Senvest Management, LLC
55 holdingsFiling period: 2026-06-30Current AUM: $3.46Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Tower Semiconductor Ltd | 1.82M | $475.2M | $475.2M | 13.73% | -448,997 | 2026-06-30 |
| 2 | MDA | Mda Space Ltd | 4.38M | $180.7M | $128.3M | 3.71% | -384,774 | 2026-06-30 |
| 3 | ILMN | Illumina Inc | 1.01M | $177.4M | $291.3M | 8.42% | -535,849 | 2026-06-30 |
| 4 | COMP | Compass Inc | 12.57M | $155.0M | $115.3M | 3.33% | +3.39M | 2026-06-30 |
| 5 | BILL | Bill Holdings Inc | 4.10M | $148.4M | $197.0M | 5.69% | +66.4K | 2026-06-30 |
| 6 | — | Wix.com Ltd | 2.92M | $132.4M | $132.4M | 3.83% | -835,800 | 2026-06-30 |
| 7 | PATH | Uipath Inc | 12.09M | $131.4M | $171.5M | 4.96% | +4.30M | 2026-06-30 |
| 8 | ALGN | Align Technology Inc | 745.3K | $125.7M | $114.5M | 3.31% | -9,452 | 2026-06-30 |
| 9 | — | Radware Ltd | 4.05M | $124.9M | $124.9M | 3.61% | -- | 2026-06-30 |
| 10 | NCNO | Ncino Inc | 7.33M | $119.8M | $166.1M | 4.80% | +2.02M | 2026-06-30 |
| 11 | VAC | Marriott Vacations Worldwide | 1.13M | $114.7M | $126.3M | 3.65% | -25,843 | 2026-06-30 |
| 12 | OKTA | Okta Inc | 825.6K | $112.7M | $183.8M | 5.31% | -4,900 | 2026-06-30 |
| 13 | — | Genius Sports Limited | 15.88M | $96.2M | $96.2M | 2.78% | +2.23M | 2026-06-30 |
| 14 | VOYG | Voyager Technologies Inc | 2.97M | $95.6M | $80.5M | 2.33% | -615,653 | 2026-06-30 |
| 15 | DKS | Dicks Sporting Goods Inc | 418.5K | $94.9M | $57.0M | 1.65% | -4,950 | 2026-06-30 |
| 16 | RDDT | Reddit Inc | 504.5K | $87.6M | $68.0M | 1.96% | +145.1K | 2026-06-30 |
| 17 | CRTO | Criteo S A | 4.60M | $84.0M | $66.5M | 1.92% | -- | 2026-06-30 |
| 18 | PINS | Pinterest Inc | 3.92M | $82.5M | $82.1M | 2.37% | +328.1K | 2026-06-30 |
| 19 | CEVA | Ceva Inc | 1.63M | $77.0M | $52.9M | 1.53% | -725,457 | 2026-06-30 |
| 20 | LC | Happen Inc | 3.35M | $69.4M | $69.4M | 2.01% | -1,200,519 | 2026-06-30 |
| 21 | — | Kornit Digital Ltd | 4.25M | $69.1M | $69.1M | 2.00% | +110.0K | 2026-06-30 |
| 22 | AAT | American Assets TR Inc | 2.65M | $65.5M | $57.3M | 1.66% | -925,696 | 2026-06-30 |
| 23 | CIEN | Ciena Corp | 130.4K | $64.0M | $47.4M | 1.37% | -42,500 | 2026-06-30 |
| 24 | UNFI | United Nat Foods Inc | 1.18M | $53.9M | $56.3M | 1.63% | -56,000 | 2026-06-30 |
| 25 | VRNS | Varonis Sys Inc | 1.27M | $53.3M | $62.1M | 1.80% | -178,066 | 2026-06-30 |
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