Q1 2025 · 13F-HR
Senvest Management, LLCholdings as filed
Filed 2025-05-14 · accession 0001172661-25-001893
$2.39B
Reported value
42
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M87915274 | TSEM | TOWER SEMICONDUCTOR LTD | $287.4M | 12.0% | 8,059,407 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $252.3M | 10.5% | 1,544,140 | Common | SOLE |
| 226718104 | CRTO | CRITEO S A | $141.5M | 5.92% | 3,997,268 | Common | SOLE |
| 101121101 | BXP | BXP INC | $138.6M | 5.80% | 2,063,225 | Common | SOLE |
| 90364P105 | PATH | UIPATH INC | $124.6M | 5.21% | 12,096,483 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $116.2M | 4.86% | 731,739 | Common | SOLE |
| 74967X103 | RH | RH | $111.3M | 4.65% | 474,694 | Common | SOLE |
| 57164Y107 | VAC | MARRIOTT VACATIONS WORLDWIDE | $97.7M | 4.09% | 1,521,075 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $91.3M | 3.82% | 1,151,292 | Common | SOLE |
| M81873107 | RDWR | RADWARE LTD | $89.0M | 3.72% | 4,115,597 | Common | SOLE |
| 171779309 | CIEN | CIENA CORP | $89.0M | 3.72% | 1,472,112 | Common | SOLE |
| 70932M107 | PFSI | PENNYMAC FINL SVCS INC NEW | $88.6M | 3.70% | 884,929 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $77.1M | 3.23% | 7,706,073 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $76.8M | 3.21% | 2,477,140 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $76.7M | 3.21% | 4,022,066 | Common | SOLE |
| 06417N103 | OZK | BANK OZK LITTLE ROCK ARK | $55.2M | 2.31% | 1,270,875 | Common | SOLE |
| 157210105 | CEVA | CEVA INC | $50.8M | 2.13% | 1,985,207 | Common | SOLE |
| 52603A208 | LC | LENDINGCLUB CORP | $49.2M | 2.06% | 4,764,049 | Common | SOLE |
| 29414B104 | EPAM | EPAM SYS INC | $45.9M | 1.92% | 271,961 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $42.7M | 1.79% | 931,496 | Common | SOLE |
| 05368X102 | AVDX | AVIDXCHANGE HOLDINGS INC | $34.3M | 1.44% | 4,048,665 | Common | SOLE |
| 39874R101 | GO | GROCERY OUTLET HLDG CORP | $31.4M | 1.31% | 2,245,004 | Common | SOLE |
| 92343X100 | VTY | VERINT SYS INC | $27.9M | 1.17% | 1,561,643 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $25.3M | 1.06% | 2,897,511 | Common | SOLE |
| M15342104 | AUDC | AUDIOCODES LTD | $24.3M | 1.01% | 2,576,594 | Common | SOLE |
| 54738L109 | LOVE | LOVESAC COMPANY | $23.1M | 0.97% | 1,272,634 | Common | SOLE |
| 65487K100 | LASR | NLIGHT INC | $20.2M | 0.84% | 2,594,293 | Common | SOLE |
| 47103N106 | JBI | JANUS INTERNATIONAL GROUP IN | $19.1M | 0.80% | 2,659,176 | Common | SOLE |
| 378973507 | GSAT | GLOBALSTAR INC | $18.3M | 0.77% | 877,909 | Common | SOLE |
| 922280102 | VRNS | VARONIS SYS INC | $11.7M | 0.49% | 289,977 | Common | SOLE |
| 03044L204 | AMWL | AMERICAN WELL CORP | $10.3M | 0.43% | 1,308,355 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $9.7M | 0.41% | 690,000 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $6.1M | 0.26% | 4,405,568 | Common | SOLE |
| 911163103 | UNFI | UNITED NAT FOODS INC | $5.4M | 0.23% | 198,791 | Common | SOLE |
| M82363124 | — | SATIXFY COMMUNICATIONS LTD | $5.1M | 0.21% | 4,277,958 | Common | SOLE |
| M25133105 | CGNT | COGNYTE SOFTWARE LTD | $4.3M | 0.18% | 546,812 | Common | SOLE |
| 92971A109 | MAPS | WM TECHNOLOGY INC | $3.6M | 0.15% | 3,196,829 | Common | SOLE |
| 30049H102 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $3.3M | 0.14% | 1,048,180 | Common | SOLE |
| 57064N201 | — | MARKFORGED HOLDING CORPORATI | $3.0M | 0.13% | 640,819 | Common | SOLE |
| 015658107 | ASTL | ALGOMA STL GROUP INC | $1.5M | 0.06% | 275,089 | Common | SOLE |
| 69404D108 | PACB | PACIFIC BIOSCIENCES CALIF IN | $1.3M | 0.05% | 1,093,954 | Common | SOLE |
| 00887A204 | RNTX | REIN THERAPEUTICS INC | $408,684 | 0.02% | 230,895 | 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.