| VRNS | $31.1M | 1.03% | 1.26% | +406.1% | Q3 2014 |
 AAON | $25.7M | 0.85% | 0.38% | +63.9% | Q3 2025 |
| VNET | $23.3M | 0.77% | 2.88% | +211.7% | Q4 2025 |
| LOVE | $15.1M | 0.50% | 7.02% | +36.7% | Q1 2024 |
| ACVA | $15M | 0.50% | 2.03% | +9.0% | Q4 2022 |
| LASR | $13.7M | 0.45% | 0.42% | -76.0% | Q2 2018 |
| CHWY | $11.1M | 0.37% | 410000.00% | Not reported | Q3 2024 |
 CAE | $9.64M | 0.32% | 0.12% | New | Q1 2026 |
 MU | $8.11M | 0.27% | 0.00% | Not reported | Q3 2015 |
| CERS | $7.49M | 0.25% | 2.14% | +3.8% | Q1 2015 |
| EVLV | $6.03M | 0.20% | 0.56% | Not reported | Q1 2022 |
| AMWL | $5.98M | 0.20% | 6.82% | +213.3% | Q4 2021 |
| INTC | $5.24M | 0.17% | 0.00% | Not reported | Q4 2023 |
| TSAT | $4.98M | 0.17% | Not reported | +2.2% | Q3 2025 |
| WOLF | $4.6M | 0.15% | 0.58% | -44.3% | Q4 2025 |
| MGNI | $2.66M | 0.09% | 0.16% | Not reported | Q4 2025 |
| MAPS | $2.1M | 0.07% | 2.47% | Not reported | Q4 2020 |
| QURE | $1.18M | 0.04% | 0.11% | +44.6% | Q1 2019 |
 CGNT | $1.09M | 0.04% | 0.18% | -9.9% | Q1 2021 |
 RNTX | $300K | 0.01% | 0.82% | Not reported | Q1 2024 |
 DOCS | $296K | 0.01% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| TSEM | $466M | 14.45% | 3.53% | -29.1% | Q1 2014 |
| WIX | $313M | 9.69% | 5.47% | +20.9% | Q2 2022 |
| ILMN | $184M | 5.70% | 0.92% | -0.7% | Q1 2023 |
 EPAM | $168M | 5.22% | 1.51% | -15.2% | Q1 2025 |
| RH | $151M | 4.68% | 4.49% | +30.1% | Q1 2017 |
| PATH | $142M | 4.40% | Not reported | -20.2% | Q4 2021 |
| BILL | $140M | 4.35% | 2.57% | +155.8% | Q1 2024 |
| ALGN | $109M | 3.36% | 0.97% | -15.7% | Q1 2024 |
| NCNO | $105M | 3.24% | 3.56% | +68.6% | Q2 2025 |
| GENI | $104M | 3.21% | 94.11% | +13.7% | Q2 2021 |
| VOYG | $102M | 3.16% | Not reported | +29.3% | Q2 2025 |
| RDWR | $97.5M | 3.02% | 9.38% | Not reported | Q2 2013 |
| CRTO | $90.6M | 2.81% | 8.60% | +4.0% | Q2 2021 |
| PINS | $88.5M | 2.74% | 2.68% | +35.1% | Q4 2024 |
| HAPN | $81.8M | 2.54% | 3.74% | -20.3% | Q1 2022 |
| UNFI | $70.1M | 2.17% | 3.41% | -19.4% | Q3 2015 |
| VAC | $68.6M | 2.12% | 3.48% | -37.8% | Q2 2018 |
| CIEN | $66.8M | 2.07% | 0.20% | -67.1% | Q4 2020 |
| KRNT | $59.6M | 1.85% | 8.95% | +4.1% | Q2 2015 |
| DKS | $55.9M | 1.73% | 0.30% | +324.1% | Q2 2025 |
| AAT | $55.5M | 1.72% | 4.77% | +62.4% | Q2 2023 |
| PFSI | $55M | 1.70% | 0.80% | Not reported | Q2 2013 |
| CEVA | $51.4M | 1.59% | 8.68% | +8.0% | Q2 2013 |
| OKTA | $46.5M | 1.44% | Not reported | +18.7% | Q2 2025 |
| HOUS | $42.4M | 1.31% | 2.67% | New | Q4 2025 |
| GSAT | $41.5M | 1.29% | 0.54% | -21.6% | Q1 2025 |
| LASR | $37.4M | 1.16% | 1.95% | +10.8% | Q2 2018 |
 CHKP | $30.1M | 0.93% | 0.15% | +44.6% | Q4 2013 |
| ACVA | $26M | 0.80% | 1.87% | +22.9% | Q4 2022 |
| COMP | $25.9M | 0.80% | 0.43% | +366.5% | Q1 2022 |
 BXP | $22.1M | 0.68% | 0.21% | -40.0% | Q2 2020 |
 GDS | $17.5M | 0.54% | 0.05% | New | Q4 2025 |
 AR | $15.4M | 0.48% | 0.14% | +793.7% | Q3 2025 |
| AAON | $14.5M | 0.45% | 0.23% | +185.4% | Q3 2025 |
| LOVE | $11.1M | 0.34% | 5.13% | -35.8% | Q1 2024 |
| VRNS | $9.39M | 0.29% | 0.24% | +250.1% | Q3 2014 |
 AUDC | $9.31M | 0.29% | 3.94% | -37.8% | Q2 2013 |
| WOLF | $8.8M | 0.27% | 1.85% | New | Q4 2025 |
| CERS | $8.17M | 0.25% | 2.06% | Not reported | Q1 2015 |
| VNET | $7.54M | 0.23% | 0.93% | New | Q4 2025 |
| EVLV | $7.14M | 0.22% | 0.57% | -4.9% | Q1 2022 |
| TSAT | $3.92M | 0.12% | Not reported | +261.5% | Q3 2025 |
| MGNI | $3.64M | 0.11% | 0.16% | New | Q4 2025 |
 LEVI | $3.32M | 0.10% | 0.04% | New | Q4 2025 |
 JBI | $2.95M | 0.09% | 0.33% | Not reported | Q2 2021 |
| MAPS | $2.64M | 0.08% | 2.47% | Not reported | Q4 2020 |
| AMWL | $1.78M | 0.06% | 2.21% | -71.5% | Q4 2021 |
| CGNT | $1.4M | 0.04% | 0.21% | Not reported | Q1 2021 |
| QURE | $1.2M | 0.04% | 0.08% | Not reported | Q1 2019 |
 OZK | $506K | 0.02% | Not reported | Not reported | Q3 2024 |
| Q3 2025 | |||||
| WIX | $442M | 14.19% | 4.44% | +21.9% | Q2 2022 |
| TSEM | $405M | 13.00% | 5.02% | -31.1% | Q1 2014 |
| EPAM | $146M | 4.69% | 1.75% | +118.3% | Q1 2025 |
| PATH | $145M | 4.66% | Not reported | +9.8% | Q4 2021 |
| ILMN | $134M | 4.30% | 0.92% | +2.1% | Q1 2023 |
| RH | $132M | 4.22% | 3.46% | -11.7% | Q1 2017 |
| VAC | $127M | 4.08% | 5.52% | +5.2% | Q2 2018 |
| CIEN | $126M | 4.05% | 0.61% | -47.6% | Q4 2020 |
| RDWR | $107M | 3.44% | 9.51% | Not reported | Q2 2013 |
| ALGN | $103M | 3.31% | 1.14% | +17.8% | Q1 2024 |
| GENI | $102M | 3.29% | 44.73% | +5.9% | Q2 2021 |
| UNFI | $97.1M | 3.11% | 4.25% | +7.3% | Q3 2015 |
| CRTO | $95.5M | 3.07% | 8.08% | +3.8% | Q2 2021 |
| VOYG | $90M | 2.89% | Not reported | +7.3% | Q2 2025 |
| HAPN | $82.3M | 2.64% | 4.70% | -7.9% | Q1 2022 |
| PINS | $81.4M | 2.61% | 1.99% | -17.2% | Q4 2024 |
| NCNO | $65.6M | 2.10% | 2.09% | +3622.2% | Q2 2025 |
| CEVA | $58.4M | 1.87% | 9.20% | +2.7% | Q2 2013 |
 BA | $57.1M | 1.83% | 0.04% | +72.2% | Q2 2025 |
| KRNT | $53.7M | 1.72% | 8.64% | +0.2% | Q2 2015 |
| BILL | $53.3M | 1.71% | 0.99% | -45.0% | Q1 2024 |
| PFSI | $51.7M | 1.66% | 0.80% | Not reported | Q2 2013 |
| OKTA | $41.6M | 1.33% | Not reported | +906.9% | Q2 2025 |
| BXP | $40.6M | 1.30% | 0.34% | -71.3% | Q2 2020 |
| AAT | $36.7M | 1.18% | 2.95% | +151.2% | Q2 2023 |
| GSAT | $31.6M | 1.01% | 0.69% | -34.8% | Q1 2025 |
| LASR | $26.7M | 0.86% | 1.77% | -50.3% | Q2 2018 |
| ACVA | $26.1M | 0.84% | 1.53% | +56.0% | Q4 2022 |
| CHKP | $23.2M | 0.75% | 0.10% | +114.7% | Q4 2013 |
| LOVE | $19.8M | 0.64% | 8.00% | -8.9% | Q1 2024 |
| AUDC | $16.3M | 0.52% | 5.78% | -10.0% | Q2 2013 |
| DKS | $14.8M | 0.47% | 0.07% | +66.5% | Q2 2025 |
 ESLT | $11.1M | 0.36% | 0.05% | +0.2% | Q2 2025 |
| EVLV | $7.91M | 0.25% | 0.60% | Not reported | Q1 2022 |
| AMWL | $7.81M | 0.25% | 7.79% | -3.2% | Q4 2021 |
| CERS | $6.3M | 0.20% | 2.07% | -1.0% | Q1 2015 |
| AAON | $6.2M | 0.20% | 0.08% | New | Q3 2025 |
| INTC | $6.04M | 0.19% | 0.00% | Not reported | Q4 2023 |
 MBLY | $5.5M | 0.18% | 0.18% | +411.0% | Q2 2025 |
| VRNS | $4.7M | 0.15% | 0.07% | Not reported | Q3 2014 |
| COMP | $4.22M | 0.14% | 0.09% | Not reported | Q1 2022 |
 GOOG | $3.98M | 0.13% | Not reported | +63.3% | Q1 2024 |
| MAPS | $3.71M | 0.12% | 2.47% | Not reported | Q4 2020 |
 TER | $2.97M | 0.10% | 0.01% | -48.1% | Q2 2013 |
 MNDY | $2.91M | 0.09% | 0.03% | New | Q3 2025 |
| AR | $1.68M | 0.05% | 0.02% | New | Q3 2025 |
 DOUG | $1.34M | 0.04% | 0.53% | +47.0% | Q2 2025 |
| CGNT | $1.26M | 0.04% | 0.21% | Not reported | Q1 2021 |
| TSAT | $987K | 0.03% | Not reported | New | Q3 2025 |
 ASTL | $978K | 0.03% | 0.26% | Not reported | Q1 2025 |