Senvest Management, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$3.1T

Holdings

52

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (52 positions)

#StockSharesValue% PortfolioType
1
WIXWIX COM LTD
2,488,675$442.1B14.19%
2
TSEMTOWER SEMICONDUCTOR LTD
5,601,887$405.0B13.00%
3
EPAMEPAM SYS INC
968,404$146.0B4.69%
4
PATHUIPATH INC
10,862,245$145.3B4.66%
5
ILMNILLUMINA INC
1,411,381$134.0B4.30%
6
RHRH
647,804$131.6B4.22%
7
VACMARRIOTT VACATIONS WORLDWIDE
1,909,979$127.1B4.08%
8
CIENCIENA CORP
867,315$126.3B4.05%
9
RDWRRADWARE LTD
4,046,559$107.2B3.44%
10
AFWALIGN TECHNOLOGY INC
824,218$103.2B3.31%
11
GENIGENIUS SPORTS LIMITED
8,274,990$102.4B3.29%
12
UNFIUNITED NAT FOODS INC
2,579,974$97.1B3.11%
13
CRTOCRITEO S A
4,227,322$95.5B3.07%
14
VOYGVOYAGER TECHNOLOGIES INC
3,020,759$90.0B2.89%
15
LCLENDINGCLUB CORP
5,417,321$82.3B2.64%
16
PINSPINTEREST INC
2,531,091$81.4B2.61%
17
NCNONCINO INC
2,419,408$65.6B2.10%
18
CEVACEVA INC
2,209,771$58.4B1.87%
19
BABOEING CO
264,750$57.1B1.83%
20
KRNTKORNIT DIGITAL LTD
3,979,255$53.7B1.72%
21
BILLBILL HOLDINGS INC
1,006,075$53.3B1.71%
22
PFSIPENNYMAC FINL SVCS INC NEW
417,333$51.7B1.66%
23
OKTAOKTA INC
453,115$41.6B1.33%
24
BXPBXP INC
545,747$40.6B1.30%
25
AATAMERICAN ASSETS TR INC
1,803,962$36.7B1.18%
26
GSATGLOBALSTAR INC
867,647$31.6B1.01%
27
LASRNLIGHT INC
900,555$26.7B0.86%
28
ACVAACV AUCTIONS INC
2,635,655$26.1B0.84%
29
CHKPCHECK POINT SOFTWARE TECH LT
112,291$23.2B0.75%
30
LOVELOVESAC COMPANY
1,168,888$19.8B0.64%
31
AUDCAUDIOCODES LTD
1,714,297$16.3B0.52%
32
DKSDICKS SPORTING GOODS INC
66,588$14.8B0.47%
33
ESLTELBIT SYS LTD
21,735$11.1B0.36%
34
EVLVEVOLV TECHNOLOGIES HLDNGS IN
1,048,180$7.9B0.25%
35
AMWLAMERICAN WELL CORP
1,270,530$7.8B0.25%
36
CERSCERUS CORP
3,965,249$6.3B0.20%
37
AAONAAON INC
66,405$6.2B0.20%
38
INTCINTEL CORP
180,000$6.0B0.19%
39
MBLYMOBILEYE GLOBAL INC
389,193$5.5B0.18%
40
VRNSVARONIS SYS INC
81,777$4.7B0.15%
41
COMPCOMPASS INC
525,000$4.2B0.14%
42
GOOGALPHABET INC
16,329$4.0B0.13%
43
MAPSWM TECHNOLOGY INC
3,196,829$3.7B0.12%
44
TERTERADYNE INC
21,605$3.0B0.10%
45
MNDYMONDAY COM LTD
15,000$2.9B0.09%
46
SRADSPORTRADAR GROUP AG
90,000$2.4B0.08%Put
47
ARANTERO RESOURCES CORP
50,000$1.7B0.05%
48
DOUGDOUGLAS ELLIMAN INC
469,334$1.3B0.04%
49
CGNTCOGNYTE SOFTWARE LTD
149,441$1.3B0.04%
50
TSATTELESAT CORP
37,257$987.3M0.03%
51
ASTLALGOMA STL GROUP INC
275,089$977.9M0.03%
52
RNTXREIN THERAPEUTICS INC
230,895$264.4M0.01%