Senvest Management, LLC — 13F holdings

Senvest Management, LLC reported 55 holdings worth $3.41B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSEM TOWER SEMICONDUCTOR LTD — $475M (13.9%)
2. MDA MDA SPACE LTD — $181M (5.3%)
3. ILMN ILLUMINA INC — $177M (5.2%)
4. COMP COMPASS INC — $155M (4.5%)
5. BILL BILL HOLDINGS INC — $148M (4.4%)
6. WIX WIX COM LTD — $132M (3.9%)
7. PATH UIPATH INC — $131M (3.9%)
8. ALGN ALIGN TECHNOLOGY INC — $126M (3.7%)
9. RDWR RADWARE LTD — $125M (3.7%)
10. NCNO NCINO INC — $120M (3.5%)