Senvest Management, LLC
Top Portfolio Positions
49 positions ·
$3,014,500,336 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSEM |
Tower Semiconductor Ltd
Technology
|
2,272,079 | $398,704,422 | 13.23% |
| WIX |
Wix.com Ltd.
Technology
|
3,754,680 | $338,184,027 | 11.22% |
| ILMN |
Illumina, Inc.
Healthcare
|
1,544,567 | $190,383,328 | 6.32% |
| BILL |
BILL Holdings, Inc.
Technology
|
4,036,248 | $154,588,298 | 5.13% |
| ALGN |
Align Technology Inc
Healthcare
|
754,797 | $129,394,849 | 4.29% |
| MDA |
MDA Space Ltd.
Industrials
|
4,761,887 | $120,570,978 | 4.00% |
| RDWR |
Radware Ltd
Technology
|
4,046,559 | $106,505,432 | 3.53% |
| RH |
Rh
Consumer Cyclical
|
636,219 | $88,956,140 | 2.95% |
| PATH |
UiPath, Inc.
Technology
|
7,784,822 | $86,411,524 | 2.87% |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
423,451 | $83,966,098 | 2.79% |
Portfolio Trend
Holdings in VNET
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,321,154 | 2,779,637 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,544,238 | 891,754 | Shares | Defined | 2026-02-12 | |
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