Senvest Management, LLC

CIK 0001328785 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Senvest Management, LLC reported 55 positions worth $3.41B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSEM (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.41B
2026 Q2
Positions
55
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.9%
Est. Net Flow (Q)
2026 Q2
10 / 55 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSEMTOWER SEMICONDUCTOR LTDSH$475.2M13.94%1,823,082
2MDAMDA SPACE LTDSH$180.7M5.30%4,377,113
3ILMNILLUMINA INCSH$177.4M5.20%1,008,718
4COMPCOMPASS INCSH$155.0M4.55%12,569,334
5BILLBILL HOLDINGS INCSH$148.4M4.35%4,102,668
6WIXWIX COM LTDSH$132.4M3.88%2,918,880
7PATHUIPATH INCSH$131.4M3.85%12,085,222
8ALGNALIGN TECHNOLOGY INCSH$125.7M3.69%745,345
9RDWRRADWARE LTDSH$124.9M3.66%4,046,559
10NCNONCINO INCSH$119.8M3.51%7,326,196

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Senvest Management, LLC hold as of Q2 2026?

Senvest Management, LLC reported 55 positions worth $3.41B in its Q2 2026 13F filing. Largest positions: TSEM (13.9%), MDA (5.3%), ILMN (5.2%), COMP (4.5%) and BILL (4.4%).

What did Senvest Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Senvest Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.