Funds › Senvest Management, LLC
Senvest Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 51 positions worth $3.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$3.5B
+$45.0M (1.3%) vs Q2 2026
Positions
51
55 in Q2 2026
Top 10 share
53.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TSEM Tower Semiconductor Ltd. | 2.01M | $456.1M | 13.2% | +10.0% | 13F ↗ |
| 2 | WIX Wix.com Ltd. | 3.06M | $221.0M | 6.4% | +5.0% | 13F ↗ |
| 3 | ILMN Illumina, Inc. | 796,705 | $218.0M | 6.3% | -21.0% | 13F ↗ |
| 4 | MDA MDA Space Ltd. | 6.54M | $193.8M | 5.6% | +49.5% | 13F ↗ |
| 5 | NCNO nCino, Inc. | 8.12M | $147.2M | 4.3% | +10.8% | 13F ↗ |
| 6 | VAC Marriott Vacations Worldwide Corporation | 1.23M | $125.5M | 3.6% | +9.0% | 13F ↗ |
| 7 | OKTA Okta, Inc. | 599,117 | $125.3M | 3.6% | -27.4% | 13F ↗ |
| 8 | RDWR Radware Ltd. | 4.06M | $120.9M | 3.5% | +0.2% | 13F ↗ |
| 9 | BILL BILL Holdings, Inc. | 2.73M | $116.3M | 3.4% | -33.4% | 13F ↗ |
| 10 | ALGN Align Technology, Inc. | 796,545 | $115.8M | 3.4% | +6.9% | 13F ↗ |
| 11 | CIEN Ciena Corporation | 313,356 | $110.2M | 3.2% | +140% | 13F ↗ |
| 12 | COMP Compass, Inc. | 11.95M | $106.1M | 3.1% | -4.9% | 13F ↗ |
| 13 | GENI Genius Sports Limited | 18.18M | $104.1M | 3.0% | +14.4% | 13F ↗ |
| 14 | PATH UiPath, Inc. | 7.75M | $99.5M | 2.9% | -35.9% | 13F ↗ |
| 15 | INTC Intel Corporation | 722,244 | $86.8M | 2.5% | +508% | 13F ↗ |
| 16 | PINS Pinterest, Inc. | 4.50M | $85.1M | 2.5% | +14.8% | 13F ↗ |
| 17 | RDDT Reddit, Inc. | 582,742 | $83.0M | 2.4% | +15.5% | 13F ↗ |
| 18 | DKS Dick's Sporting Goods Inc | 617,633 | $82.9M | 2.4% | +47.6% | 13F ↗ |
| 19 | CEVA CEVA, Inc. | 2.31M | $81.7M | 2.4% | +41.6% | 13F ↗ |
| 20 | CRTO Criteo S.A. | 4.65M | $70.7M | 2.0% | New | 13F ↗ |
| 21 | KRNT Kornit Digital Ltd. | 4.15M | $69.0M | 2.0% | -2.4% | 13F ↗ |
| 22 | MCHP Microchip Technology Incorporated | 836,900 | $65.1M | 1.9% | +68.7% | 13F ↗ |
| 23 | VRNS Varonis Systems, Inc. | 1.32M | $62.6M | 1.8% | +3.9% | 13F ↗ |
| 24 | VOYG Voyager Technologies, Inc. | 2.06M | $62.2M | 1.8% | -30.6% | 13F ↗ |
| 25 | UNFI United Natural Foods, Inc. | 1.22M | $54.8M | 1.6% | +3.6% | 13F ↗ |
| 26 | QCOM QUALCOMM Incorporated | 263,626 | $48.5M | 1.4% | +653% | 13F ↗ |
| 27 | AAT American Assets Trust, Inc. · Reit | 1.80M | $38.3M | 1.1% | -32.1% | 13F ↗ |
| 28 | MOD Modine Manufacturing Company | 186,400 | $34.9M | 1.0% | New | 13F ↗ |
| 29 | Acv Auctions Inc | 2.82M | $29.5M | 0.9% | -33.9% | 13F ↗ |
| 30 | GFS GlobalFoundries Inc. | 530,408 | $25.4M | 0.7% | +104% | 13F ↗ |
| 31 | PFSI PennyMac Financial Services, Inc. | 401,757 | $24.8M | 0.7% | Unchanged | 13F ↗ |
| 32 | ON ON Semiconductor Corporation | 267,950 | $20.6M | 0.6% | New | 13F ↗ |
| 33 | VNET VNET Group, Inc. · ADR | 3.68M | $20.4M | 0.6% | +18.7% | 13F ↗ |
| 34 | SEDG SolarEdge Technologies, Inc. | 628,604 | $20.0M | 0.6% | New | 13F ↗ |
| 35 | AMWL American Well Corporation | 1.33M | $18.0M | 0.5% | Unchanged | 13F ↗ |
| 36 | HAPN Happen, Inc. | 1.04M | $15.3M | 0.4% | -69.1% | 13F ↗ |
| 37 | LOVE The Lovesac Company | 994,084 | $15.0M | 0.4% | +0.4% | 13F ↗ |
| 38 | LASR nLIGHT, Inc. | 353,335 | $13.8M | 0.4% | +120% | 13F ↗ |
| 39 | CERS Cerus Corporation | 5.04M | $12.0M | 0.3% | +9.3% | 13F ↗ |
| 40 | PWRL Powerlaw Corp. · Com *A* | 881,620 | $9.7M | 0.3% | +343% | 13F ↗ |
| 41 | WOLF Wolfspeed, Inc. | 343,624 | $9.7M | 0.3% | +33.1% | 13F ↗ |
| 42 | GSAT Globalstar, Inc. | 104,588 | $8.7M | 0.3% | -19.1% | 13F ↗ |
| 43 | TSAT Telesat Corporation | 145,201 | $6.7M | 0.2% | +5.5% | 13F ↗ |
| 44 | MGNI Magnite, Inc. | 224,100 | $5.7M | 0.2% | Unchanged | 13F ↗ |
| 45 | EVLV Evolv Technologies Holdings, Inc. | 996,951 | $4.6M | 0.1% | Unchanged | 13F ↗ |
| 46 | APTV Aptiv PLC | 65,255 | $2.8M | 0.1% | New | 13F ↗ |
| 47 | BTX BlackRock Technology and Private Equity Term Trust · Shs Ben Int | 200,000 | $1.8M | 0.1% | Unchanged | 13F ↗ |
| 48 | INDI indie Semiconductor, Inc. | 552,843 | $1.6M | <0.1% | Unchanged | 13F ↗ |
| 49 | ARE Alexandria Real Estate Equities, Inc. | 21,800 | $1.0M | <0.1% | New | 13F ↗ |
| 50 | QURE uniQure N.V. | 42,300 | $1.0M | <0.1% | Unchanged | 13F ↗ |
Showing the top 50 of 51 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 26 added to, 11 trimmed, 10 exited, 8 unchanged. By estimated dollars.
New positions (6)
Added to (26)
| INTC Intel Corporation | 722,244 | +508% | $72.6M |
| CIEN Ciena Corporation | 313,356 | +140% | $64.4M |
| MDA MDA Space Ltd. | 6.54M | +49.5% | $64.1M |
| QCOM QUALCOMM Incorporated | 263,626 | +653% | $42.1M |
| TSEM Tower Semiconductor Ltd. | 2.01M | +10.0% | $41.4M |
| DKS Dick's Sporting Goods Inc | 617,633 | +47.6% | $26.7M |
| MCHP Microchip Technology Incorporated | 836,900 | +68.7% | $26.5M |
| CEVA CEVA, Inc. | 2.31M | +41.6% | $24.0M |
| NCNO nCino, Inc. | 8.12M | +10.8% | $14.4M |
| GENI Genius Sports Limited | 18.18M | +14.4% | $13.1M |
Trimmed (11)
| BILL BILL Holdings, Inc. | 2.73M | -33.4% | -$58.2M |
| ILMN Illumina, Inc. | 796,705 | -21.0% | -$58.0M |
| PATH UiPath, Inc. | 7.75M | -35.9% | -$55.7M |
| OKTA Okta, Inc. | 599,117 | -27.4% | -$47.4M |
| HAPN Happen, Inc. | 1.04M | -69.1% | -$34.2M |
| VOYG Voyager Technologies, Inc. | 2.06M | -30.6% | -$27.5M |
| AAT American Assets Trust, Inc. · Reit | 1.80M | -32.1% | -$18.1M |
| Acv Auctions Inc | 2.82M | -33.9% | -$15.1M |
| COMP Compass, Inc. | 11.95M | -4.9% | -$5.5M |
| GSAT Globalstar, Inc. | 104,588 | -19.1% | -$2.0M |
Exited (10)
| Criteo S A ADR | 4.60M | Exited | -$84.0M |
| RH Rh | 312,051 | Exited | -$51.4M |
| META Meta Platforms, Inc. | 70,000 | Exited | -$39.4M |
| BWA BorgWarner Inc. | 218,000 | Exited | -$14.5M |
| CHWY Chewy, Inc. | 647,300 | Exited | -$12.7M |
| NVDA NVIDIA Corporation | 40,600 | Exited | -$8.1M |
| LULU lululemon athletica inc. | 36,750 | Exited | -$4.2M |
| VSXY Victorias Secret & Co. | 22,232 | Exited | -$1.9M |
| CGNT Cognyte Software Ltd. | 134,708 | Exited | -$1.2M |
| GDS GDS Holdings Limited · ADR | 30,000 | Exited | -$900.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 51 | $3.5B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 55 | $3.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 50 | $3.0B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 52 | $3.2B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 52 | $3.1B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 53 | $3.0B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 42 | $2.4B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer