Senvest Management

Name: Senvest Management 13F holdings, Q2 2026
Creator: Senvest Management

13F Holdings · CIK 1328785 · filed 2026-08-14

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AI Summary

New Positions

20% of current holdings

Exited

12% of prior holdings

Increased

28% of prior holdings

Decreased

46% of prior holdings

Total holdings: 50 → 55

Show unchanged positions

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54 positions

					Shares				Value ($)

New	Long	BLACKROCK TECH AND PRIVATE E	09260Q108	SHS BEN INT	—	200,000	+200,000	—	—	$1.8M	+$1.8M	—
New	Long	BORGWARNER INC	099724106	COM	—	218,000	+218,000	—	—	$14.5M	+$14.5M	—
New	Long	GDS HLDGS LTD	36165L108	SPONSORED ADS	—	30,000	+30,000	—	—	$900.9K	+$900.9K	—
New	Long	GLOBALFOUNDRIES INC	G39387108	ORDINARY SHARES	—	260,408	+260,408	—	—	$21.5M	+$21.5M	—
New	Long	INDIE SEMICONDUCTOR INC	45569U101	CLASS A COM	—	552,843	+552,843	—	—	$2.5M	+$2.5M	—
New	Long	LULULEMON ATHLETICA INC	550021109	COM	—	36,750	+36,750	—	—	$4.2M	+$4.2M	—
New	Long	META PLATFORMS INC	30303M102	CL A	—	70,000	+70,000	—	—	$39.4M	+$39.4M	—
New	Long	NVIDIA CORPORATION	67066G104	COM	—	40,600	+40,600	—	—	$8.1M	+$8.1M	—
New	Long	POWERLAW CORP	738922103	COM	—	198,879	+198,879	—	—	$2.9M	+$2.9M	—
New	Long	QUALCOMM INC	747525103	COM	—	35,000	+35,000	—	—	$6.5M	+$6.5M	—
New	Long	VICTORIAS SECRET AND CO	926400102	COMMON STOCK	—	22,232	+22,232	—	—	$1.9M	+$1.9M	—
Exited	Long	AAON INC	000360206	COM PAR $0.004	310,740	—	−310,740	−100.0%	$25.7M	—	−$25.7M	−100.0%
Exited	Call	BILL HOLDINGS INC	090043100	COM	200,900	—	−200,900	−100.0%	$7.7M	—	−$7.7M	−100.0%
Exited	Long	CAE INC	124765108	COM	370,000	—	−370,000	−100.0%	$9.6M	—	−$9.6M	−100.0%
Exited	Long	DOXIMITY INC	26622P107	CL A	12,700	—	−12,700	−100.0%	$295.9K	—	−$295.9K	−100.0%
Exited	Long	MICRON TECHNOLOGY INC	595112103	COM	24,000	—	−24,000	−100.0%	$8.1M	—	−$8.1M	−100.0%
Exited	Long	WM TECHNOLOGY INC	92971A109	COM	3,196,829	—	−3,196,829	−100.0%	$2.1M	—	−$2.1M	−100.0%
Increased	Long	ACV AUCTIONS INC	00091G104	COM CL A	3,530,785	4,275,785	+745,000	+21.1%	$15.0M	$30.7M	+$15.8M	+105.4%
Increased	Long	AMERICAN WELL CORP	03044L204	COM CL A NEW	1,136,558	1,329,057	+192,499	+16.9%	$6.0M	$12.1M	+$6.1M	+102.8%
Increased	Long	BILL HOLDINGS INC	090043100	COM	3,835,348	4,102,668	+267,320	+7.0%	$146.9M	$148.4M	+$1.5M	+1.0%
Increased	Long	CERUS CORP	157085101	COM	4,114,061	4,614,061	+500,000	+12.2%	$7.5M	$13.5M	+$6.0M	+79.9%
Increased	Long	CHEWY INC	16679L109	CL A	410,000	647,300	+237,300	+57.9%	$11.1M	$12.7M	+$1.6M	+14.9%
Increased	Long	COMPASS INC	20464U100	CL A	9,179,745	12,569,334	+3,389,589	+36.9%	$67.1M	$155.0M	+$87.9M	+131.0%
Increased	Long	GENIUS SPORTS LIMITED	G3934V109	SHARES CL A	13,653,724	15,881,616	+2,227,892	+16.3%	$60.5M	$96.2M	+$35.8M	+59.1%
Increased	Long	KORNIT DIGITAL LTD	M6372Q113	SHS	4,141,355	4,251,355	+110,000	+2.7%	$60.7M	$69.1M	+$8.4M	+13.8%
Increased	Long	NCINO INC	63947X101	COM	5,308,468	7,326,196	+2,017,728	+38.0%	$79.5M	$119.8M	+$40.3M	+50.6%
Increased	Long	PINTEREST INC	72352L106	CL A	3,594,581	3,922,718	+328,137	+9.1%	$65.9M	$82.5M	+$16.6M	+25.1%
Increased	Long	REDDIT INC	75734B100	CL A	359,392	504,461	+145,069	+40.4%	$48.4M	$87.6M	+$39.2M	+80.9%
Increased	Long	REIN THERAPEUTICS INC	00887A204	COM NEW	230,895	1,230,895	+1,000,000	+433.1%	$300.2K	$1.3M	+$980.0K	+326.5%
Increased	Long	UIPATH INC	90364P105	CL A	7,784,822	12,085,222	+4,300,400	+55.2%	$86.4M	$131.4M	+$45.0M	+52.0%
Increased	Long	VNET GROUP INC	90138A103	SPONSORED ADS A	2,779,637	3,099,637	+320,000	+11.5%	$23.3M	$24.9M	+$1.6M	+6.9%
Decreased	Long	ALIGN TECHNOLOGY INC	016255101	COM	754,797	745,345	−9,452	−1.3%	$129.4M	$125.7M	−$3.7M	−2.8%
Decreased	Long	AMERICAN ASSETS TR INC	024013104	COM	3,577,054	2,651,358	−925,696	−25.9%	$65.9M	$65.5M	−$391.5K	−0.6%
Decreased	Long	CEVA INC	157210105	COM	2,358,612	1,633,155	−725,457	−30.8%	$44.1M	$77.0M	+$33.0M	+74.8%
Decreased	Long	CIENA CORP	171779309	COM NEW	172,926	130,426	−42,500	−24.6%	$67.1M	$64.0M	−$3.2M	−4.7%
Decreased	Long	DICKS SPORTING GOODS INC	253393102	COM	423,451	418,501	−4,950	−1.2%	$84.0M	$94.9M	+$11.0M	+13.0%
Decreased	Long	GLOBALSTAR INC	378973507	COM NEW	868,946	129,310	−739,636	−85.1%	$57.7M	$10.5M	−$47.2M	−81.8%
Decreased	Long	HAPPEN INC	52603A208	COM NEW	4,546,812	3,346,293	−1,200,519	−26.4%	$65.1M	$69.4M	+$4.3M	+6.6%
Decreased	Long	ILLUMINA INC	452327109	COM	1,544,567	1,008,718	−535,849	−34.7%	$190.4M	$177.4M	−$13.0M	−6.8%
Decreased	Long	LOVESAC CO	54738L109	COM	1,025,393	990,212	−35,181	−3.4%	$15.1M	$16.5M	+$1.4M	+9.1%
Decreased	Long	MARRIOTT VACATIONS WORLDWIDE	57164Y107	COM	1,151,975	1,126,132	−25,843	−2.2%	$75.0M	$114.7M	+$39.7M	+52.9%
Decreased	Long	MDA SPACE LTD	55293N109	COM	4,761,887	4,377,113	−384,774	−8.1%	$120.6M	$180.7M	+$60.1M	+49.9%
Decreased	Long	MICROCHIP TECHNOLOGY INC.	595017104	COM	516,200	496,200	−20,000	−3.9%	$33.4M	$45.3M	+$11.9M	+35.7%
Decreased	Long	NLIGHT INC	65487K100	COM	239,454	160,338	−79,116	−33.0%	$13.7M	$11.2M	−$2.5M	−18.2%
Decreased	Long	OKTA INC	679295105	CL A	830,515	825,615	−4,900	−0.6%	$65.4M	$112.7M	+$47.3M	+72.3%
Decreased	Long	PENNYMAC FINL SVCS INC NEW	70932M107	COM	508,633	401,757	−106,876	−21.0%	$44.5M	$35.0M	−$9.5M	−21.3%
Decreased	Long	RH	74967X103	COM	636,219	312,051	−324,168	−51.0%	$89.0M	$51.4M	−$37.6M	−42.2%
Decreased	Long	TOWER SEMICONDUCTOR LTD	M87915274	SHS NEW	2,272,079	1,823,082	−448,997	−19.8%	$398.7M	$475.2M	+$76.5M	+19.2%
Decreased	Long	UNIQURE NV	N90064101	SHS	72,300	42,300	−30,000	−41.5%	$1.2M	$1.9M	+$766.2K	+64.8%
Decreased	Long	UNITED NAT FOODS INC	911163103	COM	1,237,132	1,181,132	−56,000	−4.5%	$55.7M	$53.9M	−$1.8M	−3.2%
Decreased	Long	VARONIS SYS INC	922280102	COM	1,448,943	1,270,877	−178,066	−12.3%	$31.1M	$53.3M	+$22.2M	+71.4%
Decreased	Long	VOYAGER TECHNOLOGIES INC	92892B103	COM CL A	3,581,441	2,965,788	−615,653	−17.2%	$83.8M	$95.6M	+$11.9M	+14.2%
Decreased	Long	WIX COM LTD	M98068105	SHS	3,754,680	2,918,880	−835,800	−22.3%	$338.2M	$132.4M	−$205.8M	−60.8%
Decreased	Long	WOLFSPEED INC	97785W106	COMMON STOCK	281,624	258,124	−23,500	−8.3%	$4.6M	$12.5M	+$7.9M	+171.0%