Senvest Management, LLC
13F filer · CIK 1328785 · New York, NY
Summary
Senvest Management, LLC reported $3.41B across 55 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TSEM (13.9%), MDA (5.3%), ILMN (5.2%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 14, trimmed 23 and sold out of 5.
Reported value$3.41B
Positions55
Report period2026 Q2
FiledAug 14, 2026
New positions11
Added14
Trimmed23
Sold out5
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 13.9%Value $475.17MPrice $234.43Shares 1.82M -19.76%Since Jun 30 -10.06%
Weight 5.3%Value $180.69MPrice $29.64Shares 4.38M -8.08%Since Jun 30 -28.20%
Weight 5.2%Value $177.36MPrice $272.00Shares 1.01M -34.69%Since Jun 30 +54.69%
Weight 4.5%Value $154.98MPrice $9.01Shares 12.57M +36.92%Since Jun 30 -26.93%
Weight 4.4%Value $148.35MPrice $41.92Shares 4.10M +6.97%Since Jun 30 +15.93%
Weight 3.9%Value $132.43MPrice $70.90Shares 2.92M -22.26%Since Jun 30 +56.27%
Weight 3.9%Value $131.37MPrice $12.32Shares 12.09M +55.24%Since Jun 30 +13.34%
Weight 3.7%Value $125.71MPrice $144.01Shares 745K -1.25%Since Jun 30 -14.62%
Weight 3.7%Value $124.88MPrice $29.25Shares 4.05MSince Jun 30 -5.22%
Weight 3.5%Value $119.78MPrice $17.95Shares 7.33M +38.01%Since Jun 30 +9.79%
Weight 3.4%Value $114.73MPrice $104.68Shares 1.13M -2.24%Since Jun 30 +2.75%
Weight 3.3%Value $112.66MPrice $204.88Shares 826K -0.59%Since Jun 30 +50.15%
Weight 2.8%Value $96.24MPrice $6.17Shares 15.88M +16.32%Since Jun 30 +1.82%
Weight 2.8%Value $95.65MPrice $30.74Shares 2.97M -17.19%Since Jun 30 -4.68%
Weight 2.8%Value $94.92MPrice $134.70Shares 419K -1.17%Since Jun 30 -40.61%
Weight 2.6%Value $87.56MPrice $145.36Shares 504K +40.37%Since Jun 30 -16.26%
Weight 2.5%Value $84.04MPrice $15.45Shares 4.60MSince Jun 30 -15.48%
Weight 2.4%Value $82.49MPrice $18.54Shares 3.92M +9.13%Since Jun 30 -11.84%
Weight 2.3%Value $77.02MPrice $34.48Shares 1.63M -30.76%Since Jun 30 -26.89%
Weight 2.0%Value $69.40MPrice $14.92Shares 3.35M -26.40%Since Jun 30 -28.06%
Weight 2.0%Value $69.08MPrice $16.55Shares 4.25M +2.66%Since Jun 30 +1.85%
Weight 1.9%Value $65.46MPrice $21.34Shares 2.65M -25.88%Since Jun 30 -13.57%
Weight 1.9%Value $63.98MPrice $354.92Shares 130K -24.58%Since Jun 30 -27.65%
Weight 1.6%Value $53.94MPrice $45.47Shares 1.18M -4.53%Since Jun 30 -0.44%
Weight 1.6%Value $53.33MPrice $47.11Shares 1.27M -12.29%Since Jun 30 +12.27%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 13.9% | $475.17M | -10.06% | -19.76% | Trim | |
| 5.3% | $180.69M | -28.20% | -8.08% | Trim | |
| 5.2% | $177.36M | +54.69% | -34.69% | Trim | |
| 4.5% | $154.98M | -26.93% | +36.92% | Add | |
| 4.4% | $148.35M | +15.93% | +6.97% | Add | |
| 3.9% | $132.43M | +56.27% | -22.26% | Trim | |
| 3.9% | $131.37M | +13.34% | +55.24% | Add | |
| 3.7% | $125.71M | -14.62% | -1.25% | Trim | |
| 3.7% | $124.88M | -5.22% | — | Hold | |
| 3.5% | $119.78M | +9.79% | +38.01% | Add | |
| 3.4% | $114.73M | +2.75% | -2.24% | Trim | |
| 3.3% | $112.66M | +50.15% | -0.59% | Trim | |
| 2.8% | $96.24M | +1.82% | +16.32% | Add | |
| 2.8% | $95.65M | -4.68% | -17.19% | Trim | |
| 2.8% | $94.92M | -40.61% | -1.17% | Trim | |
| 2.6% | $87.56M | -16.26% | +40.37% | Add | |
| 2.5% | $84.04M | -15.48% | — | Hold | |
| 2.4% | $82.49M | -11.84% | +9.13% | Add | |
| 2.3% | $77.02M | -26.89% | -30.76% | Trim | |
| 2.0% | $69.40M | -28.06% | -26.40% | Trim | |
| 2.0% | $69.08M | +1.85% | +2.66% | Add | |
| 1.9% | $65.46M | -13.57% | -25.88% | Trim | |
| 1.9% | $63.98M | -27.65% | -24.58% | Trim | |
| 1.6% | $53.94M | -0.44% | -4.53% | Trim | |
| 1.6% | $53.33M | +12.27% | -12.29% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.