StockDriftsStockDriftsTop 48 Senvest Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSEM | TOWER SEMICONDUCTOR LTD | 13.26% | 2.27M | $398.7M | -42.79%(-1.70M) | $26.64(+953.70%) | 2026-03-31 | |
| WIX | WIX COM LTD | 11.25% | 3.75M | $338.2M | +24.80%(+746.20K) | $133.00(-60.37%) | 2026-03-31 | |
| ILMN | ILLUMINA INC | 6.33% | 1.54M | $190.4M | +10.18%(+142.69K) | $134.66(+6.37%) | 2026-03-31 | |
| BILL | BILL HOLDINGS INC | 4.89% | 3.84M | $146.9M | +49.05%(+1.26M) | $52.08(-24.17%) | 2026-03-31 | |
| ALGN | ALIGN TECHNOLOGY INC | 4.3% | 754.8K | $129.4M | +8.61%(+59.85K) | $235.50(-31.83%) | 2026-03-31 | |
| RDWR | RADWARE LTD | 3.54% | 4.05M | $106.5M | +0.00%(+0) | $19.08(+43.37%) | 2026-03-31 | |
| RH | RH | 2.96% | 636.2K | $89.0M | -24.49%(-206.36K) | $256.53(-50.15%) | 2026-03-31 | |
| PATH | UIPATH INC | 2.87% | 7.78M | $86.4M | -10.18%(-882.01K) | $15.85(-38.99%) | 2026-03-31 | |
| DKS | DICKS SPORTING GOODS INC | 2.79% | 423.5K | $84.0M | +49.94%(+141.04K) | $205.14(+7.96%) | 2026-03-31 | |
| VOYG | VOYAGER TECHNOLOGIES INC | 2.79% | 3.58M | $83.8M | -8.30%(-324.28K) | $36.44(-0.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.78% | +15.04% |
| Top 20 Holdings Unweighted | +5.51% | +17.47% |
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