Senvest Management, LLC
New York NY · SEC CIK 0001328785
$34.10亿2026Q2 申报市值
55持仓数
51.9%前十大占比 · 第一大 13.9%
10 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PATH 加仓+$4,674.53万
COMP 加仓+$4,179.36万
META 新建仓+$3,943.03万
NCNO 加仓+$3,298.99万
RDDT 加仓+$2,518.11万
2026Q2 卖出最多 按季末市值估算
TSEM 减仓-$1.17亿
ILMN 减仓-$9,421.83万
GSAT 减仓-$6,012.50万
RH 减仓-$5,340.02万
WIX 减仓-$3,792.02万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | $4.75亿 | 13.94% | 1,823,082 | -448,997 | -19.8% | -$1.17亿 | 减仓 |
| MDA | MDA SPACE LTD | $1.81亿 | 5.30% | 4,377,113 | -384,774 | -8.1% | -$1,588.35万 | 减仓 |
| ILMN | ILLUMINA INC | $1.77亿 | 5.20% | 1,008,718 | -535,849 | -34.7% | -$9,421.83万 | 减仓 |
| COMP | COMPASS INC | $1.55亿 | 4.55% | 12,569,334 | 3,389,589 | 36.9% | $4,179.36万 | 加仓 |
| BILL | BILL HOLDINGS INC | $1.48亿 | 4.35% | 4,102,668 | 267,320 | 7.0% | $966.63万 | 加仓 |
| WIX | WIX COM LTD | $1.32亿 | 3.88% | 2,918,880 | -835,800 | -22.3% | -$3,792.02万 | 减仓 |
| PATH | UIPATH INC | $1.31亿 | 3.85% | 12,085,222 | 4,300,400 | 55.2% | $4,674.53万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.26亿 | 3.69% | 745,345 | -9,452 | -1.3% | -$159.42万 | 减仓 |
| RDWR | RADWARE LTD | $1.25亿 | 3.66% | 4,046,559 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $1.20亿 | 3.51% | 7,326,196 | 2,017,728 | 38.0% | $3,298.99万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.15亿 | 3.36% | 1,126,132 | -25,843 | -2.2% | -$263.29万 | 减仓 |
| OKTA | OKTA INC | $1.13亿 | 3.30% | 825,615 | -4,900 | -0.6% | -$66.86万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $9,624.26万 | 2.82% | 15,881,616 | 2,227,892 | 16.3% | $1,350.10万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $9,564.67万 | 2.81% | 2,965,788 | -615,653 | -17.2% | -$1,985.48万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $9,492.02万 | 2.78% | 418,501 | -4,950 | -1.2% | -$112.27万 | 减仓 |
| RDDT | REDDIT INC | $8,756.43万 | 2.57% | 504,461 | 145,069 | 40.4% | $2,518.11万 | 加仓 |
| CRTO | CRITEO S A | $8,403.90万 | 2.46% | 4,597,322 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $8,249.48万 | 2.42% | 3,922,718 | 328,137 | 9.1% | $690.07万 | 加仓 |
| CEVA | CEVA INC | $7,701.96万 | 2.26% | 1,633,155 | -725,457 | -30.8% | -$3,421.26万 | 减仓 |
| HAPN | HAPPEN INC | $6,940.21万 | 2.04% | 3,346,293 | -1,200,519 | -26.4% | -$2,489.88万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $6,908.45万 | 2.03% | 4,251,355 | 110,000 | 2.7% | $178.75万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $6,546.20万 | 1.92% | 2,651,358 | -925,696 | -25.9% | -$2,285.54万 | 减仓 |
| CIEN | CIENA CORP | $6,398.18万 | 1.88% | 130,426 | -42,500 | -24.6% | -$2,084.88万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $5,394.23万 | 1.58% | 1,181,132 | -56,000 | -4.5% | -$255.75万 | 减仓 |
| VRNS | VARONIS SYS INC | $5,332.60万 | 1.56% | 1,270,877 | -178,066 | -12.3% | -$747.16万 | 减仓 |
| RH | RH | $5,140.42万 | 1.51% | 312,051 | -324,168 | -51.0% | -$5,340.02万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4,525.34万 | 1.33% | 496,200 | -20,000 | -3.9% | -$182.40万 | 减仓 |
| META | META PLATFORMS INC | $3,943.03万 | 1.16% | 70,000 | 70,000 | — | $3,943.03万 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $3,499.30万 | 1.03% | 401,757 | -106,876 | -21.0% | -$930.89万 | 减仓 |
| — | ACV AUCTIONS INC | $3,074.29万 | 0.90% | 4,275,785 | 745,000 | 21.1% | $535.65万 | 加仓 |
| VNET | VNET GROUP INC | $2,492.11万 | 0.73% | 3,099,637 | 320,000 | 11.5% | $257.28万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2,146.02万 | 0.63% | 260,408 | 260,408 | — | $2,146.02万 | 新建仓 |
| INTC | INTEL CORP | $1,658.80万 | 0.49% | 118,800 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO | $1,652.66万 | 0.48% | 990,212 | -35,181 | -3.4% | -$58.72万 | 减仓 |
| BWA | BORGWARNER INC | $1,447.52万 | 0.42% | 218,000 | 218,000 | — | $1,447.52万 | 新建仓 |
| CERS | CERUS CORP | $1,347.31万 | 0.40% | 4,614,061 | 500,000 | 12.2% | $146.00万 | 加仓 |
| CHWY | CHEWY INC | $1,271.94万 | 0.37% | 647,300 | 237,300 | 57.9% | $466.29万 | 加仓 |
| WOLF | WOLFSPEED INC | $1,245.45万 | 0.37% | 258,124 | -23,500 | -8.3% | -$113.39万 | 减仓 |
| — | AMERICAN WELL CORP | $1,212.10万 | 0.36% | 1,329,057 | 192,499 | 16.9% | $175.56万 | 加仓 |
| LASR | NLIGHT INC | $1,116.27万 | 0.33% | 160,338 | -79,116 | -33.0% | -$550.81万 | 减仓 |
| GSAT | GLOBALSTAR INC | $1,051.16万 | 0.31% | 129,310 | -739,636 | -85.1% | -$6,012.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $812.37万 | 0.24% | 40,600 | 40,600 | — | $812.37万 | 新建仓 |
| TSAT | TELESAT CORP | $696.88万 | 0.20% | 137,668 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $646.76万 | 0.19% | 35,000 | 35,000 | — | $646.76万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $578.23万 | 0.17% | 996,951 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $425.34万 | 0.12% | 224,100 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $419.61万 | 0.12% | 36,750 | 36,750 | — | $419.61万 | 新建仓 |
| — | POWERLAW CORP | $291.95万 | 0.09% | 198,879 | 198,879 | — | $291.95万 | 新建仓 |
| INDI | INDIE SEMICONDUCTOR INC | $248.23万 | 0.07% | 552,843 | 552,843 | — | $248.23万 | 新建仓 |
| QURE | UNIQURE NV | $194.83万 | 0.06% | 42,300 | -30,000 | -41.5% | -$138.18万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $185.59万 | 0.05% | 22,232 | 22,232 | — | $185.59万 | 新建仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $180.60万 | 0.05% | 200,000 | 200,000 | — | $180.60万 | 新建仓 |
| — | REIN THERAPEUTICS INC | $128.01万 | 0.04% | 1,230,895 | 1,000,000 | 433.1% | $104.00万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $118.27万 | 0.03% | 134,708 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $90.09万 | 0.03% | 30,000 | -472,655 | -94.0% | -$1,419.38万 | 重新持有 |
| AAON | AAON INC | $0 | 0.00% | 0 | -310,740 | -100.0% | -$2,571.37万 | 清仓 |
| CAE | CAE INC | $0 | 0.00% | 0 | -370,000 | -100.0% | -$963.85万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$810.82万 | 清仓 |
| BILL | BILL HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -200,900 | -100.0% | -$769.45万 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -3,196,829 | -100.0% | -$210.48万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -12,700 | -100.0% | -$29.59万 | 清仓 |