AlphaYouSenvest Management, LLC
New Mda Space position and exited Epam SYS in Q1 2026.
$3.0B in this filing50 positionstop 10 = 56%
49 stock and fund positions worth $3.0B1 option positions worth $7.7M (0 puts, 1 calls)
Holdings are from Mar 31, 2026, not today. Filed May 14, 2026.
- 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
47 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
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This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.