13F HOLDINGS REPORT
Senvest Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000828
Total Value
$3.25B
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | TSEM | 7,949,938 | $409.5M | 12.58% |
| 2 | WIX COM LTD | WIX | 1,422,793 | $305.3M | 9.38% |
| 3 | UIPATH INC | PATH | 14,074,783 | $178.9M | 5.50% |
| 4 | BXP INC | BXP | 2,162,938 | $160.8M | 4.94% |
| 5 | M & T BK CORP | 55261F104 | 819,770 | $154.1M | 4.74% |
| 6 | ALIGN TECHNOLOGY INC | ALGN | 726,243 | $151.4M | 4.65% |
| 7 | CRITEO S A | CRTO | 3,639,479 | $144.0M | 4.42% |
| 8 | ILLUMINA INC | ILMN | 1,070,292 | $143.0M | 4.40% |
| 9 | CIENA CORP | CIEN | 1,582,266 | $134.2M | 4.12% |
| 10 | MARRIOTT VACATIONS WORLDWIDE | VAC | 1,489,125 | $133.7M | 4.11% |
| 11 | KORNIT DIGITAL LTD | KRNT | 4,233,349 | $131.0M | 4.03% |
| 12 | RH | RH | 315,368 | $124.1M | 3.81% |
| 13 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 988,162 | $100.9M | 3.10% |
| 14 | RADWARE LTD | RDWR | 4,115,597 | $92.7M | 2.85% |
| 15 | GENIUS SPORTS LIMITED | GENI | 7,516,809 | $65.0M | 2.00% |
| 16 | ALPHABET INC | GOOG | 333,429 | $63.5M | 1.95% |
| 17 | CEVA INC | CEVA | 1,985,964 | $62.7M | 1.93% |
| 18 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 4,886,655 | $50.5M | 1.55% |
| 19 | PINTEREST INC | PINS | 1,557,780 | $45.2M | 1.39% |
| 20 | VERINT SYS INC | 92343X100 | 1,577,332 | $43.3M | 1.33% |
| 21 | JANUS INTERNATIONAL GROUP IN | JBI | 5,671,431 | $41.7M | 1.28% |
| 22 | MICRON TECHNOLOGY INC | MU | 458,792 | $38.6M | 1.19% |
| 23 | TERADYNE INC | TER | 276,638 | $34.8M | 1.07% |
| 24 | COMPASS INC | COMP | 5,900,487 | $34.5M | 1.06% |
| 25 | BANK OZK LITTLE ROCK ARK | OZKAP | 639,059 | $28.5M | 0.87% |
| 26 | SNAP INC | SNAP | 2,448,100 | $26.4M | 0.81% |
| 27 | LOVESAC COMPANY | LOVE | 1,106,767 | $26.2M | 0.80% |
| 28 | NLIGHT INC | LASR | 2,481,677 | $26.0M | 0.80% |
| 29 | MANCHESTER UTD PLC NEW | G5784H106 | 1,488,989 | $25.8M | 0.79% |
| 30 | AUDIOCODES LTD | AUDC | 2,601,756 | $25.3M | 0.78% |
| 31 | LENDINGCLUB CORP | LC | 1,529,587 | $24.8M | 0.76% |
| 32 | BATH & BODY WORKS INC | BBWI | 634,171 | $24.6M | 0.76% |
| 33 | GROCERY OUTLET HLDG CORP | GO | 1,569,656 | $24.5M | 0.75% |
| 34 | OXFORD INDS INC | 691497309 | 245,645 | $19.4M | 0.59% |
| 35 | BILL HOLDINGS INC | BILL | 227,402 | $19.3M | 0.59% |
| 36 | UNITED NAT FOODS INC | UNTCW | 664,991 | $18.2M | 0.56% |
| 37 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 183,500 | $17.9M | 0.55% |
| 38 | MONGODB INC | MDB | 59,100 | $13.8M | 0.42% |
| 39 | COURSERA INC | COUR | 1,214,798 | $10.3M | 0.32% |
| 40 | CERUS CORP | CERS | 6,393,979 | $9.8M | 0.30% |
| 41 | AXCELIS TECHNOLOGIES INC | ACLS | 138,192 | $9.7M | 0.30% |
| 42 | AMERICAN WELL CORP | AMWL | 1,300,611 | $9.4M | 0.29% |
| 43 | CHEWY INC | CHWY | 222,298 | $7.4M | 0.23% |
| 44 | SATIXFY COMMUNICATIONS LTD | M82363124 | 4,277,958 | $6.5M | 0.20% |
| 45 | VARONIS SYS INC | VRNS | 140,795 | $6.3M | 0.19% |
| 46 | MARKFORGED HOLDING CORPORATI | 57064N201 | 1,609,380 | $5.1M | 0.16% |
| 47 | WM TECHNOLOGY INC | MAPSW | 3,196,829 | $4.4M | 0.14% |
| 48 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,048,180 | $4.1M | 0.13% |
| 49 | BLACKSTONE MTG TR INC | BX | 225,000 | $3.9M | 0.12% |
| 50 | PFIZER INC | PFE | 90,000 | $2.4M | 0.07% |
| 51 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 1,093,954 | $2.0M | 0.06% |
| 52 | COGNYTE SOFTWARE LTD | CGNT | 210,010 | $1.8M | 0.06% |
| 53 | BLACKLINE INC | BL | 27,400 | $1.7M | 0.05% |
| 54 | THERMO FISHER SCIENTIFIC INC | TMO | 3,000 | $1.6M | 0.05% |
| 55 | ANTERO MIDSTREAM CORP | AM | 75,000 | $1.1M | 0.03% |
| 56 | VERINT SYSTEMS INC | 92343XAC4 | 1,000,000 | $940,780 | 0.03% |
| 57 | ADVISORSHARES TR | 00768Y453 | 233,400 | $889,254 | 0.03% |
| 58 | AILERON THERAPEUTICS INC | RNTX | 230,895 | $531,059 | 0.02% |
| 59 | FIGS INC | FIGS | 13,526 | $83,726 | 0.00% |