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Senvest Management, LLC
kapitalforvalter · portefølje $3.41 mia. · 55 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 60
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| TOWER SEMICONDUCTOR LTD CUSIP M87915274 | 1 823 082 | $475 mio. | 13.94% | −448 997 |
| MDA Space Ltd. US:MDA | 4 377 113 | $181 mio. | 5.30% | −384 774 |
| Illumina Inc US:ILMN | 1 008 718 | $177 mio. | 5.20% | −535 849 |
| Compass Inc US:COMP | 12 569 334 | $155 mio. | 4.55% | +3 389 589 |
| Bill Com Holdings Inc US:BILL | 4 102 668 | $148 mio. | 4.35% | +267 320 |
| WIX COM LTD CUSIP M98068105 | 2 918 880 | $132 mio. | 3.88% | −835 800 |
| Uipath Inc US:PATH | 12 085 222 | $131 mio. | 3.85% | +4 300 400 |
| Align Technology Inc US:ALGN | 745 345 | $126 mio. | 3.69% | −9 452 |
| RADWARE LTD CUSIP M81873107 | 4 046 559 | $125 mio. | 3.66% | — |
| nCino Inc US:NCNO | 7 326 196 | $120 mio. | 3.51% | +2 017 728 |
| Marriot Vacations Worldwide US:VAC | 1 126 132 | $115 mio. | 3.36% | −25 843 |
| Okta, Inc. US:OKTA | 825 615 | $113 mio. | 3.30% | −4 900 |
| GENIUS SPORTS LIMITED CUSIP G3934V109 | 15 881 616 | $96.2 mio. | 2.82% | +2 227 892 |
| Voyager Technologies, Inc. US:VOYG | 2 965 788 | $95.6 mio. | 2.81% | −615 653 |
| DICK'S SPORTING GOODS, INC. US:DKS | 418 501 | $94.9 mio. | 2.78% | −4 950 |
| Reddit, Inc. US:RDDT | 504 461 | $87.6 mio. | 2.57% | +145 069 |
| Criteo Sa US:CRTO | 4 597 322 | $84.0 mio. | 2.46% | — |
| PINTEREST, INC. US:PINS | 3 922 718 | $82.5 mio. | 2.42% | +328 137 |
| CEVA Inc US:CEVA | 1 633 155 | $77.0 mio. | 2.26% | −725 457 |
| Happen, Inc. US:HAPN | 3 346 293 | $69.4 mio. | 2.04% | −1 200 519 |
| KORNIT DIGITAL LTD CUSIP M6372Q113 | 4 251 355 | $69.1 mio. | 2.03% | +110 000 |
| American Assets Trust Inc US:AAT | 2 651 358 | $65.5 mio. | 1.92% | −925 696 |
| CIENA CORP US:CIEN | 130 426 | $64.0 mio. | 1.88% | −42 500 |
| UNITED NATURAL FOODS INC US:UNFI | 1 181 132 | $53.9 mio. | 1.58% | −56 000 |
| Varonis Systems US:VRNS | 1 270 877 | $53.3 mio. | 1.56% | −178 066 |
| RH US:RH | 312 051 | $51.4 mio. | 1.51% | −324 168 |
| Microchip Technology Inc US:MCHP | 496 200 | $45.3 mio. | 1.33% | −20 000 |
| Meta Platforms, Inc. US:META | 70 000 | $39.4 mio. | 1.16% | ny |
| PennyMac Finl Svcs Inc US:PFSI | 401 757 | $35.0 mio. | 1.03% | −106 876 |
| ACV Auctions Inc. US:ACVA | 4 275 785 | $30.7 mio. | 0.90% | +745 000 |
| VNET Group Inc DRC US:VNET | 3 099 637 | $24.9 mio. | 0.73% | +320 000 |
| GLOBALFOUNDRIES INC CUSIP G39387108 | 260 408 | $21.5 mio. | 0.63% | ny |
| Intel Corporation US:INTC | 118 800 | $16.6 mio. | 0.49% | — |
| The Lovesac Company US:LOVE | 990 212 | $16.5 mio. | 0.48% | −35 181 |
| BorgWarner Inc US:BWA | 218 000 | $14.5 mio. | 0.42% | ny |
| Cerus Corporation US:CERS | 4 614 061 | $13.5 mio. | 0.40% | +500 000 |
| Chewy Inc US:CHWY | 647 300 | $12.7 mio. | 0.37% | +237 300 |
| Wolfspeed, Inc. US:WOLF | 258 124 | $12.5 mio. | 0.37% | −23 500 |
| American Well Corp US:AMWL | 1 329 057 | $12.1 mio. | 0.36% | +192 499 |
| nLIGHT Inc US:LASR | 160 338 | $11.2 mio. | 0.33% | −79 116 |
| Globalstar, Inc. US:GSAT | 129 310 | $10.5 mio. | 0.31% | −739 636 |
| NVIDIA Corporation US:NVDA | 40 600 | $8.12 mio. | 0.24% | ny |
| Telesat Corp US:TSAT | 137 668 | $6.97 mio. | 0.20% | — |
| QUALCOMM INC/DE US:QCOM | 35 000 | $6.47 mio. | 0.19% | ny |
| Evolv Technologies Holdings… US:EVLV | 996 951 | $5.78 mio. | 0.17% | — |
| Magnite Inc US:MGNI | 224 100 | $4.25 mio. | 0.12% | — |
| Lululemon Athletica Inc. US:LULU | 36 750 | $4.20 mio. | 0.12% | ny |
| Powerlaw Corp. US:PWRL | 198 879 | $2.92 mio. | 0.09% | ny |
| indie Semiconductor Inc US:INDI | 552 843 | $2.48 mio. | 0.07% | ny |
| UNIQURE NV CUSIP N90064101 | 42 300 | $1.95 mio. | 0.06% | −30 000 |
| Victoria's Secret & Co US:VSXY | 22 232 | $1.86 mio. | 0.05% | ny |
| BlackRock Technology and Pri… US:BTX | 200 000 | $1.81 mio. | 0.05% | ny |
| Rein Therapeutics Inc US:RNTX | 1 230 895 | $1.28 mio. | 0.04% | +1 000 000 |
| COGNYTE SOFTWARE LTD CUSIP M25133105 | 134 708 | $1.18 mio. | 0.03% | — |
| GDS Holdings Ltd US:GDS | 30 000 | $901 t. | 0.03% | ny |
| Micron Technology Inc US:MU | 0 (var 24 000) | — | — | solgt |
| WM TECHNOLOGY INC CUSIP 92971A109 | 0 (var 3 196 829) | — | — | solgt |
| AAON Inc US:AAON | 0 (var 310 740) | — | — | solgt |
| CAE Inc. US:CAE | 0 (var 370 000) | — | — | solgt |
| Doximity Inc US:DOCS | 0 (var 12 700) | — | — | solgt |
I virksomheder i vores database 8
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Kornit Digital Ltd | 9.89% | 4 251 355 | 2026-06-30 |
| Radware Ltd | 9.62% | 4 046 559 | 2026-06-30 |
| Genius Sports Ltd | 6.45% | 15 881 616 | 2026-06-30 |
| CEVA Inc | 5.8% | 1 633 155 | 2026-06-30 |
| Wix.Com Ltd | 5.01% | 2 918 880 | 2026-06-30 |
| Bill Com Holdings Inc | 4.81% | 4 102 668 | 2026-06-30 |
| MDA Space Ltd. | 2.7% | 4 377 113 | 2026-06-30 |
| Tower Semiconductor Ltd | 1.66% | 1 823 082 | 2026-06-30 |
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