Senvest Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Senvest Management, LLC reported 49 stock positions worth $2.9 billion. Its top holding was Tower Semiconductor (TSEM) at 12.9% of the portfolio, followed by BXP (BXP, 6.6%) and Wix.com (WIX, 6.5%). Compared with Q2 2024, it opened 9 new positions, sold out of 8, added to 17 and reduced 15. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Verint Systems (VRNT, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001328785
- Portfolio Value
- $2.9B (Q3 2024)
- SEC Filing
- 0001172661-24-004590 ↗ filed Nov 12, 2024
Holdings Value
Holdings 49 stocks · $2.9B
| TSEM Tower Semiconductor Ltd. | 12.85% | 8,320,433 | $368.3M | Add +1.7% |
| BXP BXP Inc. | 6.60% | 2,350,966 | $189.2M | Reduce -9.9% |
| WIX Wix.com Ltd. | 6.52% | 1,118,081 | $186.9M | Add +4.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 5.49% | 882,841 | $157.3M | Add +12.3% |
| PATH Uipath Inc. Class A | 4.87% | 10,894,483 | $139.4M | Add +16.7% |
| VAC Marriott Vacations World | 4.86% | 1,893,966 | $139.2M | Reduce -3.1% |
| CIEN Ciena Corp. | 4.22% | 1,961,966 | $120.8M | Reduce -15.8% |
| ILMN Illumina Inc. | 4.08% | 895,760 | $116.8M | Add +0.3% |
| ALGN Align Technology Inc. | 4.08% | 459,243 | $116.8M | Add +76.4% |
| CRTO Criteo SA-Spon | 4.07% | 2,895,784 | $116.5M | Add +19.6% |
| KRNT Kornit Digital Ltd. | 4.05% | 4,492,060 | $116.1M | Add +0.2% |
| PFSI Pennymac Financial Services | 3.93% | 989,062 | $112.7M | Reduce -10.8% |
| RDWR Radware Ltd. | 3.20% | 4,115,597 | $91.7M | No change |
| ACLS Axcelis Technologies Inc. | 2.82% | 770,490 | $80.8M | Reduce -3.5% |
| AVDX Avidxchange Holdings Inc. | 2.79% | 9,843,010 | $79.8M | Reduce -9.5% |
| RH RH | 2.71% | 232,626 | $77.8M | Reduce -30.5% |
| GOOG Alphabet Inc. Class C | 2.38% | 408,529 | $68.3M | Add +28.1% |
| GENI Genius Sports Ltd. | 2.06% | 7,546,809 | $59.2M | Add +12.2% |
| MU Micron Technology Inc. | 2.03% | 559,692 | $58.0M | New |
| CEVA Ceva Inc. | 1.67% | 1,985,964 | $48.0M | No change |
| JBI Janus International Group Inc. | 1.36% | 3,858,829 | $39.0M | Reduce -22.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.30% | 132,695 | $37.2M | New |
| VRNT Verint Systems Inc. | 1.28% | 1,445,230 | $36.6M | Reduce -62.1% |
| COMP Compass Inc. Class A | 1.16% | 5,423,913 | $33.1M | Reduce -42.9% |
| BBWI Bath & Body Works Inc. | 1.07% | 956,671 | $30.5M | New |
| LOVE The Lovesac Co. | 0.94% | 943,022 | $27.0M | Add +47.3% |
| MANU Manchester United PLC Class A | 0.88% | 1,558,392 | $25.2M | Reduce -5.7% |
| AUDC Audiocodes Ltd. | 0.88% | 2,580,448 | $25.1M | Add +1.5% |
| OZK Bank Ozk | 0.78% | 518,859 | $22.3M | New |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.59% | 1,479,587 | $16.9M | Reduce -22.2% |
| GO Grocery Outlet Holding Corp. | 0.51% | 833,725 | $14.6M | Reduce -6.7% |
| SCHW Schwab (charles) Corp. | 0.47% | 206,515 | $13.4M | New |
| LASR Nlight Inc. | 0.43% | 1,159,040 | $12.4M | No change |
| AMWL American Well Corp. Class A | 0.41% | 1,251,811 | $11.9M | Add +3.9% |
| CERS Cerus Corp. | 0.36% | 6,006,376 | $10.5M | Reduce -17.5% |
| SNAP Snap Inc. Class A | 0.35% | 940,600 | $10.1M | New |
| CGNT Cognyte Software Ltd. | 0.35% | 1,459,825 | $9.9M | Reduce -59.3% |
| VRNS Varonis Systems Inc. | 0.28% | 140,795 | $8.0M | No change |
| MKFG Markforged Holding Corp. | 0.27% | 1,609,380 | $7.7M | Add +1.0% |
| CPRI Capri Holdings Ltd. | 0.23% | 155,751 | $6.6M | New |
| COUR Coursera Inc. | 0.18% | 642,806 | $5.1M | Add +994.7% |
| CHWY Chewy Inc. Class A | 0.18% | 172,298 | $5.0M | New |
| EVLV Evolv Technologies Holdings | 0.14% | 1,018,112 | $4.1M | No change |
| SATX Satixfy Communications Ltd. | 0.11% | 4,277,958 | $3.0M | Add +2.3% |
| MAPS WM Technology Inc. | 0.10% | 3,196,829 | $2.8M | No change |
| PACB Pacific Biosciences of Calif | 0.06% | 1,093,954 | $1.9M | Add +36.1% |
| APO Apollo Global Management Inc. | 0.04% | 10,000 | $1.2M | New |
| RNTX Rein Therapeutics Inc. filed as AILERON THERAPEUTICS INC | 0.03% | 230,895 | $801K | No change |
| AKTSQ Akoustis Technologies Inc. | 0.00% | 1,500,000 | $134K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $933K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VERINT SYSTEMS INC (VRNT 0.25 04/15/26) | NOTE 0.250% 4/1 · principal | 1,000,000 | $933K | No change |
Total filed on the 13F, all lines: $2.9B.
Portfolio Sells Q2 2024 → Q3 2024
| VRNT Verint Systems Inc. | Reduce -62.1% | 1.28% | −3.44 |
| AVDX Avidxchange Holdings Inc. | Reduce -9.5% | 2.79% | −2.26 |
| VAC Marriott Vacations World | Reduce -3.1% | 4.86% | −1.70 |
| ACLS Axcelis Technologies Inc. | Reduce -3.5% | 2.82% | −1.55 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.07 |
| JBI Janus International Group Inc. | Reduce -22.0% | 1.36% | −1.04 |
| CGNT Cognyte Software Ltd. | Reduce -59.3% | 0.35% | −0.71 |
| RH RH | Reduce -30.5% | 2.71% | −0.43 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.41 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.34 |
| C Citigroup Inc. | Sold out | 0.00% | −0.33 |
| GO Grocery Outlet Holding Corp. | Reduce -6.7% | 0.51% | −0.25 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.24 |
| COMP Compass Inc. Class A | Reduce -42.9% | 1.16% | −0.16 |
| MANU Manchester United PLC Class A | Reduce -5.7% | 0.88% | −0.15 |
| CERS Cerus Corp. | Reduce -17.5% | 0.36% | −0.13 |
| KEY Keycorp | Sold out | 0.00% | −0.11 |
| PFSI Pennymac Financial Services | Reduce -10.8% | 3.93% | −0.10 |
| CIEN Ciena Corp. | Reduce -15.8% | 4.22% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.10 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.03 |
| HAPN Happen Inc. | Reduce -22.2% | 0.59% | −0.03 |
| BXP BXP Inc. | Reduce -9.9% | 6.60% | +0.42 |
Portfolio Buys Q2 2024 → Q3 2024
| MU Micron Technology Inc. | New | 2.03% | +2.03 |
| ALGN Align Technology Inc. | Add +76.4% | 4.08% | +1.66 |
| KRNT Kornit Digital Ltd. | Add +0.2% | 4.05% | +1.53 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 1.30% | +1.30 |
| BBWI Bath & Body Works Inc. | New | 1.07% | +1.07 |
| MTB M & T Bank Corp. | Add +12.3% | 5.49% | +0.91 |
| OZK Bank Ozk | New | 0.78% | +0.78 |
| GENI Genius Sports Ltd. | Add +12.2% | 2.06% | +0.66 |
| CRTO Criteo SA-Spon | Add +19.6% | 4.07% | +0.56 |
| ILMN Illumina Inc. | Add +0.3% | 4.08% | +0.49 |
| TSEM Tower Semiconductor Ltd. | Add +1.7% | 12.85% | +0.49 |
| SCHW Schwab (charles) Corp. | New | 0.47% | +0.47 |
| LOVE The Lovesac Co. | Add +47.3% | 0.94% | +0.39 |
| SNAP Snap Inc. Class A | New | 0.35% | +0.35 |
| PATH Uipath Inc. Class A | Add +16.7% | 4.87% | +0.32 |
| CPRI Capri Holdings Ltd. | New | 0.23% | +0.23 |
| CHWY Chewy Inc. Class A | New | 0.18% | +0.18 |
| COUR Coursera Inc. | Add +994.7% | 0.18% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +28.1% | 2.38% | +0.14 |
| AMWL American Well Corp. Class A | Add +3.9% | 0.41% | +0.11 |
| APO Apollo Global Management Inc. | New | 0.04% | +0.04 |
| PACB Pacific Biosciences of Calif | Add +36.1% | 0.06% | +0.02 |
| MKFG Markforged Holding Corp. | Add +1.0% | 0.27% | +0.02 |
| SATX Satixfy Communications Ltd. | Add +2.3% | 0.11% | +0.00 |
| WIX Wix.com Ltd. | Add +4.7% | 6.52% | −0.01 |
| AUDC Audiocodes Ltd. | Add +1.5% | 0.88% | −0.14 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $3.4B | TSEM, MDA, ILMN, COMP, BILL |
| Q1 2026 | 49 | $3.0B | TSEM, WIX, ILMN, BILL, ALGN |
| Q4 2025 | 52 | $3.2B | TSEM, WIX, ILMN, EPAM, RH |
| Q3 2025 | 51 | $3.1B | WIX, TSEM, EPAM, PATH, ILMN |
| Q2 2025 | 52 | $3.0B | TSEM, WIX, RH, CIEN, ALGN |
| Q1 2025 | 42 | $2.4B | TSEM, WIX, CRTO, BXP, PATH |
| Q4 2024 | 58 | $3.3B | TSEM, WIX, PATH, BXP, MTB |
| Q3 2024 | 49 | $2.9B | TSEM, BXP, WIX, MTB, PATH |
| Q2 2024 | 48 | $2.6B | TSEM, VAC, WIX, BXP, AVDX |
| Q1 2024 | 53 | $2.6B | TSEM, VAC, BXP, PATH, WIX |