Filed: 11/14/2025ACC: 0001172661-25-004913
📋 What this filing means
SENVEST MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $3.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$3.12B
Total AUM (reported)
88.35M
Total Shares
Allocation by class
COM$1.19B38.2%
SHS$498.69M16.0%
SHS NEW$405.02M13.0%
CL A$272.53M8.7%
COM NEW$240.47M7.7%
ORD$157.83M5.1%
COM CL A$123.99M4.0%
Portfolio Concentration
Top 3$993.11M31.9%
4–10$874.86M28.1%
11–25$1.01B32.3%
Rest$240.78M7.7%
Top 3 weight
31.9%
Top 10 weight
59.9%
Voting Authority Distribution
Total shares with voting rights: 88.35M
Sole
Full voting authority
88.35M
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:
WIX COM LTD
DFNDShares2.49M
TypeSH
Market value$442.06M
14.19%
Sole
2.49M
Shared
0.00
None
0.00
TOWER SEMICONDUCTOR LTD
DFNDShares5.60M
TypeSH
Market value$405.02M
13.00%
Sole
5.60M
Shared
0.00
None
0.00
EPAM SYS INC
DFNDShares968.40K
TypeSH
Market value$146.03M
4.69%
Sole
968.40K
Shared
0.00
None
0.00
UIPATH INC
DFNDShares10.86M
TypeSH
Market value$145.34M
4.66%
Sole
10.86M
Shared
0.00
None
0.00
ILLUMINA INC
DFNDShares1.41M
TypeSH
Market value$134.04M
4.30%
Sole
1.41M
Shared
0.00
None
0.00
RH
DFNDShares647.80K
TypeSH
Market value$131.61M
4.22%
Sole
647.80K
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
DFNDShares1.91M
TypeSH
Market value$127.13M
4.08%
Sole
1.91M
Shared
0.00
None
0.00
CIENA CORP
DFNDShares867.32K
TypeSH
Market value$126.34M
4.05%
Sole
867.32K
Shared
0.00
None
0.00
RADWARE LTD
DFNDShares4.05M
TypeSH
Market value$107.19M
3.44%
Sole
4.05M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
DFNDShares824.22K
TypeSH
Market value$103.21M
3.31%
Sole
824.22K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares8.27M
TypeSH
Market value$102.44M
3.29%
Sole
8.27M
Shared
0.00
None
0.00
UNITED NAT FOODS INC
DFNDShares2.58M
TypeSH
Market value$97.06M
3.11%
Sole
2.58M
Shared
0.00
None
0.00
CRITEO S A
DFNDShares4.23M
TypeSH
Market value$95.54M
3.07%
Sole
4.23M
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
DFNDShares3.02M
TypeSH
Market value$89.96M
2.89%
Sole
3.02M
Shared
0.00
None
0.00
LENDINGCLUB CORP
DFNDShares5.42M
TypeSH
Market value$82.29M
2.64%
Sole
5.42M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares2.53M
TypeSH
Market value$81.43M
2.61%
Sole
2.53M
Shared
0.00
None
0.00
NCINO INC
DFNDShares2.42M
TypeSH
Market value$65.59M
2.10%
Sole
2.42M
Shared
0.00
None
0.00
CEVA INC
DFNDShares2.21M
TypeSH
Market value$58.36M
1.87%
Sole
2.21M
Shared
0.00
None
0.00
BOEING CO
DFNDShares264.75K
TypeSH
Market value$57.14M
1.83%
Sole
264.75K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
DFNDShares3.98M
TypeSH
Market value$53.72M
1.72%
Sole
3.98M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares1.01M
TypeSH
Market value$53.29M
1.71%
Sole
1.01M
Shared
0.00
None
0.00
PENNYMAC FINL SVCS INC NEW
DFNDShares417.33K
TypeSH
Market value$51.70M
1.66%
Sole
417.33K
Shared
0.00
None
0.00
OKTA INC
DFNDShares453.12K
TypeSH
Market value$41.55M
1.33%
Sole
453.12K
Shared
0.00
None
0.00
BXP INC
DFNDShares545.75K
TypeSH
Market value$40.57M
1.30%
Sole
545.75K
Shared
0.00
None
0.00
AMERICAN ASSETS TR INC
DFNDShares1.80M
TypeSH
Market value$36.66M
1.18%
Sole
1.80M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WIX COM LTDDFND | SHS | 2.49M | SH | $442.06M 14.19% | 2.49M | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 5.60M | SH | $405.02M 13.00% | 5.60M | 0.00 | 0.00 |
EPAM SYS INCDFND | COM | 968.40K | SH | $146.03M 4.69% | 968.40K | 0.00 | 0.00 |
UIPATH INCDFND | CL A | 10.86M | SH | $145.34M 4.66% | 10.86M | 0.00 | 0.00 |
ILLUMINA INCDFND | COM | 1.41M | SH | $134.04M 4.30% | 1.41M | 0.00 | 0.00 |
RHDFND | COM | 647.80K | SH | $131.61M 4.22% | 647.80K | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDEDFND | COM | 1.91M | SH | $127.13M 4.08% | 1.91M | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 867.32K | SH | $126.34M 4.05% | 867.32K | 0.00 | 0.00 |
RADWARE LTDDFND | ORD | 4.05M | SH | $107.19M 3.44% | 4.05M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCDFND | COM | 824.22K | SH | $103.21M 3.31% | 824.22K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 8.27M | SH | $102.44M 3.29% | 8.27M | 0.00 | 0.00 |
UNITED NAT FOODS INCDFND | COM | 2.58M | SH | $97.06M 3.11% | 2.58M | 0.00 | 0.00 |
CRITEO S ADFND | SPONS ADS | 4.23M | SH | $95.54M 3.07% | 4.23M | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCDFND | COM CL A | 3.02M | SH | $89.96M 2.89% | 3.02M | 0.00 | 0.00 |
LENDINGCLUB CORPDFND | COM NEW | 5.42M | SH | $82.29M 2.64% | 5.42M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 2.53M | SH | $81.43M 2.61% | 2.53M | 0.00 | 0.00 |
NCINO INCDFND | COM | 2.42M | SH | $65.59M 2.10% | 2.42M | 0.00 | 0.00 |
CEVA INCDFND | COM | 2.21M | SH | $58.36M 1.87% | 2.21M | 0.00 | 0.00 |
BOEING CODFND | COM | 264.75K | SH | $57.14M 1.83% | 264.75K | 0.00 | 0.00 |
KORNIT DIGITAL LTDDFND | SHS | 3.98M | SH | $53.72M 1.72% | 3.98M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 1.01M | SH | $53.29M 1.71% | 1.01M | 0.00 | 0.00 |
PENNYMAC FINL SVCS INC NEWDFND | COM | 417.33K | SH | $51.70M 1.66% | 417.33K | 0.00 | 0.00 |
OKTA INCDFND | CL A | 453.12K | SH | $41.55M 1.33% | 453.12K | 0.00 | 0.00 |
BXP INCDFND | COM | 545.75K | SH | $40.57M 1.30% | 545.75K | 0.00 | 0.00 |
AMERICAN ASSETS TR INCDFND | COM | 1.80M | SH | $36.66M 1.18% | 1.80M | 0.00 | 0.00 |
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