account_balance
Investment manager · 13F filer · SEC CIK 1328785
Senvest Management, LLC
Reported value$3.41Bas of Jun 30, 2026
Positions55 11 new, 5 sold out
Top 10 weight51.9%TSEM alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSEMTower Semiconductor Ltd
13.9%Trimmed −20%
MDAMda Space Ltd
5.3%Trimmed −8%
ILMNIllumina Inc
5.2%Trimmed −35%
COMPCompass Inc
4.5%Added +37%
BILLBill Holdings Inc
4.4%Added +7%
WIXWix Com Ltd
3.9%Trimmed −22%
PATHUipath Inc
3.9%Added +55%
ALGNAlign Technology Inc
3.7%
RDWRRadware Ltd
3.7%
NCNONcino Inc
3.5%Added +38%
VACMarriott Vacations Worldwide
3.4%Trimmed −2%
OKTAOkta Inc
3.3%
TSEMTower Semiconductor Ltd
13.9%Trimmed −20%
MDA5.3%ILMN5.2%COMP4.5%BILL4.4%WIX3.9%PATH3.9%ALGN3.7%RDWR3.7%NCNO3.5%VAC3.4%OKTA3.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSEM Tower Semiconductor Ltd 13.9% Trimmed −20%MDA Mda Space Ltd 5.3% Trimmed −8%ILMN Illumina Inc 5.2% Trimmed −35%COMP Compass Inc 4.5% Added +37%BILL Bill Holdings Inc 4.4% Added +7%WIX Wix Com Ltd 3.9% Trimmed −22%PATH Uipath Inc 3.9% Added +55%ALGN Align Technology Inc 3.7% HeldRDWR Radware Ltd 3.7% HeldNCNO Ncino Inc 3.5% Added +38%VAC Marriott Vacations Worldwide 3.4% Trimmed −2%OKTA Okta Inc 3.3% Held
What changed