Senvest Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Senvest Management, LLC disclosed 49 US equity positions worth $3.0bn in its Q1 2026 13F filing. The largest position was TSEM at 13.3% of the reported book, followed by WIX and ILMN.
What did Senvest Management, LLC own in Q1 2026? Top 49 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 13.3% | $398.7m | 2,272,079 | – | |
| 2 | WIX WIX COM LTD | Technology | 11.2% | $338.2m | 3,754,680 | – | |
| 3 | ILMN ILLUMINA INC | Healthcare | 6.3% | $190.4m | 1,544,567 | – | |
| 4 | BILL BILL HOLDINGS INC | Technology | 4.9% | $146.9m | 3,835,348 | – | |
| 5 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 4.3% | $129.4m | 754,797 | – | |
| 6 | MDA MDA SPACE LTD | 4.0% | $120.6m | 4,761,887 | – | ||
| 7 | RDWR RADWARE LTD | Technology | 3.5% | $106.5m | 4,046,559 | – | |
| 8 | RH RH | Consumer Cyclical | 3.0% | $89.0m | 636,219 | – | |
| 9 | PATH UIPATH INC | Technology | 2.9% | $86.4m | 7,784,822 | – | |
| 10 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 2.8% | $84.0m | 423,451 | – | |
| 11 | VOYG VOYAGER TECHNOLOGIES INC | 2.8% | $83.8m | 3,581,441 | – | ||
| 12 | CRTO CRITEO S A | Communication Services | 2.7% | $82.4m | 4,597,322 | – | |
| 13 | NCNO NCINO INC | Technology | 2.6% | $79.5m | 5,308,468 | – | |
| 14 | VAC MARRIOTT VACATIONS WORLDWIDE | Consumer Cyclical | 2.5% | $75.0m | 1,151,975 | – | |
| 15 | CIEN CIENA CORP | Technology | 2.2% | $67.1m | 172,926 | – | |
| 16 | COMP COMPASS INC | Real Estate | 2.2% | $67.1m | 9,179,745 | – | |
| 17 | PINS PINTEREST INC | Communication Services | 2.2% | $65.9m | 3,594,581 | – | |
| 18 | AAT AMERICAN ASSETS TR INC | 2.2% | $65.9m | 3,577,054 | – | ||
| 19 | OKTA OKTA INC | Technology | 2.2% | $65.4m | 830,515 | – | |
| 20 | HAPN LENDINGCLUB ISSUANCE TR SER | Financial Services | 2.2% | $65.1m | 4,546,812 | – | |
| 21 | KRNT KORNIT DIGITAL LTD | Industrials | 2.0% | $60.7m | 4,141,355 | – | |
| 22 | GENI GENIUS SPORTS LIMITED | Communication Services | 2.0% | $60.5m | 13,653,724 | – | |
| 23 | GSAT GLOBALSTAR INC | Communication Services | 1.9% | $57.7m | 868,946 | – | |
| 24 | UNFI UNITED NAT FOODS INC | Consumer Defensive | 1.9% | $55.7m | 1,237,132 | – | |
| 25 | RDDT REDDIT INC | Communication Services | 1.6% | $48.4m | 359,392 | – | |
| 26 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 1.5% | $44.5m | 508,633 | – | |
| 27 | CEVA CEVA INC | Technology | 1.5% | $44.1m | 2,358,612 | – | |
| 28 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 1.1% | $33.4m | 516,200 | – | |
| 29 | VRNS VARONIS SYS INC | Technology | 1.0% | $31.1m | 1,448,943 | – | |
| 30 | AAON AAON INC | Industrials | 0.9% | $25.7m | 310,740 | – | |
| 31 | VNET VNET GROUP INC | Technology | 0.8% | $23.3m | 2,779,637 | – | |
| 32 | LOVE LOVESAC COMPANY | 0.5% | $15.1m | 1,025,393 | – | ||
| 33 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 0.5% | $15.0m | 3,530,785 | – | |
| 34 | LASR NLIGHT INC | Technology | 0.5% | $13.7m | 239,454 | – | |
| 35 | CHWY CHEWY INC | Consumer Cyclical | 0.4% | $11.1m | 410,000 | – | |
| 36 | CAE CAE INC | Industrials | 0.3% | $9.6m | 370,000 | – | |
| 37 | MU MICRON TECHNOLOGY INC | Technology | 0.3% | $8.1m | 24,000 | – | |
| 38 | CERS CERUS CORP | Healthcare | 0.2% | $7.5m | 4,114,061 | – | |
| 39 | EVLV EVOLV TECHNOLOGIES HLDNGS IN | 0.2% | $6.0m | 996,951 | – | ||
| 40 | AMWL AMERICAN WELL CORP | 0.2% | $6.0m | 1,136,558 | – | ||
| 41 | INTC INTEL CORP | Technology | 0.2% | $5.2m | 118,800 | – | |
| 42 | TSAT TELESAT CORP | Technology | 0.2% | $5.0m | 137,668 | – | |
| 43 | WOLF WOLFSPEED INC | Technology | 0.2% | $4.6m | 281,624 | – | |
| 44 | MGNI MAGNITE INC | Communication Services | 0.1% | $2.7m | 224,100 | – | |
| 45 | MAPS WM TECHNOLOGY INC | 0.1% | $2.1m | 3,196,829 | – | ||
| 46 | UNIQURE NV | 0.0% | $1.2m | 72,300 | – | ||
| 47 | CGNT COGNYTE SOFTWARE LTD | Technology | 0.0% | $1.1m | 134,708 | – | |
| 48 | RNTX REIN THERAPEUTICS INC | 0.0% | $300.2k | 230,895 | – | ||
| 49 | DOCS DOXIMITY INC | Healthcare | 0.0% | $295.9k | 12,700 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.