# Senvest Management, LLC: Form 13F holdings

An institutional investment manager in New York, NY. SEC CIK 1328785.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.41bn
- Positions: 55 (55 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1328785/000117266126003417/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $475.2m | 13.9% | 1,823,082 |  | Reduced −448,997 |
| [MDA SPACE LTD (MDA)](/companies/mda.md) | COM | $180.7m | 5.3% | 4,377,113 |  | Reduced −384,774 |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $177.4m | 5.2% | 1,008,718 |  | Reduced −535,849 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $155.0m | 4.5% | 12,569,334 |  | Added +3,389,589 |
| [BILL HOLDINGS INC (BILL)](/companies/bill.md) | COM | $148.4m | 4.4% | 4,102,668 |  | Added +267,320 |
| WIX COM LTD | SHS | $132.4m | 3.9% | 2,918,880 |  | Reduced −835,800 |
| [UIPATH INC (PATH)](/companies/path.md) | CL A | $131.4m | 3.9% | 12,085,222 |  | Added +4,300,400 |
| [ALIGN TECHNOLOGY INC (ALGN)](/companies/algn.md) | COM | $125.7m | 3.7% | 745,345 |  | Reduced −9,452 |
| RADWARE LTD | ORD | $124.9m | 3.7% | 4,046,559 |  | Unchanged |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $119.8m | 3.5% | 7,326,196 |  | Added +2,017,728 |
| [MARRIOTT VACATIONS WORLDWIDE (VAC)](/companies/vac.md) | COM | $114.7m | 3.4% | 1,126,132 |  | Reduced −25,843 |
| [OKTA INC (OKTA)](/companies/okta.md) | CL A | $112.7m | 3.3% | 825,615 |  | Reduced −4,900 |
| GENIUS SPORTS LIMITED | SHARES CL A | $96.2m | 2.8% | 15,881,616 |  | Added +2,227,892 |
| [VOYAGER TECHNOLOGIES INC (VOYG)](/companies/voyg.md) | COM CL A | $95.6m | 2.8% | 2,965,788 |  | Reduced −615,653 |
| [DICKS SPORTING GOODS INC (DKS)](/companies/dks.md) | COM | $94.9m | 2.8% | 418,501 |  | Reduced −4,950 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $87.6m | 2.6% | 504,461 |  | Added +145,069 |
| CRITEO S A | SPONS ADS | $84.0m | 2.5% | 4,597,322 |  | Unchanged |
| [PINTEREST INC (PINS)](/companies/pins.md) | CL A | $82.5m | 2.4% | 3,922,718 |  | Added +328,137 |
| [CEVA INC (CEVA)](/companies/ceva.md) | COM | $77.0m | 2.3% | 1,633,155 |  | Reduced −725,457 |
| [HAPPEN INC (HAPN)](/companies/hapn.md) | COM NEW | $69.4m | 2.0% | 3,346,293 |  | Reduced −1,200,519 |
| KORNIT DIGITAL LTD | SHS | $69.1m | 2.0% | 4,251,355 |  | Added +110,000 |
| [AMERICAN ASSETS TR INC (AAT)](/companies/aat.md) | COM | $65.5m | 1.9% | 2,651,358 |  | Reduced −925,696 |
| [CIENA CORP (CIEN)](/companies/cien.md) | COM NEW | $64.0m | 1.9% | 130,426 |  | Reduced −42,500 |
| [UNITED NAT FOODS INC (UNFI)](/companies/unfi.md) | COM | $53.9m | 1.6% | 1,181,132 |  | Reduced −56,000 |
| [VARONIS SYS INC (VRNS)](/companies/vrns.md) | COM | $53.3m | 1.6% | 1,270,877 |  | Reduced −178,066 |
| [RH (RH)](/companies/rh.md) | COM | $51.4m | 1.5% | 312,051 |  | Reduced −324,168 |
| [MICROCHIP TECHNOLOGY INC. (MCHP)](/companies/mchp.md) | COM | $45.3m | 1.3% | 496,200 |  | Reduced −20,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $39.4m | 1.2% | 70,000 |  | New +70,000 |
| [PENNYMAC FINL SVCS INC NEW (PFSI)](/companies/pfsi.md) | COM | $35.0m | 1.0% | 401,757 |  | Reduced −106,876 |
| ACV AUCTIONS INC | COM CL A | $30.7m | 0.9% | 4,275,785 |  | Added +745,000 |
| [VNET GROUP INC (VNET)](/companies/vnet.md) | SPONSORED ADS A | $24.9m | 0.7% | 3,099,637 |  | Added +320,000 |
| GLOBALFOUNDRIES INC | ORDINARY SHARES | $21.5m | 0.6% | 260,408 |  | New +260,408 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $16.6m | 0.5% | 118,800 |  | Unchanged |
| [LOVESAC CO (LOVE)](/companies/love.md) | COM | $16.5m | 0.5% | 990,212 |  | Reduced −35,181 |
| [BORGWARNER INC (BWA)](/companies/bwa.md) | COM | $14.5m | 0.4% | 218,000 |  | New +218,000 |
| [CERUS CORP (CERS)](/companies/cers.md) | COM | $13.5m | 0.4% | 4,614,061 |  | Added +500,000 |
| [CHEWY INC (CHWY)](/companies/chwy.md) | CL A | $12.7m | 0.4% | 647,300 |  | Added +237,300 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $12.5m | 0.4% | 258,124 |  | Reduced −23,500 |
| [AMERICAN WELL CORP (AMWL)](/companies/amwl.md) | COM CL A NEW | $12.1m | 0.4% | 1,329,057 |  | Added +192,499 |
| [NLIGHT INC (LASR)](/companies/lasr.md) | COM | $11.2m | 0.3% | 160,338 |  | Reduced −79,116 |
| [GLOBALSTAR INC (GSAT)](/companies/gsat.md) | COM NEW | $10.5m | 0.3% | 129,310 |  | Reduced −739,636 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $8.1m | 0.2% | 40,600 |  | New +40,600 |
| [TELESAT CORP (TSAT)](/companies/tsat.md) | CL A & CL B SHS | $7.0m | 0.2% | 137,668 |  | Unchanged |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $6.5m | 0.2% | 35,000 |  | New +35,000 |
| [EVOLV TECHNOLOGIES HLDNGS IN (EVLV)](/companies/evlv.md) | COM CL A | $5.8m | 0.2% | 996,951 |  | Unchanged |
| [MAGNITE INC (MGNI)](/companies/mgni.md) | COM | $4.3m | 0.1% | 224,100 |  | Unchanged |
| [LULULEMON ATHLETICA INC (LULU)](/companies/lulu.md) | COM | $4.2m | 0.1% | 36,750 |  | New +36,750 |
| [POWERLAW CORP (PWRL)](/companies/pwrl.md) | COM | $2.9m | <0.1% | 198,879 |  | New +198,879 |
| [INDIE SEMICONDUCTOR INC (INDI)](/companies/indi.md) | CLASS A COM | $2.5m | <0.1% | 552,843 |  | New +552,843 |
| UNIQURE NV | SHS | $1.9m | <0.1% | 42,300 |  | Reduced −30,000 |
| [VICTORIAS SECRET AND CO (VSXY)](/companies/vsxy.md) | COMMON STOCK | $1.9m | <0.1% | 22,232 |  | New +22,232 |
| [BLACKROCK TECH AND PRIVATE E (BTX)](/companies/btx.md) | SHS BEN INT | $1.8m | <0.1% | 200,000 |  | New +200,000 |
| [REIN THERAPEUTICS INC (RNTX)](/companies/rntx.md) | COM NEW | $1.3m | <0.1% | 1,230,895 |  | Added +1,000,000 |
| COGNYTE SOFTWARE LTD | ORD SHS | $1.2m | <0.1% | 134,708 |  | Unchanged |
| [GDS HLDGS LTD (GDS)](/companies/gds.md) | SPONSORED ADS | $900.9k | <0.1% | 30,000 |  | New +30,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AAON INC (AAON)](/companies/aaon.md) | COM PAR $0.004 | $0 | 0.0% | 0 |  | Sold out −310,740 |
| [BILL HOLDINGS INC (BILL)](/companies/bill.md) | COM | $0 | 0.0% | 0 | Call | Sold out −200,900 |
| [CAE INC (CAE)](/companies/cae.md) | COM | $0 | 0.0% | 0 |  | Sold out −370,000 |
| [DOXIMITY INC (DOCS)](/companies/docs.md) | CL A | $0 | 0.0% | 0 |  | Sold out −12,700 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $0 | 0.0% | 0 |  | Sold out −24,000 |
| [WM TECHNOLOGY INC (MAPS)](/companies/maps.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,196,829 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003417. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.