Senvest Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Senvest Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 42 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 42
Total Value: 2391823304
Accession Number: 0001172661-25-001893
Form Type: 13F-HR
CIK: 0001328785
Manager Name: Senvest Management, LLC

Data Enrichment

95% identified

40 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $2,391,823.304K total value

42 positions

Manager:

SEC FilingSEC DataHachi Filing

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TOWER SEMICONDUCTOR LTD

TSEM|M87915274

8059407(+1.4%)

Value:

$287.4B(-29.8%)

Wix.com Ltd.

WIX|M98068105

1544140(+8.5%)

Value:

$252.3B(-17.4%)

Criteo S.A.

CRTO|226718104

3997268(+9.8%)

Value:

$141.5B(-1.7%)

BXP, Inc.

BXP|101121101

2063225(-4.6%)

Value:

$138.6B(-13.8%)

UiPath, Inc.

PATH|90364P105

12096483(-14.1%)

Value:

$124.6B(-30.4%)

ALIGN TECHNOLOGY INC

ALGN|016255101

731739(+0.8%)

Value:

$116.2B(-23.2%)

RH|74967X103

474694(+50.5%)

Value:

$111.3B(-10.3%)

MARRIOTT VACATIONS WORLDWIDE Corp

VAC|57164Y107

1521075(+2.1%)

Value:

$97.7B(-26.9%)

ILLUMINA, INC.

ILMN|452327109

1151292(+7.6%)

Value:

$91.3B(-36.1%)

RADWARE LTD

RDWR|M81873107

4115597(+0.0%)

Value:

$89.0B(-4.0%)

CIENA CORP

CIEN|171779309

1472112(-7.0%)

Value:

$89.0B(-33.7%)

PennyMac Financial Services, Inc.

PFSI|70932M107

884929(-10.4%)

Value:

$88.6B(-12.2%)

Genius Sports Ltd

GENI|G3934V109

7706073(+2.5%)

Value:

$77.1B(+18.6%)

PINTEREST, INC.

PINS|72352L106

2477140(+59.0%)

Value:

$76.8B(+70.0%)

Kornit Digital Ltd.

KRNT|M6372Q113

4022066(-5.0%)

Value:

$76.7B(-41.4%)

Bank OZK

OZK|06417N103

1270875(+98.9%)

Value:

$55.2B(+94.0%)

CEVA INC

CEVA|157210105

1985207(-0.0%)

Value:

$50.8B(-18.9%)

LendingClub Corp

LC|52603A208

4764049(+211.4%)

Value:

$49.2B(+98.5%)

EPAM Systems, Inc.

EPAM|29414B104

271961

Value:

$45.9B

BILL Holdings, Inc.

BILL|090043100

931496(+309.6%)

Value:

$42.7B(+121.9%)

Instrument	Shares		Other Manager	Value
Tower Semiconductor Ltd(TSEMcusipM87915274)	8.1M	QoQ +1.37% (-109.5K) YoY +0.32% (+26.2K)	All Managers (Combined)	$287.4M	QoQ -29.81% (-$122.1M) YoY +6.95% (+$18.7M)
Wix.Com Ltd.(WIXcusipM98068105)	1.5M	QoQ +8.52% (-121.3K) YoY +49.78% (+513.3K)	All Managers (Combined)	$252.3M	QoQ -17.35% (-$53.0M) YoY +78.00% (+$110.6M)
Criteo S.A.(CRTOcusip226718104)	4.0M	QoQ +9.83% (-357.8K) YoY +43.55% (+1.2M)	All Managers (Combined)	$141.5M	QoQ -1.69% (-$2.4M) YoY +44.94% (+$43.9M)
Bxp, Inc.(BXPcusip101121101)	2.1M	QoQ -4.61% (-99.7K) YoY -19.81% (-509.7K)	All Managers (Combined)	$138.6M	QoQ -13.80% (-$22.2M) YoY -17.50% (-$29.4M)
Uipath, Inc.(PATHcusip90364P105)	12.1M	QoQ -14.05% (-2.0M) YoY +89.48% (-5.7M)	All Managers (Combined)	$124.6M	QoQ -30.35% (-$54.3M) YoY -13.90% (-$20.1M)
Align Technology Inc(ALGNcusip016255101)	731.7K	QoQ +0.75% (-5.5K) YoY +645.86% (+633.6K)	All Managers (Combined)	$116.2M	QoQ -23.23% (-$35.2M) YoY +261.33% (+$84.1M)
Rh(RHcusip74967X103)	474.7K	QoQ +50.52% (-159.3K) YoY +623.61% (+409.1K)	All Managers (Combined)	$111.3M	QoQ -10.35% (-$12.9M) YoY +387.05% (+$88.4M)
Marriott Vacations Worldwide Corp(VACcusip57164Y107)	1.5M	QoQ +2.14% (-31.9K) YoY -20.43% (-390.7K)	All Managers (Combined)	$97.7M	QoQ -26.92% (-$36.0M) YoY -52.55% (-$108.2M)
Illumina, Inc.(ILMNcusip452327109)	1.2M	QoQ +7.56% (-81.0K) YoY +47.16% (-369.0K)	All Managers (Combined)	$91.3M	QoQ -36.13% (-$51.7M) YoY -14.97% (-$16.1M)
Radware Ltd(RDWRcusipM81873107)	4.1M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$89.0M	QoQ -4.03% (-$3.7M) YoY +15.49% (+$11.9M)
Ciena Corp(CIENcusip171779309)	1.5M	QoQ -6.96% (-110.2K) YoY -36.21% (-835.6K)	All Managers (Combined)	$89.0M	QoQ -33.70% (-$45.2M) YoY -22.04% (-$25.2M)
Pennymac Financial Services, Inc.(PFSIcusip70932M107)	884.9K	QoQ -10.44% (-103.2K) YoY -16.07% (-169.5K)	All Managers (Combined)	$88.6M	QoQ -12.22% (-$12.3M) YoY -7.76% (-$7.5M)
Genius Sports Ltd(GENIcusipG3934V109)	7.7M	QoQ +2.51% (+189.3K) YoY +55.47% (+2.7M)	All Managers (Combined)	$77.1M	QoQ +18.63% (+$12.1M) YoY +172.55% (+$48.8M)
Pinterest, Inc.(PINScusip72352L106)	2.5M	QoQ +59.01% (+919.4K) YoY NEW(+2.5M)	All Managers (Combined)	$76.8M	QoQ +69.98% (+$31.6M) YoY NEW(+$76.8M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	4.0M	QoQ -4.99% (-211.3K) YoY -9.23% (-409.1K)	All Managers (Combined)	$76.7M	QoQ -41.42% (-$54.3M) YoY -4.42% (-$3.6M)
Bank Ozk(OZKcusip06417N103)	1.3M	QoQ +98.86% (+631.8K) YoY NEW(+1.3M)	All Managers (Combined)	$55.2M	QoQ +94.04% (+$26.8M) YoY NEW(+$55.2M)
Ceva Inc(CEVAcusip157210105)	2.0M	QoQ -0.03% (-757) YoY +0.75% (+14.8K)	All Managers (Combined)	$50.8M	QoQ -18.85% (-$11.8M) YoY +13.61% (+$6.1M)
Lendingclub Corp(LCcusip52603A208)	4.8M	QoQ +211.45% (+3.2M) YoY NEW(+4.8M)	All Managers (Combined)	$49.2M	QoQ +98.53% (+$24.4M) YoY NEW(+$49.2M)
Epam Systems, Inc.(EPAMcusip29414B104)	272.0K	QoQ NEW(+272.0K) YoY NEW(+272.0K)	All Managers (Combined)	$45.9M	QoQ NEW(+$45.9M) YoY NEW(+$45.9M)
Bill Holdings, Inc.(BILLcusip090043100)	931.5K	QoQ +309.62% (+704.1K) YoY +1694.78% (+879.6K)	All Managers (Combined)	$42.7M	QoQ +121.90% (+$23.5M) YoY +1098.52% (+$39.2M)