SEC EDGAR Form 13F
Senvest Management
Senvest Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 49 long U.S. equity positions, $3.0B reported value for the period ended Mar 31, 2026, led by TOWER SEMICONDUCTOR LTD, WIX COM LTD, and ILLUMINA INC.
CIK: 1328785 · Filed: May 14, 2026 · Period: Mar 31, 2026
Reported value
$3.0B
Positions
49
Key person
13F reporting manager
Style
Institutional 13F
Top holding
TSEM · TOWER SEMICONDUCTOR LTD
Period
Mar 31, 2026
Filed
May 14, 2026
CIK
1328785
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TSEM
TOWER SEMICONDUCTOR LTD
Portfolio weight
13.23%
WIX
WIX COM LTD
Portfolio weight
11.22%
ILMN
ILLUMINA INC
Portfolio weight
6.32%
BILL
BILL HOLDINGS INC
Portfolio weight
5.13%
ALGN
ALIGN TECHNOLOGY INC
Portfolio weight
4.29%
Top reported holdings
Showing the top 49 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TSEM | TOWER SEMICONDUCTOR LTD | 2.3M | $399M | 13.23% | -42.8% |
| 2 | WIX | WIX COM LTD | 3.8M | $338M | 11.22% | +24.8% |
| 3 | ILMN | ILLUMINA INC | 1.5M | $190M | 6.32% | +10.2% |
| 4 | BILL | BILL HOLDINGS INC | 4.0M | $155M | 5.13% | +56.9% |
| 5 | ALGN | ALIGN TECHNOLOGY INC | 754.8K | $129M | 4.29% | +8.6% |
| 6 | -- | MDA SPACE LTD | 4.8M | $121M | 4.00% | -- |
| 7 | RDWR | RADWARE LTD | 4.0M | $107M | 3.53% | +0.0% |
| 8 | RH | RH | 636.2K | $89M | 2.95% | -24.5% |
| 9 | PATH | UIPATH INC | 7.8M | $86M | 2.87% | -10.2% |
| 10 | DKS | DICKS SPORTING GOODS INC | 423.5K | $84M | 2.79% | +49.9% |
| 11 | VOYG | VOYAGER TECHNOLOGIES INC | 3.6M | $84M | 2.78% | -8.3% |
| 12 | CRTO | CRITEO S A | 4.6M | $82M | 2.73% | +4.5% |
| 13 | NCNO | NCINO INC | 5.3M | $80M | 2.64% | +30.2% |
| 14 | VAC | MARRIOTT VACATIONS WORLDWIDE | 1.2M | $75M | 2.49% | -3.1% |
| 15 | CIEN | CIENA CORP | 172.9K | $67M | 2.23% | -39.4% |
| 16 | COMP | COMPASS INC | 9.2M | $67M | 2.23% | +274.8% |
| 17 | PINS | PINTEREST INC | 3.6M | $66M | 2.19% | +5.1% |
| 18 | AAT | AMERICAN ASSETS TR INC | 3.6M | $66M | 2.18% | +22.1% |
| 19 | OKTA | OKTA INC | 830.5K | $65M | 2.17% | +54.5% |
| 20 | LC | LENDINGCLUB ISSUANCE TR SER | 4.5M | $65M | 2.16% | +5.3% |
| 21 | KRNT | KORNIT DIGITAL LTD | 4.1M | $61M | 2.01% | +0.0% |
| 22 | GENI | GENIUS SPORTS LIMITED | 13.7M | $60M | 2.01% | +45.1% |
| 23 | GSAT | GLOBALSTAR INC | 868.9K | $58M | 1.91% | +27.7% |
| 24 | UNFI | UNITED NAT FOODS INC | 1.2M | $56M | 1.85% | -40.5% |
| 25 | RDDT | REDDIT INC | 359.4K | $48M | 1.61% | -- |
| 26 | PFSI | PENNYMAC FINL SVCS INC NEW | 508.6K | $44M | 1.47% | +21.9% |
| 27 | CEVA | CEVA INC | 2.4M | $44M | 1.46% | -1.2% |
| 28 | MCHP | MICROCHIP TECHNOLOGY INC. | 516.2K | $33M | 1.11% | -- |
| 29 | VRNS | VARONIS SYS INC | 1.4M | $31M | 1.03% | +406.1% |
| 30 | AAON | AAON INC | 310.7K | $26M | 0.85% | +63.9% |
| 31 | VNET | VNET GROUP INC | 2.8M | $23M | 0.77% | +211.7% |
| 32 | LOVE | LOVESAC COMPANY | 1.0M | $15M | 0.50% | +36.7% |
| 33 | ACVA | ACV AUCTIONS INC | 3.5M | $15M | 0.50% | +9.0% |
| 34 | LASR | NLIGHT INC | 239.5K | $14M | 0.45% | -76.0% |
| 35 | CHWY | CHEWY INC | 410.0K | $11M | 0.37% | -- |
| 36 | CAE | CAE INC | 370.0K | $10M | 0.32% | -- |
| 37 | MU | MICRON TECHNOLOGY INC | 24.0K | $8M | 0.27% | -- |
| 38 | CERS | CERUS CORP | 4.1M | $7M | 0.25% | +3.8% |
| 39 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | 997.0K | $6M | 0.20% | +0.0% |
| 40 | AMWL | AMERICAN WELL CORP | 1.1M | $6M | 0.20% | +213.3% |
| 41 | INTC | INTEL CORP | 118.8K | $5M | 0.17% | -- |
| 42 | TSAT | TELESAT CORP | 137.7K | $5M | 0.17% | +2.2% |
| 43 | WOLF | WOLFSPEED INC | 281.6K | $5M | 0.15% | -44.3% |
| 44 | MGNI | MAGNITE INC | 224.1K | $3M | 0.09% | +0.0% |
| 45 | MAPS | WM TECHNOLOGY INC | 3.2M | $2M | 0.07% | +0.0% |
| 46 | QURE | UNIQURE NV | 72.3K | $1M | 0.04% | +44.6% |
| 47 | CGNT | COGNYTE SOFTWARE LTD | 134.7K | $1M | 0.04% | -9.9% |
| 48 | RNTX | REIN THERAPEUTICS INC | 230.9K | $300,164.00 | 0.01% | +0.0% |
| 49 | DOCS | DOXIMITY INC | 12.7K | $295,910.00 | 0.01% | -- |
Related funds by overlapping holdings
Citadel Advisors
24 overlapping top holdings · CIK 1423053
Millennium Management
23 overlapping top holdings · CIK 1273087
D.E. Shaw & Co.
23 overlapping top holdings · CIK 1009207
AQR Capital Management
20 overlapping top holdings · CIK 1167557
Point72 Asset Management
19 overlapping top holdings · CIK 1603466
Two Sigma Investments
19 overlapping top holdings · CIK 1179392