13F-HR filed by Senvest Management, LLC
Senvest Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 55 holding rows worth $3,409,633,050.
- Accession
- 0001172661-26-003417
- Filer
- CIK 1328785
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 55 entries on the cover page, a total value of $3,409,633,050 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,409,633,050 with VALUE read as dollars as filed, 13F file number 028-11698. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 1,823,082 | $475,168,092 | dollars as filed | |
| Mda Space Ltd | 55293N109 | COM | 4,377,113 | $180,687,224 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 1,008,718 | $177,362,886 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 12,569,334 | $154,979,888 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 4,102,668 | $148,352,475 | dollars as filed | |
| WIX COM LTD SHS | M98068105 | Stock | 2,918,880 | $132,429,586 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 12,085,222 | $131,366,363 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 745,345 | $125,709,888 | dollars as filed | |
| RADWARE LTD | M81873107 | COMMON STOCK | 4,046,559 | $124,876,811 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 7,326,196 | $119,783,305 | dollars as filed | |
| MARRIOTT VACATIONS WORLDWIDE C COM | 57164Y107 | Stock | 1,126,132 | $114,730,328 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 825,615 | $112,655,167 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 15,881,616 | $96,242,593 | dollars as filed | |
| VOYAGER TECHNOLOGIES INC | 92892B103 | COM CL A | 2,965,788 | $95,646,663 | dollars as filed | |
| DICKS SPORTING GOODS INC COM | 253393102 | Stock | 418,501 | $94,920,212 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 504,461 | $87,564,340 | dollars as filed | |
| CRITEO S A SPONS ADS | 226718104 | ADR | 4,597,322 | $84,039,046 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 3,922,718 | $82,494,760 | dollars as filed | |
| CEVA INC | 157210105 | COMMON STOCK | 1,633,155 | $77,019,590 | dollars as filed | |
| HAPPEN INC COM NEW | 52603A208 | Stock | 3,346,293 | $69,402,117 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 4,251,355 | $69,084,519 | dollars as filed | |
| AMERICAN ASSETS TR INC COM | 024013104 | REIT | 2,651,358 | $65,462,029 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 130,426 | $63,981,779 | dollars as filed | |
| UNITED NAT FOODS INC COM | 911163103 | Stock | 1,181,132 | $53,942,298 | dollars as filed | |
| VARONIS SYS INC | 922280102 | COM | 1,270,877 | $53,325,999 | dollars as filed | |
| RH | 74967X103 | COM | 312,051 | $51,404,161 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 496,200 | $45,253,440 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 70,000 | $39,430,300 | dollars as filed | |
| PENNYMAC FINL SVCS INC NEW | 70932M107 | COM | 401,757 | $34,993,035 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 4,275,785 | $30,742,894 | dollars as filed | |
| VNET GROUP INC | 90138A103 | SPONSORED ADS A | 3,099,637 | $24,921,081 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 260,408 | $21,460,223 | dollars as filed | |
| Intel Corp | 458140100 | COM | 118,800 | $16,588,044 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 990,212 | $16,526,638 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 218,000 | $14,475,200 | dollars as filed | |
| CERUS CORP | 157085101 | COM | 4,614,061 | $13,473,058 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 647,300 | $12,719,445 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 258,124 | $12,454,483 | dollars as filed | |
| AMERICAN WELL CORP | 03044L204 | COM CL A NEW | 1,329,057 | $12,121,000 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 160,338 | $11,162,732 | dollars as filed | |
| GLOBALSTAR INC | 378973507 | COMMON STOCK | 129,310 | $10,511,610 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 40,600 | $8,123,654 | dollars as filed | |
| TELESAT CORP | 879512309 | CL A & CL B SHS | 137,668 | $6,968,754 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 35,000 | $6,467,650 | dollars as filed | |
| EVOLV TECHNOLOGIES HLDNGS IN | 30049H102 | COM CL A | 996,951 | $5,782,316 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 224,100 | $4,253,418 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 36,750 | $4,196,115 | dollars as filed | |
| POWERLAW CORP | 738922103 | COM *A* | 198,879 | $2,919,544 | dollars as filed | |
| INDIE SEMICONDUCTOR INC | 45569U101 | CLASS A COM | 552,843 | $2,482,265 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 42,300 | $1,948,338 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 22,232 | $1,855,927 | dollars as filed | |
| BLACKROCK TECH AND PRIVATE E | 09260Q108 | SHS BEN INT | 200,000 | $1,806,000 | dollars as filed | |
| REIN THERAPEUTICS INC | 00887A204 | COM NEW | 1,230,895 | $1,280,131 | dollars as filed | |
| COGNYTE SOFTWARE LTD | M25133105 | ORD SHS | 134,708 | $1,182,736 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 30,000 | $900,900 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003417 | this filing | 2026-08-14 | acceptance time not in the bulk data set |