Senvest Management, LLC Top Holdings and 13F Report (2025) About Senvest Management, LLCInvestment ActivitySenvest Management, LLC has $3.25 billion in total holdings as of December 31, 2024.Senvest Management, LLC owns shares of 59 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.55% of the portfolio was purchased this quarter.About 9.93% of the portfolio was sold this quarter.This quarter, Senvest Management, LLC has purchased 50 new stocks and bought additional shares in 21 stocks.Senvest Management, LLC sold shares of 15 stocks and completely divested from 5 stocks this quarter.Largest Holdings Tower Semiconductor $409,501,306Wix.com $305,260,238UiPath $178,890,492Boston Properties $160,836,070M&T Bank $154,124,958 Largest New Holdings this Quarter Pinterest $45,175,620 HoldingTeradyne $34,834,257 HoldingOxford Industries $19,351,913 HoldingBILL $19,263,223 HoldingUnited Natural Foods $18,160,904 Holding Largest Purchases this Quarter Wix.com 304,712 shares (about $65.38M)Align Technology 267,000 shares (about $55.67M)Pinterest 1,557,780 shares (about $45.18M)UiPath 3,180,300 shares (about $40.42M)Teradyne 276,638 shares (about $34.83M) Largest Sales this Quarter AvidXchange 4,956,355 shares (about $51.25M)Axcelis Technologies 632,298 shares (about $44.18M)Marriott Vacations Worldwide 404,841 shares (about $36.35M)Ciena 379,700 shares (about $32.20M)Tower Semiconductor 370,495 shares (about $19.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSenvest Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSEMTower Semiconductor$409,501,306$19,084,197 ▼-4.5%7,949,93812.6%Computer and TechnologyWIXWix.com$305,260,238$65,375,960 ▲27.3%1,422,7939.4%Computer and TechnologyPATHUiPath$178,890,492$40,421,613 ▲29.2%14,074,7835.5%Business ServicesBXPBoston Properties$160,836,070$13,981,762 ▼-8.0%2,162,9384.9%FinanceMTBM&T Bank$154,124,958$11,857,979 ▼-7.1%819,7704.7%FinanceALGNAlign Technology$151,428,928$55,672,170 ▲58.1%726,2434.7%MedicalCRTOCriteo$143,977,789$29,420,574 ▲25.7%3,639,4794.4%Computer and TechnologyILMNIllumina$143,023,120$23,322,711 ▲19.5%1,070,2924.4%MedicalCIENCiena$134,191,979$32,202,357 ▼-19.4%1,582,2664.1%Computer and TechnologyVACMarriott Vacations Worldwide$133,723,425$36,354,722 ▼-21.4%1,489,1254.1%Consumer DiscretionaryKRNTKornit Digital$131,022,152$8,007,105 ▼-5.8%4,233,3494.0%IndustrialsRHRH$124,125,691$32,566,424 ▲35.6%315,3683.8%Consumer StaplesPFSIPennyMac Financial Services$100,930,867$91,926 ▼-0.1%988,1623.1%FinanceRDWRRadware$92,724,4000.0%4,115,5972.8%Computer and TechnologyGENIGenius Sports$65,020,398$259,500 ▼-0.4%7,516,8092.0%Computer and TechnologyGOOGAlphabet$63,498,219$14,302,044 ▼-18.4%333,4292.0%Computer and TechnologyCEVACEVA$62,657,1640.0%1,985,9641.9%Computer and TechnologyAVDXAvidXchange$50,528,013$51,248,711 ▼-50.4%4,886,6551.6%Computer and TechnologyPINSPinterest$45,175,620$45,175,620 ▲New Holding1,557,7801.4%Computer and TechnologyVRNTVerint Systems$43,297,763$3,626,200 ▲9.1%1,577,3321.3%Computer and TechnologyJBIJanus International Group$41,685,018$13,322,625 ▲47.0%5,671,4311.3%ConstructionMUMicron Technology$38,611,935$8,491,744 ▼-18.0%458,7921.2%Computer and TechnologyTERTeradyne$34,834,257$34,834,257 ▲New Holding276,6381.1%Computer and TechnologyCOMPCompass$34,517,849$2,787,958 ▲8.8%5,900,4871.1%Computer and TechnologyOZKBank OZK$28,457,297$5,352,506 ▲23.2%639,0590.9%FinanceSNAPSnap$26,366,037$16,235,775 ▲160.3%2,448,1000.8%Computer and TechnologyLOVELovesac$26,186,107$3,874,207 ▲17.4%1,106,7670.8%Retail/WholesaleLASRnLIGHT$26,032,792$13,874,462 ▲114.1%2,481,6770.8%Computer and TechnologyMANUManchester United$25,833,959$1,204,142 ▼-4.5%1,488,9890.8%Consumer DiscretionaryAUDCAudioCodes$25,341,103$207,540 ▲0.8%2,601,7560.8%Computer and TechnologyLCLendingClub$24,764,014$809,500 ▲3.4%1,529,5870.8%FinanceBBWIBath & Body Works$24,586,810$12,503,325 ▼-33.7%634,1710.8%Retail/WholesaleGOGrocery Outlet$24,502,330$11,487,883 ▲88.3%1,569,6560.8%Consumer StaplesOXMOxford Industries$19,351,913$19,351,913 ▲New Holding245,6450.6%Consumer DiscretionaryBILLBILL$19,263,223$19,263,223 ▲New Holding227,4020.6%Computer and TechnologyUNFIUnited Natural Foods$18,160,904$18,160,904 ▲New Holding664,9910.6%Consumer StaplesAREAlexandria Real Estate Equities$17,900,425$17,900,425 ▲New Holding183,5000.6%FinanceMDBMongoDB$13,759,071$13,759,071 ▲New Holding59,1000.4%Computer and TechnologyCOURCoursera$10,325,783$4,861,932 ▲89.0%1,214,7980.3%Business ServicesCERSCerus$9,846,728$596,909 ▲6.5%6,393,9790.3%MedicalACLSAxcelis Technologies$9,655,475$44,178,661 ▼-82.1%138,1920.3%Computer and TechnologyAMERICAN WELL CORP$9,429,430$353,800 ▲3.9%1,300,6110.3%COM CL A NEWCHWYChewy$7,444,760$1,674,500 ▲29.0%222,2980.2%Retail/WholesaleSATXSatixfy Communications$6,545,2760.0%4,277,9580.2%Computer and TechnologyVRNSVaronis Systems$6,255,5220.0%140,7950.2%Computer and TechnologyMARKFORGED HOLDING CORPORATI$5,053,4530.0%1,609,3800.2%COM NEWMAPSWM Technology$4,411,6240.0%3,196,8290.1%Business ServicesEVLVEvolv Technologies$4,140,311$118,769 ▲3.0%1,048,1800.1%Computer and TechnologyBXMTBlackstone Mortgage Trust$3,917,250$3,917,250 ▲New Holding225,0000.1%FinancePFEPfizer$2,387,700$2,387,700 ▲New Holding90,0000.1%MedicalPACBPacific Biosciences of California$2,001,9360.0%1,093,9540.1%MedicalCGNTCognyte Software$1,816,587$10,810,903 ▼-85.6%210,0100.1%Computer and TechnologyBLBlackLine$1,664,824$1,664,824 ▲New Holding27,4000.1%Computer and TechnologyTMOThermo Fisher Scientific$1,560,690$1,560,690 ▲New Holding3,0000.0%MedicalAMAntero Midstream$1,131,750$1,131,750 ▲New Holding75,0000.0%EnergyVERINT SYSTEMS INC$940,7800.0%1,000,0000.0%NOTE 0.250% 4/1MSOSAdvisorShares Pure US Cannabis ETF$889,254$889,254 ▲New Holding233,4000.0%ETFALRNAileron Therapeutics$531,0590.0%230,8950.0%MedicalFIGSFIGS$83,726$83,726 ▲New Holding13,5260.0%Retail/WholesaleCRWDCrowdStrike$0$37,216,967 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$13,384,237 ▼-100.0%00.0%FinanceCPRICapri$0$6,610,072 ▼-100.0%00.0%Retail/WholesaleAPOApollo Global Management$0$1,249,100 ▼-100.0%00.0%FinanceAKTSAkoustis Technologies$0$134,250 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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