Senvest Management, LLC
Senvest Management, LLC reported 55 holdings worth US$3.41B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Senvest Management, LLC reported 55 holdings worth US$3.41B as of Jun 30, 2026. Largest: Mda Space Ltd, Illumina, Inc. and Compass, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 55
- Value as reported
- US$3.41B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mda Space Ltd | 4.38M | US$181M | 5.3% |
| Illumina, Inc. | 1.01M | US$177M | 5.2% |
| Compass, Inc. | 12.6M | US$155M | 4.5% |
| Bill Holdings, Inc. | 4.1M | US$148M | 4.4% |
| Uipath, Inc. | 12.1M | US$131M | 3.9% |
| Align Technology, Inc. | 745K | US$126M | 3.7% |
| Ncino, Inc. | 7.33M | US$120M | 3.5% |
| Marriott Vacations Worldwide Corporation | 1.13M | US$115M | 3.4% |
| Okta, Inc. | 826K | US$113M | 3.3% |
| Voyager Technologies, Inc. | 2.97M | US$95.6M | 2.8% |
| Dick's Sporting Goods Inc | 419K | US$94.9M | 2.8% |
| Reddit, Inc. | 504K | US$87.6M | 2.6% |
| Pinterest, Inc. | 3.92M | US$82.5M | 2.4% |
| Ceva, Inc. | 1.63M | US$77M | 2.3% |
| Lendingclub Corporation | 3.35M | US$69.4M | 2.0% |
| American Assets Trust, Inc. | 2.65M | US$65.5M | 1.9% |
| Ciena Corporation | 130K | US$64M | 1.9% |
| United Natural Foods, Inc. | 1.18M | US$53.9M | 1.6% |
| Varonis Systems, Inc. | 1.27M | US$53.3M | 1.6% |
| Rh | 312K | US$51.4M | 1.5% |
| Microchip Technology Incorporated | 496K | US$45.3M | 1.3% |
| Meta Platforms, Inc. | 70,000 | US$39.4M | 1.2% |
| Pennymac Financial Services, Inc. | 402K | US$35M | 1.0% |
| Acv Auctions Inc. | 4.28M | US$30.7M | 0.90% |
| Globalfoundries Inc. | 260K | US$21.5M | 0.63% |
| Intel Corporation | 119K | US$16.6M | 0.49% |
| The Lovesac Company | 990K | US$16.5M | 0.48% |
| Borgwarner Inc. | 218K | US$14.5M | 0.42% |
| Cerus Corporation | 4.61M | US$13.5M | 0.40% |
| Chewy, Inc. | 647K | US$12.7M | 0.37% |
| Wolfspeed, Inc. | 258K | US$12.5M | 0.37% |
| American Well Corporation | 1.33M | US$12.1M | 0.36% |
| Nlight, Inc. | 160K | US$11.2M | 0.33% |
| Globalstar, Inc. | 129K | US$10.5M | 0.31% |
| Nvidia Corporation | 40,600 | US$8.12M | 0.24% |
| Telesat Corporation | 138K | US$6.97M | 0.20% |
| Qualcomm Incorporated | 35,000 | US$6.47M | 0.19% |
| Evolv Technologies Holdings, Inc. | 997K | US$5.78M | 0.17% |
| Magnite, Inc. | 224K | US$4.25M | 0.12% |
| Lululemon Athletica Inc. | 36,750 | US$4.2M | 0.12% |
| Indie Semiconductor, Inc. | 553K | US$2.48M | 0.07% |
| Victorias Secret & Co. | 22,232 | US$1.86M | 0.05% |
| Rein Therapeutics, Inc. | 1.23M | US$1.28M | 0.04% |
| Gds Holdings Ltd. | 30,000 | US$901K | 0.03% |
| Aaon, Inc. | 0 | US$0 | 0.00% |
| Cae Inc. | 0 | US$0 | 0.00% |
| Doximity, Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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