Senvest Management, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$3.2T
Holdings
52
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSEMTOWER SEMICONDUCTOR LTD | 3,971,656 | $466.4B | 14.45% | |
| 2 | WIXWIX COM LTD | 3,008,480 | $312.6B | 9.69% | |
| 3 | ILMNILLUMINA INC | 1,401,881 | $183.9B | 5.70% | |
| 4 | EPAMEPAM SYS INC | 821,432 | $168.3B | 5.21% | |
| 5 | RHRH | 842,577 | $150.9B | 4.68% | |
| 6 | PATHUIPATH INC | 8,666,831 | $142.0B | 4.40% | |
| 7 | BILLBILL HOLDINGS INC | 2,573,261 | $140.3B | 4.35% | |
| 8 | AFWALIGN TECHNOLOGY INC | 694,942 | $108.5B | 3.36% | |
| 9 | NCNONCINO INC | 4,078,276 | $104.6B | 3.24% | |
| 10 | GENIGENIUS SPORTS LIMITED | 9,410,567 | $103.7B | 3.21% | |
| 11 | VOYGVOYAGER TECHNOLOGIES INC | 3,905,721 | $102.1B | 3.16% | |
| 12 | RDWRRADWARE LTD | 4,046,559 | $97.5B | 3.02% | |
| 13 | CRTOCRITEO S A | 4,397,322 | $90.6B | 2.81% | |
| 14 | PINSPINTEREST INC | 3,419,581 | $88.5B | 2.74% | |
| 15 | LCLENDINGCLUB CORP | 4,320,058 | $81.8B | 2.54% | |
| 16 | UNFIUNITED NAT FOODS INC | 2,080,564 | $70.1B | 2.17% | |
| 17 | VACMARRIOTT VACATIONS WORLDWIDE | 1,188,487 | $68.6B | 2.12% | |
| 18 | CIENCIENA CORP | 285,476 | $66.8B | 2.07% | |
| 19 | KRNTKORNIT DIGITAL LTD | 4,141,355 | $59.6B | 1.85% | |
| 20 | DKSDICKS SPORTING GOODS INC | 282,415 | $55.9B | 1.73% | |
| 21 | AATAMERICAN ASSETS TR INC | 2,929,436 | $55.5B | 1.72% | |
| 22 | PFSIPENNYMAC FINL SVCS INC NEW | 417,333 | $55.0B | 1.70% | |
| 23 | CEVACEVA INC | 2,387,536 | $51.4B | 1.59% | |
| 24 | OKTAOKTA INC | 537,615 | $46.5B | 1.44% | |
| 25 | HOUSANYWHERE REAL ESTATE INC | 2,991,223 | $42.4B | 1.31% | |
| 26 | GSATGLOBALSTAR INC | 680,621 | $41.5B | 1.29% | |
| 27 | LASRNLIGHT INC | 997,501 | $37.4B | 1.16% | |
| 28 | CHKPCHECK POINT SOFTWARE TECH LT | 162,391 | $30.1B | 0.93% | |
| 29 | ACVAACV AUCTIONS INC | 3,239,056 | $26.0B | 0.80% | |
| 30 | COMPCOMPASS INC | 2,448,974 | $25.9B | 0.80% | |
| 31 | BXPBXP INC | 327,258 | $22.1B | 0.68% | |
| 32 | GDSGDS HLDGS LTD | 502,655 | $17.5B | 0.54% | |
| 33 | ARANTERO RESOURCES CORP | 446,871 | $15.4B | 0.48% | |
| 34 | AAONAAON INC | 189,540 | $14.5B | 0.45% | |
| 35 | LOVELOVESAC COMPANY | 750,141 | $11.1B | 0.34% | |
| 36 | VRNSVARONIS SYS INC | 286,292 | $9.4B | 0.29% | |
| 37 | AUDCAUDIOCODES LTD | 1,066,772 | $9.3B | 0.29% | |
| 38 | WOLFWOLFSPEED INC | 505,234 | $8.8B | 0.27% | |
| 39 | CERSCERUS CORP | 3,965,249 | $8.2B | 0.25% | |
| 40 | VNETVNET GROUP INC | 891,754 | $7.5B | 0.23% | |
| 41 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 996,951 | $7.1B | 0.22% | |
| 42 | TSATTELESAT CORP | 134,668 | $3.9B | 0.12% | |
| 43 | MGNIMAGNITE INC | 224,100 | $3.6B | 0.11% | |
| 44 | LEVILEVI STRAUSS & CO NEW | 160,000 | $3.3B | 0.10% | |
| 45 | JBIJANUS INTERNATIONAL GROUP IN | 451,203 | $3.0B | 0.09% | |
| 46 | MAPSWM TECHNOLOGY INC | 3,196,829 | $2.6B | 0.08% | |
| 47 | AMWLAMERICAN WELL CORP | 362,724 | $1.8B | 0.06% | |
| 48 | CGNTCOGNYTE SOFTWARE LTD | 149,441 | $1.4B | 0.04% | |
| 49 | QUREUNIQURE NV | 50,000 | $1.2B | 0.04% | |
| 50 | OZKBANK OZK LITTLE ROCK ARK | 11,000 | $506.0M | 0.02% | |
| 51 | ASTLALGOMA STL GROUP INC | 85,789 | $351.0M | 0.01% | |
| 52 | RNTXREIN THERAPEUTICS INC | 230,895 | $267.0M | 0.01% |