Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Senvest Management, LLC (CIK 1328785) reported $3.01B across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSEM ($398.7M, 13.23%), WIX ($338.2M, 11.22%), ILMN ($190.4M, 6.32%), BILL ($154.6M, 5.13%), ALGN ($129.4M, 4.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | $398.7M | 13.23% | 2.3M | Trimmed |
| 2 | WIX | WIX COM LTD | $338.2M | 11.22% | 3.8M | Added |
| 3 | ILMN | ILLUMINA INC | $190.4M | 6.32% | 1.5M | Added |
| 4 | BILL | BILL HOLDINGS INC | $154.6M | 5.13% | 4.0M | Added |
| 5 | ALGN | ALIGN TECHNOLOGY INC | $129.4M | 4.29% | 754,797 | Added |
| 6 | MDALF | MDA SPACE LTD | $120.6M | 4.00% | 4.8M | New |
| 7 | RDWR | RADWARE LTD | $106.5M | 3.53% | 4.0M | Hold |
| 8 | RH | RH | $89.0M | 2.95% | 636,219 | Trimmed |
| 9 | PATH | UIPATH INC | $86.4M | 2.87% | 7.8M | Trimmed |
| 10 | DKS | DICKS SPORTING GOODS INC | $84.0M | 2.79% | 423,451 | Added |
| 11 | VOYG | VOYAGER TECHNOLOGIES INC | $83.8M | 2.78% | 3.6M | Trimmed |
| 12 | CRTO | CRITEO S A | $82.4M | 2.73% | 4.6M | Added |
| 13 | NCNO | NCINO INC | $79.5M | 2.64% | 5.3M | Added |
| 14 | VAC | MARRIOTT VACATIONS WORLDWIDE | $75.0M | 2.49% | 1.2M | Trimmed |
| 15 | CIEN | CIENA CORP | $67.1M | 2.23% | 172,926 | Trimmed |
| 16 | COMP | COMPASS INC | $67.1M | 2.23% | 9.2M | Added |
| 17 | PINS | PINTEREST INC | $65.9M | 2.19% | 3.6M | Added |
| 18 | AAT | AMERICAN ASSETS TR INC | $65.9M | 2.18% | 3.6M | Added |
| 19 | OKTA | OKTA INC | $65.4M | 2.17% | 830,515 | Added |
| 20 | LC | LENDINGCLUB ISSUANCE TR SER | $65.1M | 2.16% | 4.5M | Added |
| 21 | KRNT | KORNIT DIGITAL LTD | $60.7M | 2.01% | 4.1M | Hold |
| 22 | GENI | GENIUS SPORTS LIMITED | $60.5M | 2.01% | 13.7M | Added |
| 23 | GSAT | GLOBALSTAR INC | $57.7M | 1.91% | 868,946 | Added |
| 24 | UNFI | UNITED NAT FOODS INC | $55.7M | 1.85% | 1.2M | Trimmed |
| 25 | RDDT | REDDIT INC | $48.4M | 1.61% | 359,392 | New |
Source: SEC Form 13F filings · as of 2026-03-31