13F HOLDINGS REPORT
Senvest Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004913
Total Value
$3.12B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WIX COM LTD | WIX | 2,488,675 | $442.1M | 14.19% |
| 2 | TOWER SEMICONDUCTOR LTD | TSEM | 5,601,887 | $405.0M | 13.00% |
| 3 | EPAM SYS INC | EPAM | 968,404 | $146.0M | 4.69% |
| 4 | UIPATH INC | PATH | 10,862,245 | $145.3M | 4.66% |
| 5 | ILLUMINA INC | ILMN | 1,411,381 | $134.0M | 4.30% |
| 6 | RH | RH | 647,804 | $131.6M | 4.22% |
| 7 | MARRIOTT VACATIONS WORLDWIDE | VAC | 1,909,979 | $127.1M | 4.08% |
| 8 | CIENA CORP | CIEN | 867,315 | $126.3M | 4.05% |
| 9 | RADWARE LTD | RDWR | 4,046,559 | $107.2M | 3.44% |
| 10 | ALIGN TECHNOLOGY INC | ALGN | 824,218 | $103.2M | 3.31% |
| 11 | GENIUS SPORTS LIMITED | GENI | 8,274,990 | $102.4M | 3.29% |
| 12 | UNITED NAT FOODS INC | UNTCW | 2,579,974 | $97.1M | 3.11% |
| 13 | CRITEO S A | CRTO | 4,227,322 | $95.5M | 3.07% |
| 14 | VOYAGER TECHNOLOGIES INC | VOYG | 3,020,759 | $90.0M | 2.89% |
| 15 | LENDINGCLUB CORP | LC | 5,417,321 | $82.3M | 2.64% |
| 16 | PINTEREST INC | PINS | 2,531,091 | $81.4M | 2.61% |
| 17 | NCINO INC | NCNO | 2,419,408 | $65.6M | 2.10% |
| 18 | CEVA INC | CEVA | 2,209,771 | $58.4M | 1.87% |
| 19 | BOEING CO | BA-PA | 264,750 | $57.1M | 1.83% |
| 20 | KORNIT DIGITAL LTD | KRNT | 3,979,255 | $53.7M | 1.72% |
| 21 | BILL HOLDINGS INC | BILL | 1,006,075 | $53.3M | 1.71% |
| 22 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 417,333 | $51.7M | 1.66% |
| 23 | OKTA INC | OKTA | 453,115 | $41.6M | 1.33% |
| 24 | BXP INC | BXP | 545,747 | $40.6M | 1.30% |
| 25 | AMERICAN ASSETS TR INC | AAT | 1,803,962 | $36.7M | 1.18% |
| 26 | GLOBALSTAR INC | GSAT | 867,647 | $31.6M | 1.01% |
| 27 | NLIGHT INC | LASR | 900,555 | $26.7M | 0.86% |
| 28 | ACV AUCTIONS INC | ACVA | 2,635,655 | $26.1M | 0.84% |
| 29 | CHECK POINT SOFTWARE TECH LT | M22465104 | 112,291 | $23.2M | 0.75% |
| 30 | LOVESAC COMPANY | LOVE | 1,168,888 | $19.8M | 0.64% |
| 31 | AUDIOCODES LTD | AUDC | 1,714,297 | $16.3M | 0.52% |
| 32 | DICKS SPORTING GOODS INC | 253393102 | 66,588 | $14.8M | 0.47% |
| 33 | ELBIT SYS LTD | ESLT | 21,735 | $11.1M | 0.36% |
| 34 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,048,180 | $7.9M | 0.25% |
| 35 | AMERICAN WELL CORP | AMWL | 1,270,530 | $7.8M | 0.25% |
| 36 | CERUS CORP | CERS | 3,965,249 | $6.3M | 0.20% |
| 37 | AAON INC | AAON | 66,405 | $6.2M | 0.20% |
| 38 | INTEL CORP | INTC | 180,000 | $6.0M | 0.19% |
| 39 | MOBILEYE GLOBAL INC | MBLY | 389,193 | $5.5M | 0.18% |
| 40 | VARONIS SYS INC | VRNS | 81,777 | $4.7M | 0.15% |
| 41 | COMPASS INC | COMP | 525,000 | $4.2M | 0.14% |
| 42 | ALPHABET INC | GOOG | 16,329 | $4.0M | 0.13% |
| 43 | WM TECHNOLOGY INC | MAPSW | 3,196,829 | $3.7M | 0.12% |
| 44 | TERADYNE INC | TER | 21,605 | $3.0M | 0.10% |
| 45 | MONDAY COM LTD | MNDY | 15,000 | $2.9M | 0.09% |
| 46 | SPORTRADAR GROUP AG | SRAD | 90,000 | $2.4M | 0.08% |
| 47 | ANTERO RESOURCES CORP | AR | 50,000 | $1.7M | 0.05% |
| 48 | DOUGLAS ELLIMAN INC | DOUG | 469,334 | $1.3M | 0.04% |
| 49 | COGNYTE SOFTWARE LTD | CGNT | 149,441 | $1.3M | 0.04% |
| 50 | TELESAT CORP | TSAT | 37,257 | $987,311 | 0.03% |
| 51 | ALGOMA STL GROUP INC | 015658107 | 275,089 | $977,941 | 0.03% |
| 52 | REIN THERAPEUTICS INC | RNTX | 230,895 | $264,375 | 0.01% |