Senvest Management, LLC
CIK 1328785
13F filing for Q2 2026・No. 1,185
- Holdings
- US$3.41B
- Quarter change
- +US$395.13M
- Entries
- 55
- Net bought (estimate)
- −US$281.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 22
- Added 15
- Corporate actions 0
- Unchanged 7
Largest holdings
55 stocks worth US$3.41B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSEMTOWER SEMICONDUCTOR LTDSHS NEW | Cut | 1,823,082 | US$475.17M | 13.94% |
| MDAMDA SPACE LTDCOM | Cut | 4,377,113 | US$180.69M | 5.30% |
| ILMNILLUMINA INCCOM | Cut | 1,008,718 | US$177.36M | 5.20% |
| COMPCOMPASS INCCL A | Added | 12,569,334 | US$154.98M | 4.55% |
| BILLBILL HOLDINGS INCCOM | Added | 4,102,668 | US$148.35M | 4.35% |
| WIXWIX COM LTDSHS | Cut | 2,918,880 | US$132.43M | 3.88% |
| PATHUIPATH INCCL A | Added | 12,085,222 | US$131.37M | 3.85% |
| ALGNALIGN TECHNOLOGY INCCOM | Cut | 745,345 | US$125.71M | 3.69% |
| RDWRRADWARE LTDORD | Unchanged | 4,046,559 | US$124.88M | 3.66% |
| NCNONCINO INCCOM | Added | 7,326,196 | US$119.78M | 3.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.