13F HOLDINGS REPORT
Senvest Management, LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001172661-25-003028
Total Value
$2.99B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | TSEM | 8,128,614 | $352.4M | 11.80% |
| 2 | WIX COM LTD | WIX | 2,040,910 | $323.4M | 10.83% |
| 3 | RH | RH | 733,894 | $138.7M | 4.64% |
| 4 | CIENA CORP | CIEN | 1,655,012 | $134.6M | 4.51% |
| 5 | ALIGN TECHNOLOGY INC | ALGN | 699,918 | $132.5M | 4.44% |
| 6 | ILLUMINA INC | ILMN | 1,382,592 | $131.9M | 4.42% |
| 7 | MARRIOTT VACATIONS WORLDWIDE | VAC | 1,816,012 | $131.3M | 4.40% |
| 8 | BXP INC | BXP | 1,904,380 | $128.5M | 4.30% |
| 9 | UIPATH INC | PATH | 9,892,856 | $126.6M | 4.24% |
| 10 | RADWARE LTD | RDWR | 4,046,559 | $119.1M | 3.99% |
| 11 | VOYAGER TECHNOLOGIES INC | VOYG | 2,815,648 | $110.5M | 3.70% |
| 12 | PINTEREST INC | PINS | 3,056,740 | $109.6M | 3.67% |
| 13 | CRITEO S A | CRTO | 4,071,880 | $97.6M | 3.27% |
| 14 | BILL HOLDINGS INC | BILL | 1,827,889 | $84.6M | 2.83% |
| 15 | GENIUS SPORTS LIMITED | GENI | 7,813,156 | $81.3M | 2.72% |
| 16 | KORNIT DIGITAL LTD | KRNT | 3,972,255 | $79.1M | 2.65% |
| 17 | EPAM SYS INC | EPAM | 443,606 | $78.4M | 2.63% |
| 18 | BANK OZK LITTLE ROCK ARK | OZKAP | 1,581,582 | $74.4M | 2.49% |
| 19 | LENDINGCLUB CORP | LC | 5,881,290 | $70.8M | 2.37% |
| 20 | UNITED NAT FOODS INC | UNTCW | 2,403,987 | $56.0M | 1.88% |
| 21 | CEVA INC | CEVA | 2,151,632 | $47.3M | 1.58% |
| 22 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 417,333 | $41.6M | 1.39% |
| 23 | NLIGHT INC | LASR | 1,810,257 | $35.6M | 1.19% |
| 24 | BOEING CO | BA-PA | 153,750 | $32.2M | 1.08% |
| 25 | GLOBALSTAR INC | GSAT | 1,330,533 | $31.3M | 1.05% |
| 26 | ACV AUCTIONS INC | ACVA | 1,689,290 | $27.4M | 0.92% |
| 27 | LOVESAC COMPANY | LOVE | 1,282,634 | $23.3M | 0.78% |
| 28 | VERINT SYS INC | 92343X100 | 1,090,737 | $21.5M | 0.72% |
| 29 | AUDIOCODES LTD | AUDC | 1,904,209 | $18.7M | 0.63% |
| 30 | AMERICAN ASSETS TR INC | AAT | 718,159 | $14.2M | 0.47% |
| 31 | BLACKSTONE INC | BX | 92,400 | $13.8M | 0.46% |
| 32 | QORVO INC | QRVO | 162,083 | $13.8M | 0.46% |
| 33 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 171,134 | $12.4M | 0.42% |
| 34 | AMERICAN WELL CORP | AMWL | 1,312,852 | $11.7M | 0.39% |
| 35 | CHECK POINT SOFTWARE TECH LT | M22465104 | 52,300 | $11.6M | 0.39% |
| 36 | ELBIT SYS LTD | ESLT | 21,700 | $9.8M | 0.33% |
| 37 | GUESS INC | 401617105 | 682,491 | $8.3M | 0.28% |
| 38 | DICKS SPORTING GOODS INC | 253393102 | 40,000 | $7.9M | 0.26% |
| 39 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,048,180 | $6.5M | 0.22% |
| 40 | CERUS CORP | CERS | 4,005,568 | $5.6M | 0.19% |
| 41 | UNITED NAT FOODS INC | UNTCW | 235,000 | $5.5M | 0.18% |
| 42 | OKTA INC | OKTA | 45,000 | $4.5M | 0.15% |
| 43 | VARONIS SYS INC | VRNS | 81,777 | $4.2M | 0.14% |
| 44 | TERADYNE INC | TER | 41,605 | $3.7M | 0.13% |
| 45 | WM TECHNOLOGY INC | MAPSW | 3,196,829 | $2.9M | 0.10% |
| 46 | ALGOMA STL GROUP INC | 015658107 | 275,089 | $1.9M | 0.06% |
| 47 | NCINO INC | NCNO | 65,000 | $1.8M | 0.06% |
| 48 | ALPHABET INC | GOOG | 10,000 | $1.8M | 0.06% |
| 49 | COGNYTE SOFTWARE LTD | CGNT | 149,441 | $1.4M | 0.05% |
| 50 | MOBILEYE GLOBAL INC | MBLY | 76,165 | $1.4M | 0.05% |
| 51 | LYFT INC | LYFT | 62,036 | $977,687 | 0.03% |
| 52 | DOUGLAS ELLIMAN INC | DOUG | 319,334 | $740,855 | 0.02% |
| 53 | REIN THERAPEUTICS INC | RNTX | 230,895 | $323,253 | 0.01% |