Filed: 5/14/2025ACC: 0001172661-25-001893
📋 What this filing means
SENVEST MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$2.39B
Total AUM (reported)
100.48M
Total Shares
Allocation by class
COM$1.01B42.0%
SHS$329.02M13.8%
SHS NEW$287.40M12.0%
CL A$226.68M9.5%
COM NEW$159.85M6.7%
SPONS ADS$141.54M5.9%
ORD$113.25M4.7%
Portfolio Concentration
Top 3$681.22M28.5%
4–10$768.78M32.1%
11–25$795.27M33.2%
Rest$146.55M6.1%
Top 3 weight
28.5%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 100.48M
Sole
Full voting authority
100.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other42
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
TOWER SEMICONDUCTOR LTD
DFNDShares8.06M
TypeSH
Market value$287.40M
12.02%
Sole
8.06M
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares1.54M
TypeSH
Market value$252.28M
10.55%
Sole
1.54M
Shared
0.00
None
0.00
CRITEO S A
DFNDShares4M
TypeSH
Market value$141.54M
5.92%
Sole
4M
Shared
0.00
None
0.00
BXP INC
DFNDShares2.06M
TypeSH
Market value$138.63M
5.80%
Sole
2.06M
Shared
0.00
None
0.00
UIPATH INC
DFNDShares12.10M
TypeSH
Market value$124.59M
5.21%
Sole
12.10M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
DFNDShares731.74K
TypeSH
Market value$116.24M
4.86%
Sole
731.74K
Shared
0.00
None
0.00
RH
DFNDShares474.69K
TypeSH
Market value$111.27M
4.65%
Sole
474.69K
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
DFNDShares1.52M
TypeSH
Market value$97.71M
4.09%
Sole
1.52M
Shared
0.00
None
0.00
ILLUMINA INC
DFNDShares1.15M
TypeSH
Market value$91.34M
3.82%
Sole
1.15M
Shared
0.00
None
0.00
RADWARE LTD
DFNDShares4.12M
TypeSH
Market value$88.98M
3.72%
Sole
4.12M
Shared
0.00
None
0.00
CIENA CORP
DFNDShares1.47M
TypeSH
Market value$88.96M
3.72%
Sole
1.47M
Shared
0.00
None
0.00
PENNYMAC FINL SVCS INC NEW
DFNDShares884.93K
TypeSH
Market value$88.59M
3.70%
Sole
884.93K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares7.71M
TypeSH
Market value$77.14M
3.23%
Sole
7.71M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares2.48M
TypeSH
Market value$76.79M
3.21%
Sole
2.48M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
DFNDShares4.02M
TypeSH
Market value$76.74M
3.21%
Sole
4.02M
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.27M
TypeSH
Market value$55.22M
2.31%
Sole
1.27M
Shared
0.00
None
0.00
CEVA INC
DFNDShares1.99M
TypeSH
Market value$50.84M
2.13%
Sole
1.99M
Shared
0.00
None
0.00
LENDINGCLUB CORP
DFNDShares4.76M
TypeSH
Market value$49.16M
2.06%
Sole
4.76M
Shared
0.00
None
0.00
EPAM SYS INC
DFNDShares271.96K
TypeSH
Market value$45.92M
1.92%
Sole
271.96K
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares931.50K
TypeSH
Market value$42.75M
1.79%
Sole
931.50K
Shared
0.00
None
0.00
AVIDXCHANGE HOLDINGS INC
DFNDShares4.05M
TypeSH
Market value$34.33M
1.44%
Sole
4.05M
Shared
0.00
None
0.00
GROCERY OUTLET HLDG CORP
DFNDShares2.25M
TypeSH
Market value$31.39M
1.31%
Sole
2.25M
Shared
0.00
None
0.00
VERINT SYS INC
DFNDShares1.56M
TypeSH
Market value$27.88M
1.17%
Sole
1.56M
Shared
0.00
None
0.00
COMPASS INC
DFNDShares2.90M
TypeSH
Market value$25.30M
1.06%
Sole
2.90M
Shared
0.00
None
0.00
AUDIOCODES LTD
DFNDShares2.58M
TypeSH
Market value$24.27M
1.01%
Sole
2.58M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 8.06M | SH | $287.40M 12.02% | 8.06M | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 1.54M | SH | $252.28M 10.55% | 1.54M | 0.00 | 0.00 |
CRITEO S ADFND | SPONS ADS | 4M | SH | $141.54M 5.92% | 4M | 0.00 | 0.00 |
BXP INCDFND | COM | 2.06M | SH | $138.63M 5.80% | 2.06M | 0.00 | 0.00 |
UIPATH INCDFND | CL A | 12.10M | SH | $124.59M 5.21% | 12.10M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCDFND | COM | 731.74K | SH | $116.24M 4.86% | 731.74K | 0.00 | 0.00 |
RHDFND | COM | 474.69K | SH | $111.27M 4.65% | 474.69K | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDEDFND | COM | 1.52M | SH | $97.71M 4.09% | 1.52M | 0.00 | 0.00 |
ILLUMINA INCDFND | COM | 1.15M | SH | $91.34M 3.82% | 1.15M | 0.00 | 0.00 |
RADWARE LTDDFND | ORD | 4.12M | SH | $88.98M 3.72% | 4.12M | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 1.47M | SH | $88.96M 3.72% | 1.47M | 0.00 | 0.00 |
PENNYMAC FINL SVCS INC NEWDFND | COM | 884.93K | SH | $88.59M 3.70% | 884.93K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 7.71M | SH | $77.14M 3.23% | 7.71M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 2.48M | SH | $76.79M 3.21% | 2.48M | 0.00 | 0.00 |
KORNIT DIGITAL LTDDFND | SHS | 4.02M | SH | $76.74M 3.21% | 4.02M | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.27M | SH | $55.22M 2.31% | 1.27M | 0.00 | 0.00 |
CEVA INCDFND | COM | 1.99M | SH | $50.84M 2.13% | 1.99M | 0.00 | 0.00 |
LENDINGCLUB CORPDFND | COM NEW | 4.76M | SH | $49.16M 2.06% | 4.76M | 0.00 | 0.00 |
EPAM SYS INCDFND | COM | 271.96K | SH | $45.92M 1.92% | 271.96K | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 931.50K | SH | $42.75M 1.79% | 931.50K | 0.00 | 0.00 |
AVIDXCHANGE HOLDINGS INCDFND | COM | 4.05M | SH | $34.33M 1.44% | 4.05M | 0.00 | 0.00 |
GROCERY OUTLET HLDG CORPDFND | COM | 2.25M | SH | $31.39M 1.31% | 2.25M | 0.00 | 0.00 |
VERINT SYS INCDFND | COM | 1.56M | SH | $27.88M 1.17% | 1.56M | 0.00 | 0.00 |
COMPASS INCDFND | CL A | 2.90M | SH | $25.30M 1.06% | 2.90M | 0.00 | 0.00 |
AUDIOCODES LTDDFND | ORD | 2.58M | SH | $24.27M 1.01% | 2.58M | 0.00 | 0.00 |
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