Senvest Management, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$3.0T
Holdings
52
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSEMTOWER SEMICONDUCTOR LTD | 8,128,614 | $352.4B | 11.80% | |
| 2 | WIXWIX COM LTD | 2,040,910 | $323.4B | 10.83% | |
| 3 | RHRH | 733,894 | $138.7B | 4.64% | |
| 4 | CIENCIENA CORP | 1,655,012 | $134.6B | 4.51% | |
| 5 | AFWALIGN TECHNOLOGY INC | 699,918 | $132.5B | 4.44% | |
| 6 | ILMNILLUMINA INC | 1,382,592 | $131.9B | 4.42% | |
| 7 | VACMARRIOTT VACATIONS WORLDWIDE | 1,816,012 | $131.3B | 4.40% | |
| 8 | BXPBXP INC | 1,904,380 | $128.5B | 4.30% | |
| 9 | PATHUIPATH INC | 9,892,856 | $126.6B | 4.24% | |
| 10 | RDWRRADWARE LTD | 4,046,559 | $119.1B | 3.99% | |
| 11 | VOYGVOYAGER TECHNOLOGIES INC | 2,815,648 | $110.5B | 3.70% | |
| 12 | PINSPINTEREST INC | 3,056,740 | $109.6B | 3.67% | |
| 13 | CRTOCRITEO S A | 4,071,880 | $97.6B | 3.27% | |
| 14 | BILLBILL HOLDINGS INC | 1,827,889 | $84.6B | 2.83% | |
| 15 | GENIGENIUS SPORTS LIMITED | 7,813,156 | $81.3B | 2.72% | |
| 16 | KRNTKORNIT DIGITAL LTD | 3,972,255 | $79.1B | 2.65% | |
| 17 | EPAMEPAM SYS INC | 443,606 | $78.4B | 2.63% | |
| 18 | OZKBANK OZK LITTLE ROCK ARK | 1,581,582 | $74.4B | 2.49% | |
| 19 | LCLENDINGCLUB CORP | 5,881,290 | $70.8B | 2.37% | |
| 20 | UNFIUNITED NAT FOODS INC | 2,638,987 | $61.5B | 2.06% | Call |
| 21 | CEVACEVA INC | 2,151,632 | $47.3B | 1.58% | |
| 22 | PFSIPENNYMAC FINL SVCS INC NEW | 417,333 | $41.6B | 1.39% | |
| 23 | LASRNLIGHT INC | 1,810,257 | $35.6B | 1.19% | |
| 24 | BABOEING CO | 153,750 | $32.2B | 1.08% | |
| 25 | GSATGLOBALSTAR INC | 1,330,533 | $31.3B | 1.05% | |
| 26 | ACVAACV AUCTIONS INC | 1,689,290 | $27.4B | 0.92% | |
| 27 | LOVELOVESAC COMPANY | 1,282,634 | $23.3B | 0.78% | |
| 28 | VTYVERINT SYS INC | 1,090,737 | $21.5B | 0.72% | |
| 29 | AUDCAUDIOCODES LTD | 1,904,209 | $18.7B | 0.63% | |
| 30 | AATAMERICAN ASSETS TR INC | 718,159 | $14.2B | 0.47% | |
| 31 | BXBLACKSTONE INC | 92,400 | $13.8B | 0.46% | |
| 32 | QRVOQORVO INC | 162,083 | $13.8B | 0.46% | |
| 33 | AREALEXANDRIA REAL ESTATE EQ IN | 171,134 | $12.4B | 0.42% | |
| 34 | AMWLAMERICAN WELL CORP | 1,312,852 | $11.7B | 0.39% | |
| 35 | CHKPCHECK POINT SOFTWARE TECH LT | 52,300 | $11.6B | 0.39% | |
| 36 | ESLTELBIT SYS LTD | 21,700 | $9.8B | 0.33% | |
| 37 | GU9GUESS INC | 682,491 | $8.3B | 0.28% | |
| 38 | DKSDICKS SPORTING GOODS INC | 40,000 | $7.9B | 0.26% | |
| 39 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 1,048,180 | $6.5B | 0.22% | |
| 40 | CERSCERUS CORP | 4,005,568 | $5.6B | 0.19% | |
| 41 | OKTAOKTA INC | 45,000 | $4.5B | 0.15% | |
| 42 | VRNSVARONIS SYS INC | 81,777 | $4.2B | 0.14% | |
| 43 | TERTERADYNE INC | 41,605 | $3.7B | 0.13% | |
| 44 | MAPSWM TECHNOLOGY INC | 3,196,829 | $2.9B | 0.10% | |
| 45 | ASTLALGOMA STL GROUP INC | 275,089 | $1.9B | 0.06% | |
| 46 | NCNONCINO INC | 65,000 | $1.8B | 0.06% | |
| 47 | GOOGALPHABET INC | 10,000 | $1.8B | 0.06% | |
| 48 | CGNTCOGNYTE SOFTWARE LTD | 149,441 | $1.4B | 0.05% | |
| 49 | MBLYMOBILEYE GLOBAL INC | 76,165 | $1.4B | 0.05% | |
| 50 | LYFTLYFT INC | 62,036 | $977.7M | 0.03% | |
| 51 | DOUGDOUGLAS ELLIMAN INC | 319,334 | $740.9M | 0.02% | |
| 52 | RNTXREIN THERAPEUTICS INC | 230,895 | $323.3M | 0.01% |