AlphaYouSenvest Management, LLC
Bought Mda Space, sold out of Epam SYS. Portfolio down 7% to $3.0B.
$3.0B portfolio50 holdingstop 10 = 56%filed 2026-05-14
- 1Tower Semiconductor LTD13.23%$398.7M - 2.3M shares-1.7M
- 2Wix Com LTD11.22%$338.2M - 3.8M shares+746K
- 3ILMNIllumina Inc6.32%$190.4M - 1.5M shares+143K
- 4BILLBill Holdings Inc4.87%$146.9M - 3.8M shares+1.3M
- 5ALGNAlign Technology Inc4.29%$129.4M - 755K shares+60K
- 6MDAMda Space LTD4.00%$120.6M - 4.8M sharesNEW
- 7Radware LTD3.53%$106.5M - 4.0M shares-
- 8RHRH2.95%$89.0M - 636K shares-206K
- 9PATHUipath Inc2.87%$86.4M - 7.8M shares-882K
- 10DKSDicks Sporting Goods Inc2.79%$84.0M - 423K shares+141K
- 11VOYGVoyager Technologies Inc2.78%$83.8M - 3.6M shares-324K
- 12CRTOCriteo S A2.73%$82.4M - 4.6M shares+200K
- 13NCNONcino Inc2.64%$79.5M - 5.3M shares+1.2M
- $75.0M - 1.2M shares-37K
- 15CIENCiena Corp2.23%$67.1M - 173K shares-113K
- 16COMPCompass Inc2.23%$67.1M - 9.2M shares+6.7M
- 17PINSPinterest Inc2.19%$65.9M - 3.6M shares+175K
- 18AATAmerican Assets TR Inc2.18%$65.9M - 3.6M shares+648K
- 19OKTAOkta Inc2.17%$65.4M - 831K shares+293K
- 20LCLendingclub Issuance TR Se2.16%$65.1M - 4.5M shares+227K
- 21Kornit Digital LTD2.01%$60.7M - 4.1M shares-
- 22Genius Sports Limited2.01%$60.5M - 13.7M shares+4.2M
- 23GSATGlobalstar Inc1.91%$57.7M - 869K shares+188K
- 24UNFIUnited Nat Foods Inc1.85%$55.7M - 1.2M shares-843K
- 25RDDTReddit Inc1.61%$48.4M - 359K sharesNEW
- $44.5M - 509K shares+91K
- 27CEVACeva Inc1.46%$44.1M - 2.4M shares-29K
- $33.4M - 516K sharesNEW
- 29VRNSVaronis SYS Inc1.03%$31.1M - 1.4M shares+1.2M
- 30AAONAaon Inc0.85%$25.7M - 311K shares+121K
- 31VNETVnet Group Inc0.77%$23.3M - 2.8M shares+1.9M
- 32LOVELovesac Company0.50%$15.1M - 1.0M shares+275K
- 33ACVAAcv Auctions Inc0.50%$15.0M - 3.5M shares+292K
- 34LASRNlight Inc0.45%$13.7M - 239K shares-758K
- 35CHWYChewy Inc0.37%$11.1M - 410K sharesNEW
- 36CAECae Inc0.32%$9.6M - 370K sharesNEW
- 37MUMicron Technology Inc0.27%$8.1M - 24K sharesNEW
- 38BILL callsBill Holdings Inc0.26%$7.7M - 201K sharesNEW
- 39CERSCerus Corp0.25%$7.5M - 4.1M shares+149K
- 40EVLVEvolv Technologies Hldngs 0.20%$6.0M - 997K shares-
- 41AMWLAmerican Well Corp0.20%$6.0M - 1.1M shares+774K
- 42INTCIntel Corp0.17%$5.2M - 119K sharesNEW
- 43TSATTelesat Corp0.17%$5.0M - 138K shares+3K
- 44WOLFWolfspeed Inc0.15%$4.6M - 282K shares-224K
- 45MGNIMagnite Inc0.09%$2.7M - 224K shares-
- 46MAPSWM Technology Inc0.07%$2.1M - 3.2M shares-
- 47Uniqure NV0.04%$1.2M - 72K shares+22K
- 48Cognyte Software LTD0.04%$1.1M - 135K shares-15K
- 49RNTXRein Therapeutics Inc<0.01%$300K - 231K shares-
- 50DOCSDoximity Inc<0.01%$296K - 13K sharesNEW
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.