Q4 2024 · 13F-HR
Senvest Management, LLCholdings as filed
Filed 2025-02-13 · accession 0001172661-25-000828
$3.25B
Reported value
59
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $409.5M | 12.6% | 7,949,938 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $305.3M | 9.38% | 1,422,793 | Common | SOLE |
| 90364P105 | PATH | UIPATH INC | $178.9M | 5.50% | 14,074,783 | Common | SOLE |
| 101121101 | BXP | BXP INC | $160.8M | 4.94% | 2,162,938 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $154.1M | 4.74% | 819,770 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $151.4M | 4.65% | 726,243 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $144.0M | 4.42% | 3,639,479 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $143.0M | 4.40% | 1,070,292 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $134.2M | 4.12% | 1,582,266 | Common | SOLE |
| 57164Y107 | VAC | MARRIOTT VACATIONS WORLDWIDE | $133.7M | 4.11% | 1,489,125 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $131.0M | 4.03% | 4,233,349 | Common | SOLE |
| 74967X103 | RH | RH | $124.1M | 3.81% | 315,368 | Common | SOLE |
| 70932M107 | PFSI | PENNYMAC FINL SVCS INC NEW | $100.9M | 3.10% | 988,162 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $92.7M | 2.85% | 4,115,597 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $65.0M | 2.00% | 7,516,809 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $63.5M | 1.95% | 333,429 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $62.7M | 1.93% | 1,985,964 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $50.5M | 1.55% | 4,886,655 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $45.2M | 1.39% | 1,557,780 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC | $43.3M | 1.33% | 1,577,332 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP IN | $41.7M | 1.28% | 5,671,431 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $38.6M | 1.19% | 458,792 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $34.8M | 1.07% | 276,638 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $34.5M | 1.06% | 5,900,487 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $28.5M | 0.87% | 639,059 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $26.4M | 0.81% | 2,448,100 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $26.2M | 0.80% | 1,106,767 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $26.0M | 0.80% | 2,481,677 | Common | SOLE |
| G5784H106 | MANU | MANCHESTER UTD PLC NEW | $25.8M | 0.79% | 1,488,989 | Common | SOLE |
| M15342104 | AUDC | AUDIOCODES LTD | $25.3M | 0.78% | 2,601,756 | Common | SOLE |
| 52603A208 | LC | LENDINGCLUB CORP | $24.8M | 0.76% | 1,529,587 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $24.6M | 0.76% | 634,171 | Common | SOLE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $24.5M | 0.75% | 1,569,656 | Common | SOLE |
| 691497309 | OXM | OXFORD INDS INC | $19.4M | 0.59% | 245,645 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $19.3M | 0.59% | 227,402 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $18.2M | 0.56% | 664,991 | Common | SOLE |
| 015271109 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $17.9M | 0.55% | 183,500 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $13.8M | 0.42% | 59,100 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $10.3M | 0.32% | 1,214,798 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $9.8M | 0.30% | 6,393,979 | Common | SOLE |
| 054540208 | ACLS | AXCELIS TECHNOLOGIES INC | $9.7M | 0.30% | 138,192 | Common | SOLE |
| 03044L204 | AMWL | AMERICAN WELL CORP | $9.4M | 0.29% | 1,300,611 | Common | SOLE |
| 16679L109 | CHWY | CHEWY INC | $7.4M | 0.23% | 222,298 | Common | SOLE |
| M82363124 | — | SATIXFY COMMUNICATIONS LTD | $6.5M | 0.20% | 4,277,958 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $6.3M | 0.19% | 140,795 | Common | SOLE |
| 57064N201 | — | MARKFORGED HOLDING CORPORATI | $5.1M | 0.16% | 1,609,380 | Common | SOLE |
| 92971A109 | MAPS | WM TECHNOLOGY INC | $4.4M | 0.14% | 3,196,829 | Common | SOLE |
| 30049H102 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $4.1M | 0.13% | 1,048,180 | Common | SOLE |
| 09257W100 | BXMT | BLACKSTONE MTG TR INC | $3.9M | 0.12% | 225,000 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.4M | 0.07% | 90,000 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $2.0M | 0.06% | 1,093,954 | Common | SOLE |
| M25133105 | CGNT | COGNYTE SOFTWARE LTD | $1.8M | 0.06% | 210,010 | Common | SOLE |
| 09239B109 | BL | BLACKLINE INC | $1.7M | 0.05% | 27,400 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $1.6M | 0.05% | 3,000 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM CORP | $1.1M | 0.03% | 75,000 | Common | SOLE |
| 92343XAC4 | VRNT 0.25 04/15/26 | VERINT SYSTEMS INC | $940,780 | 0.03% | 1,000,000 | Common | SOLE |
| 00768Y453 | MSOS | ADVISORSHARES TR | $889,254 | 0.03% | 233,400 | Common | SOLE |
| 00887A204 | RNTX | AILERON THERAPEUTICS INC | $531,059 | 0.02% | 230,895 | Common | SOLE |
| 30260D103 | FIGS | FIGS INC | $83,726 | 0.00% | 13,526 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.