Institutions / Senvest Management, LLC
Senvest Management, LLC
CIK 1328785 · Institution · as of Mar 31, 2026
Portfolio value
$3.01B
Positions
49
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.01B-6.8%Positions
49-5.8%Top holdings
Mar 31, 2026View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Tower Semiconductor Ltd | $398.70M | 13.3% |
| Wix.com Ltd. | $338.18M | 11.2% |
| Illumina Inc | $190.38M | 6.3% |
| BILL Holdings Inc | $146.89M | 4.9% |
| Align Technology, Inc. | $129.39M | 4.3% |
| Mda Space Ltd | $120.57M | 4.0% |
| Radware Ltd. | $106.51M | 3.5% |
| Rh | $88.96M | 3.0% |
| UiPath, Inc. | $86.41M | 2.9% |
| Dick's Sporting Goods Inc | $83.97M | 2.8% |
| Voyager Technologies, Inc./DEVOYG | $83.77M | 2.8% |
| Criteo S.A. | $82.43M | 2.7% |
| nCino Inc. | $79.52M | 2.6% |
| MARRIOTT VACATIONS WORLDWIDE Corp | $75.02M | 2.5% |
| Ciena Corp | $67.14M | 2.2% |
| Compass, Inc. | $67.10M | 2.2% |
| Pinterest, Inc. | $65.92M | 2.2% |
| American Assets Trust, Inc. | $65.85M | 2.2% |
| Okta, Inc. | $65.37M | 2.2% |
| Happen, Inc. | $65.11M | 2.2% |
| Kornit Digital Ltd. | $60.71M | 2.0% |
| Genius Sports Ltd | $60.49M | 2.0% |
| Globalstar, Inc.GSAT | $57.72M | 1.9% |
| United Natural Foods, Inc. | $55.75M | 1.9% |
| Reddit, Inc. | $48.39M | 1.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | M87915274 | $-298.24M | -1.7M -42.79% | 2,272,079 13.26% of portfolio | high |
| Q1 2026 as of | Exit | EPAM Systems, Inc. | $-168.29M | -821K -100.00% | — | high |
| Q1 2026 as of | New | 55293N109 | $120.57M | +4.8M | 4,761,887 4.01% of portfolio | high |
| Q1 2026 as of | Add | Wix.com Ltd. | $67.21M | +746K +24.80% | 3,754,680 11.25% of portfolio | high |
| Q1 2026 as of | Add | Compass, Inc. | $49.20M | +6.7M +274.84% | 9,179,745 2.23% of portfolio | medium |
| Q1 2026 as of | New | Reddit, Inc. | $48.39M | +359K | 359,392 1.61% of portfolio | medium |
| Q1 2026 as of | Add | BILL Holdings Inc | $48.34M | +1.3M +49.05% | 3,835,348 4.89% of portfolio | medium |
| Q1 2026 as of | Trim | Ciena Corp | $-43.70M | -113K -39.43% | 172,926 2.23% of portfolio | medium |
| Q1 2026 as of | Trim | Nlight, Inc. | $-43.22M | -758K -75.99% | 239,454 0.45% of portfolio | medium |
| Q1 2026 as of | Exit | Anywhere Real Estate Inc | $-42.36M | -3.0M -100.00% | — | medium |