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HARBER ASSET MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $166,405,154
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $12,570,958
- VISA INC · COM CL A · 92826C839 · shares: $8,834,567
- NVIDIA CORPORATION · COM · 67066G104 · shares: $7,375,517
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $7,197,464
- ATLASSIAN CORPORATION · CL A · 049468101 · shares: $6,575,977
- AMAZON COM INC · COM · 023135106 · shares: $6,428,029
- D R HORTON INC · COM · 23331A109 · shares: $6,240,910
- AMERICAN TOWER CORP · COM · 03027X100 · shares: $5,761,916
- ONTO INNOVATION INC · COM · 683344105 · shares: $5,206,336
- SERVICENOW INC · COM · 81762P102 · shares: $5,130,194
Reported holdings
39 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 42,200 shares | $12,570,958 |
| VISA INC | COM CL A | 92826C839 | — | 25,750 shares | $8,834,567 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 36,861 shares | $7,375,517 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 17,317 shares | $7,197,464 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 84,535 shares | $6,575,977 |
| AMAZON COM INC | COM | 023135106 | — | 26,970 shares | $6,428,029 |
| D R HORTON INC | COM | 23331A109 | — | 38,316 shares | $6,240,910 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 35,226 shares | $5,761,916 |
| ONTO INNOVATION INC | COM | 683344105 | — | 13,757 shares | $5,206,336 |
| SERVICENOW INC | COM | 81762P102 | — | 51,674 shares | $5,130,194 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 12,930 shares | $5,041,277 |
| OKTA INC | CL A | 679295105 | — | 35,793 shares | $4,883,954 |
| WEAVE COMMUNICATIONS INC | COM | 94724R108 | — | 785,687 shares | $4,706,265 |
| DOLE PLC | ORD SHS | G27907107 | — | 341,592 shares | $4,686,642 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 21,289 shares | $4,611,197 |
| INTUIT | COM | 461202103 | — | 16,956 shares | $4,425,516 |
| DOLLAR GEN CORP | COM | 256677105 | — | 36,450 shares | $4,195,759 |
| SAP SE | SPON ADR | 803054204 | — | 27,148 shares | $4,183,778 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 24,594 shares | $4,099,573 |
| MKS INC. | COM | 55306N104 | — | 9,100 shares | $4,047,680 |
| APPIAN CORP | CL A | 03782L101 | — | 168,296 shares | $3,853,978 |
| FISERV INC | COM | 337738108 | — | 70,454 shares | $3,455,768 |
| ANALOG DEVICES INC | COM | 032654105 | — | 8,550 shares | $3,395,803 |
| HOME DEPOT INC | COM | 437076102 | — | 9,420 shares | $3,322,245 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 26,576 shares | $3,307,117 |
| EAGLE MATLS INC | COM | 26969P108 | — | 14,568 shares | $3,277,800 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 8,500 shares | $3,233,145 |
| NETFLIX INC. | COM | 64110L106 | — | 45,239 shares | $3,230,064 |
| PEGASYSTEMS INC | COM | 705573103 | — | 104,579 shares | $3,134,232 |
| WORKDAY INC | CL A | 98138H101 | — | 22,283 shares | $2,727,884 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 9,197 shares | $2,584,632 |
| GENTHERM INC | COM | 37253A103 | — | 70,952 shares | $2,420,172 |
| GEO GROUP INC | COM | 36162J106 | — | 77,358 shares | $2,285,928 |
| AGORA INC | ADS | 00851L103 | — | 506,189 shares | $2,019,694 |
| OMEGA FLEX INC | COM | 682095104 | — | 64,212 shares | $2,015,614 |
| POOL CORP | COM | 73278L105 | — | 9,370 shares | $2,013,613 |
| ENTEGRIS INC | COM | 29362U104 | — | 10,000 shares | $1,798,600 |
| LULULEMON ATHLETICA INC | COM | 550021109 | — | 10,450 shares | $1,193,181 |
| ADVANCED ENERGY INDS | COM | 007973100 | — | 2,500 shares | $932,175 |