Filed: 8/11/2025ACC: 0001172661-25-003028
📋 What this filing means
SENVEST MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $2.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$2.99B
Total AUM (reported)
91.09M
Total Shares
Allocation by class
COM$1.25B42.0%
SHS$402.49M13.5%
SHS NEW$352.38M11.8%
CL A$240.74M8.1%
COM NEW$237.01M7.9%
ORD$159.16M5.3%
COM CL A$144.46M4.8%
Portfolio Concentration
Top 3$814.49M27.3%
4–10$904.59M30.3%
11–25$1.04B34.7%
Rest$231.98M7.8%
Top 3 weight
27.3%
Top 10 weight
57.6%
Voting Authority Distribution
Total shares with voting rights: 91.09M
Sole
Full voting authority
91.09M
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
Other52
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
TOWER SEMICONDUCTOR LTD
DFNDShares8.13M
TypeSH
Market value$352.38M
11.80%
Sole
8.13M
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares2.04M
TypeSH
Market value$323.40M
10.83%
Sole
2.04M
Shared
0.00
None
0.00
RH
DFNDShares733.89K
TypeSH
Market value$138.71M
4.64%
Sole
733.89K
Shared
0.00
None
0.00
CIENA CORP
DFNDShares1.66M
TypeSH
Market value$134.60M
4.51%
Sole
1.66M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
DFNDShares699.92K
TypeSH
Market value$132.52M
4.44%
Sole
699.92K
Shared
0.00
None
0.00
ILLUMINA INC
DFNDShares1.38M
TypeSH
Market value$131.91M
4.42%
Sole
1.38M
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
DFNDShares1.82M
TypeSH
Market value$131.32M
4.40%
Sole
1.82M
Shared
0.00
None
0.00
BXP INC
DFNDShares1.90M
TypeSH
Market value$128.49M
4.30%
Sole
1.90M
Shared
0.00
None
0.00
UIPATH INC
DFNDShares9.89M
TypeSH
Market value$126.63M
4.24%
Sole
9.89M
Shared
0.00
None
0.00
RADWARE LTD
DFNDShares4.05M
TypeSH
Market value$119.13M
3.99%
Sole
4.05M
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
DFNDShares2.82M
TypeSH
Market value$110.51M
3.70%
Sole
2.82M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares3.06M
TypeSH
Market value$109.61M
3.67%
Sole
3.06M
Shared
0.00
None
0.00
CRITEO S A
DFNDShares4.07M
TypeSH
Market value$97.56M
3.27%
Sole
4.07M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares1.83M
TypeSH
Market value$84.56M
2.83%
Sole
1.83M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares7.81M
TypeSH
Market value$81.26M
2.72%
Sole
7.81M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
DFNDShares3.97M
TypeSH
Market value$79.09M
2.65%
Sole
3.97M
Shared
0.00
None
0.00
EPAM SYS INC
DFNDShares443.61K
TypeSH
Market value$78.44M
2.63%
Sole
443.61K
Shared
0.00
None
0.00
BANK OZK LITTLE ROCK ARK
DFNDShares1.58M
TypeSH
Market value$74.43M
2.49%
Sole
1.58M
Shared
0.00
None
0.00
LENDINGCLUB CORP
DFNDShares5.88M
TypeSH
Market value$70.75M
2.37%
Sole
5.88M
Shared
0.00
None
0.00
UNITED NAT FOODS INC
DFNDShares2.64M
TypeSH
Market value$61.51M
2.06%
Sole
2.64M
Shared
0.00
None
0.00
CEVA INC
DFNDShares2.15M
TypeSH
Market value$47.29M
1.58%
Sole
2.15M
Shared
0.00
None
0.00
PENNYMAC FINL SVCS INC NEW
DFNDShares417.33K
TypeSH
Market value$41.58M
1.39%
Sole
417.33K
Shared
0.00
None
0.00
NLIGHT INC
DFNDShares1.81M
TypeSH
Market value$35.63M
1.19%
Sole
1.81M
Shared
0.00
None
0.00
BOEING CO
DFNDShares153.75K
TypeSH
Market value$32.22M
1.08%
Sole
153.75K
Shared
0.00
None
0.00
GLOBALSTAR INC
DFNDShares1.33M
TypeSH
Market value$31.33M
1.05%
Sole
1.33M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 8.13M | SH | $352.38M 11.80% | 8.13M | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 2.04M | SH | $323.40M 10.83% | 2.04M | 0.00 | 0.00 |
RHDFND | COM | 733.89K | SH | $138.71M 4.64% | 733.89K | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 1.66M | SH | $134.60M 4.51% | 1.66M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCDFND | COM | 699.92K | SH | $132.52M 4.44% | 699.92K | 0.00 | 0.00 |
ILLUMINA INCDFND | COM | 1.38M | SH | $131.91M 4.42% | 1.38M | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDEDFND | COM | 1.82M | SH | $131.32M 4.40% | 1.82M | 0.00 | 0.00 |
BXP INCDFND | COM | 1.90M | SH | $128.49M 4.30% | 1.90M | 0.00 | 0.00 |
UIPATH INCDFND | CL A | 9.89M | SH | $126.63M 4.24% | 9.89M | 0.00 | 0.00 |
RADWARE LTDDFND | ORD | 4.05M | SH | $119.13M 3.99% | 4.05M | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCDFND | COM CL A | 2.82M | SH | $110.51M 3.70% | 2.82M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 3.06M | SH | $109.61M 3.67% | 3.06M | 0.00 | 0.00 |
CRITEO S ADFND | SPONS ADS | 4.07M | SH | $97.56M 3.27% | 4.07M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 1.83M | SH | $84.56M 2.83% | 1.83M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 7.81M | SH | $81.26M 2.72% | 7.81M | 0.00 | 0.00 |
KORNIT DIGITAL LTDDFND | SHS | 3.97M | SH | $79.09M 2.65% | 3.97M | 0.00 | 0.00 |
EPAM SYS INCDFND | COM | 443.61K | SH | $78.44M 2.63% | 443.61K | 0.00 | 0.00 |
BANK OZK LITTLE ROCK ARKDFND | COM | 1.58M | SH | $74.43M 2.49% | 1.58M | 0.00 | 0.00 |
LENDINGCLUB CORPDFND | COM NEW | 5.88M | SH | $70.75M 2.37% | 5.88M | 0.00 | 0.00 |
UNITED NAT FOODS INCDFND | COM | 2.64M | SH | $61.51M 2.06% | 2.64M | 0.00 | 0.00 |
CEVA INCDFND | COM | 2.15M | SH | $47.29M 1.58% | 2.15M | 0.00 | 0.00 |
PENNYMAC FINL SVCS INC NEWDFND | COM | 417.33K | SH | $41.58M 1.39% | 417.33K | 0.00 | 0.00 |
NLIGHT INCDFND | COM | 1.81M | SH | $35.63M 1.19% | 1.81M | 0.00 | 0.00 |
BOEING CODFND | COM | 153.75K | SH | $32.22M 1.08% | 153.75K | 0.00 | 0.00 |
GLOBALSTAR INCDFND | COM NEW | 1.33M | SH | $31.33M 1.05% | 1.33M | 0.00 | 0.00 |
Page 1 of 3