Filed: 5/14/2026ACC: 0001172661-26-001964
📋 What this filing means
SENVEST MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 49 equity positions with a total reported market value of $3.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
49
Positions
$3.01B
Total AUM (reported)
111M
Total Shares
Allocation by class
COM$1.26B41.8%
SHS$400.08M13.3%
SHS NEW$398.70M13.2%
CL A$344.57M11.4%
COM NEW$190.26M6.3%
ORD$106.51M3.5%
COM CL A$104.77M3.5%
Portfolio Concentration
Top 3$927.27M30.8%
4–10$770.39M25.6%
11–25$1.00B33.2%
Rest$316.55M10.5%
Top 3 weight
30.8%
Top 10 weight
56.3%
Voting Authority Distribution
Total shares with voting rights: 111M
Sole
Full voting authority
111M
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
Other49
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:
TOWER SEMICONDUCTOR LTD
DFNDShares2.27M
TypeSH
Market value$398.70M
13.23%
Sole
2.27M
Shared
0.00
None
0.00
WIX COM LTD
DFNDShares3.75M
TypeSH
Market value$338.18M
11.22%
Sole
3.75M
Shared
0.00
None
0.00
ILLUMINA INC
DFNDShares1.54M
TypeSH
Market value$190.38M
6.32%
Sole
1.54M
Shared
0.00
None
0.00
BILL HOLDINGS INC
DFNDShares4.04M
TypeSH
Market value$154.59M
5.13%
Sole
4.04M
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
DFNDShares754.80K
TypeSH
Market value$129.39M
4.29%
Sole
754.80K
Shared
0.00
None
0.00
MDA SPACE LTD
DFNDShares4.76M
TypeSH
Market value$120.57M
4.00%
Sole
4.76M
Shared
0.00
None
0.00
RADWARE LTD
DFNDShares4.05M
TypeSH
Market value$106.51M
3.53%
Sole
4.05M
Shared
0.00
None
0.00
RH
DFNDShares636.22K
TypeSH
Market value$88.96M
2.95%
Sole
636.22K
Shared
0.00
None
0.00
UIPATH INC
DFNDShares7.78M
TypeSH
Market value$86.41M
2.87%
Sole
7.78M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
DFNDShares423.45K
TypeSH
Market value$83.97M
2.79%
Sole
423.45K
Shared
0.00
None
0.00
VOYAGER TECHNOLOGIES INC
DFNDShares3.58M
TypeSH
Market value$83.77M
2.78%
Sole
3.58M
Shared
0.00
None
0.00
CRITEO S A
DFNDShares4.60M
TypeSH
Market value$82.43M
2.73%
Sole
4.60M
Shared
0.00
None
0.00
NCINO INC
DFNDShares5.31M
TypeSH
Market value$79.52M
2.64%
Sole
5.31M
Shared
0.00
None
0.00
MARRIOTT VACATIONS WORLDWIDE
DFNDShares1.15M
TypeSH
Market value$75.02M
2.49%
Sole
1.15M
Shared
0.00
None
0.00
CIENA CORP
DFNDShares172.93K
TypeSH
Market value$67.14M
2.23%
Sole
172.93K
Shared
0.00
None
0.00
COMPASS INC
DFNDShares9.18M
TypeSH
Market value$67.10M
2.23%
Sole
9.18M
Shared
0.00
None
0.00
PINTEREST INC
DFNDShares3.59M
TypeSH
Market value$65.92M
2.19%
Sole
3.59M
Shared
0.00
None
0.00
AMERICAN ASSETS TR INC
DFNDShares3.58M
TypeSH
Market value$65.85M
2.18%
Sole
3.58M
Shared
0.00
None
0.00
OKTA INC
DFNDShares830.51K
TypeSH
Market value$65.37M
2.17%
Sole
830.51K
Shared
0.00
None
0.00
LENDINGCLUB ISSUANCE TR SER
DFNDShares4.55M
TypeSH
Market value$65.11M
2.16%
Sole
4.55M
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
DFNDShares4.14M
TypeSH
Market value$60.71M
2.01%
Sole
4.14M
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
DFNDShares13.65M
TypeSH
Market value$60.49M
2.01%
Sole
13.65M
Shared
0.00
None
0.00
GLOBALSTAR INC
DFNDShares868.95K
TypeSH
Market value$57.72M
1.91%
Sole
868.95K
Shared
0.00
None
0.00
UNITED NAT FOODS INC
DFNDShares1.24M
TypeSH
Market value$55.75M
1.85%
Sole
1.24M
Shared
0.00
None
0.00
REDDIT INC
DFNDShares359.39K
TypeSH
Market value$48.39M
1.61%
Sole
359.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TOWER SEMICONDUCTOR LTDDFND | SHS NEW | 2.27M | SH | $398.70M 13.23% | 2.27M | 0.00 | 0.00 |
WIX COM LTDDFND | SHS | 3.75M | SH | $338.18M 11.22% | 3.75M | 0.00 | 0.00 |
ILLUMINA INCDFND | COM | 1.54M | SH | $190.38M 6.32% | 1.54M | 0.00 | 0.00 |
BILL HOLDINGS INCDFND | COM | 4.04M | SH | $154.59M 5.13% | 4.04M | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCDFND | COM | 754.80K | SH | $129.39M 4.29% | 754.80K | 0.00 | 0.00 |
MDA SPACE LTDDFND | COM | 4.76M | SH | $120.57M 4.00% | 4.76M | 0.00 | 0.00 |
RADWARE LTDDFND | ORD | 4.05M | SH | $106.51M 3.53% | 4.05M | 0.00 | 0.00 |
RHDFND | COM | 636.22K | SH | $88.96M 2.95% | 636.22K | 0.00 | 0.00 |
UIPATH INCDFND | CL A | 7.78M | SH | $86.41M 2.87% | 7.78M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCDFND | COM | 423.45K | SH | $83.97M 2.79% | 423.45K | 0.00 | 0.00 |
VOYAGER TECHNOLOGIES INCDFND | COM CL A | 3.58M | SH | $83.77M 2.78% | 3.58M | 0.00 | 0.00 |
CRITEO S ADFND | SPONS ADS | 4.60M | SH | $82.43M 2.73% | 4.60M | 0.00 | 0.00 |
NCINO INCDFND | COM | 5.31M | SH | $79.52M 2.64% | 5.31M | 0.00 | 0.00 |
MARRIOTT VACATIONS WORLDWIDEDFND | COM | 1.15M | SH | $75.02M 2.49% | 1.15M | 0.00 | 0.00 |
CIENA CORPDFND | COM NEW | 172.93K | SH | $67.14M 2.23% | 172.93K | 0.00 | 0.00 |
COMPASS INCDFND | CL A | 9.18M | SH | $67.10M 2.23% | 9.18M | 0.00 | 0.00 |
PINTEREST INCDFND | CL A | 3.59M | SH | $65.92M 2.19% | 3.59M | 0.00 | 0.00 |
AMERICAN ASSETS TR INCDFND | COM | 3.58M | SH | $65.85M 2.18% | 3.58M | 0.00 | 0.00 |
OKTA INCDFND | CL A | 830.51K | SH | $65.37M 2.17% | 830.51K | 0.00 | 0.00 |
LENDINGCLUB ISSUANCE TR SERDFND | COM NEW | 4.55M | SH | $65.11M 2.16% | 4.55M | 0.00 | 0.00 |
KORNIT DIGITAL LTDDFND | SHS | 4.14M | SH | $60.71M 2.01% | 4.14M | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDDFND | SHARES CL A | 13.65M | SH | $60.49M 2.01% | 13.65M | 0.00 | 0.00 |
GLOBALSTAR INCDFND | COM NEW | 868.95K | SH | $57.72M 1.91% | 868.95K | 0.00 | 0.00 |
UNITED NAT FOODS INCDFND | COM | 1.24M | SH | $55.75M 1.85% | 1.24M | 0.00 | 0.00 |
REDDIT INCDFND | CL A | 359.39K | SH | $48.39M 1.61% | 359.39K | 0.00 | 0.00 |
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