§ 13F · FUND PROFILE
Senvest Management, LLC.
AUM · $3.4B (13F)Positions · 55Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$104M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 1.82M | $475M | 13.9% | −20% |
| 2 | MDA | MDA SPACE LTD | 4.38M | $181M | 5.3% | −8% |
| 3 | ILMN | ILLUMINA INC | 1.01M | $177M | 5.2% | −35% |
| 4 | COMP | COMPASS INC | 12.57M | $155M | 4.5% | +37% |
| 5 | BILL | BILL HOLDINGS INC | 4.10M | $148M | 4.4% | +2% |
| 6 | WIX | WIX COM LTD | 2.92M | $132M | 3.9% | −22% |
| 7 | PATH | UIPATH INC | 12.09M | $131M | 3.9% | +55% |
| 8 | ALGN | ALIGN TECHNOLOGY INC | 745K | $126M | 3.7% | −1% |
| 9 | RDWR | RADWARE LTD | 4.05M | $125M | 3.7% | ±0% |
| 10 | NCNO | NCINO INC | 7.33M | $120M | 3.5% | +38% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SENVEST SIGNAL
AC read
Senvest Management, LLC is a Other fund managing $3.4 billion in assets. The fund runs a portfolio of 55 positions.
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