13F HOLDINGS REPORT
Senvest Management, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001172661-26-000688
Total Value
$3.23B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TOWER SEMICONDUCTOR LTD | TSEM | 3,971,656 | $466.4M | 14.45% |
| 2 | WIX COM LTD | WIX | 3,008,480 | $312.6M | 9.69% |
| 3 | ILLUMINA INC | ILMN | 1,401,881 | $183.9M | 5.70% |
| 4 | EPAM SYS INC | EPAM | 821,432 | $168.3M | 5.22% |
| 5 | RH | RH | 842,577 | $150.9M | 4.68% |
| 6 | UIPATH INC | PATH | 8,666,831 | $142.0M | 4.40% |
| 7 | BILL HOLDINGS INC | BILL | 2,573,261 | $140.3M | 4.35% |
| 8 | ALIGN TECHNOLOGY INC | ALGN | 694,942 | $108.5M | 3.36% |
| 9 | NCINO INC | NCNO | 4,078,276 | $104.6M | 3.24% |
| 10 | GENIUS SPORTS LIMITED | GENI | 9,410,567 | $103.7M | 3.21% |
| 11 | VOYAGER TECHNOLOGIES INC | VOYG | 3,905,721 | $102.1M | 3.16% |
| 12 | RADWARE LTD | RDWR | 4,046,559 | $97.5M | 3.02% |
| 13 | CRITEO S A | CRTO | 4,397,322 | $90.6M | 2.81% |
| 14 | PINTEREST INC | PINS | 3,419,581 | $88.5M | 2.74% |
| 15 | LENDINGCLUB CORP | LC | 4,320,058 | $81.8M | 2.54% |
| 16 | UNITED NAT FOODS INC | UNTCW | 2,080,564 | $70.1M | 2.17% |
| 17 | MARRIOTT VACATIONS WORLDWIDE | VAC | 1,188,487 | $68.6M | 2.12% |
| 18 | CIENA CORP | CIEN | 285,476 | $66.8M | 2.07% |
| 19 | KORNIT DIGITAL LTD | KRNT | 4,141,355 | $59.6M | 1.85% |
| 20 | DICKS SPORTING GOODS INC | 253393102 | 282,415 | $55.9M | 1.73% |
| 21 | AMERICAN ASSETS TR INC | AAT | 2,929,436 | $55.5M | 1.72% |
| 22 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 417,333 | $55.0M | 1.70% |
| 23 | CEVA INC | CEVA | 2,387,536 | $51.4M | 1.59% |
| 24 | OKTA INC | OKTA | 537,615 | $46.5M | 1.44% |
| 25 | ANYWHERE REAL ESTATE INC | 75605Y106 | 2,991,223 | $42.4M | 1.31% |
| 26 | GLOBALSTAR INC | GSAT | 680,621 | $41.5M | 1.29% |
| 27 | NLIGHT INC | LASR | 997,501 | $37.4M | 1.16% |
| 28 | CHECK POINT SOFTWARE TECH LT | M22465104 | 162,391 | $30.1M | 0.93% |
| 29 | ACV AUCTIONS INC | ACVA | 3,239,056 | $26.0M | 0.80% |
| 30 | COMPASS INC | COMP | 2,448,974 | $25.9M | 0.80% |
| 31 | BXP INC | BXP | 327,258 | $22.1M | 0.68% |
| 32 | GDS HLDGS LTD | GDHLF | 502,655 | $17.5M | 0.54% |
| 33 | ANTERO RESOURCES CORP | AR | 446,871 | $15.4M | 0.48% |
| 34 | AAON INC | AAON | 189,540 | $14.5M | 0.45% |
| 35 | LOVESAC COMPANY | LOVE | 750,141 | $11.1M | 0.34% |
| 36 | VARONIS SYS INC | VRNS | 286,292 | $9.4M | 0.29% |
| 37 | AUDIOCODES LTD | AUDC | 1,066,772 | $9.3M | 0.29% |
| 38 | WOLFSPEED INC | WOLF | 505,234 | $8.8M | 0.27% |
| 39 | CERUS CORP | CERS | 3,965,249 | $8.2M | 0.25% |
| 40 | VNET GROUP INC | VNET | 891,754 | $7.5M | 0.23% |
| 41 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 996,951 | $7.1M | 0.22% |
| 42 | TELESAT CORP | TSAT | 134,668 | $3.9M | 0.12% |
| 43 | MAGNITE INC | MGNI | 224,100 | $3.6M | 0.11% |
| 44 | LEVI STRAUSS & CO NEW | LEVI | 160,000 | $3.3M | 0.10% |
| 45 | JANUS INTERNATIONAL GROUP IN | JBI | 451,203 | $3.0M | 0.09% |
| 46 | WM TECHNOLOGY INC | MAPSW | 3,196,829 | $2.6M | 0.08% |
| 47 | AMERICAN WELL CORP | AMWL | 362,724 | $1.8M | 0.06% |
| 48 | COGNYTE SOFTWARE LTD | CGNT | 149,441 | $1.4M | 0.04% |
| 49 | UNIQURE NV | QURE | 50,000 | $1.2M | 0.04% |
| 50 | BANK OZK LITTLE ROCK ARK | OZKAP | 11,000 | $506,220 | 0.02% |
| 51 | ALGOMA STL GROUP INC | 015658107 | 85,789 | $351,735 | 0.01% |
| 52 | REIN THERAPEUTICS INC | RNTX | 230,895 | $267,838 | 0.01% |