HARBER ASSET MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HA HARBER ASSET MANAGEMENT LLC | Institutional Filer | ▼ 34.44% | $156.4M | 41 |
Current Portfolio Holdings
Showing all 41 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NOW | ServiceNow, Inc. | Technology | 82K | $8.6M | 5.49% |
| 2 | MKSI | MKS Inc. | Technology | 34K | $7.9M | 5.03% |
| 3 | TEAM | Atlassian Corporation | Technology | 98K | $6.7M | 4.28% |
| 4 | V | Visa Inc. | Financial Services | 22K | $6.6M | 4.21% |
| 5 | INTU | Intuit Inc. | Technology | 15K | $6.5M | 4.17% |
| 6 | CRM | Salesforce, Inc. | Technology | 33K | $6.1M | 3.90% |
| 7 | NVDA | NVIDIA Corporation | Technology | 35K | $6.0M | 3.86% |
| 8 | MRVL | Marvell Technology, Inc. | Technology | 59K | $5.9M | 3.75% |
| 9 | TXN | Texas Instruments Incorporated | Technology | 29K | $5.6M | 3.61% |
| 10 | ODFL | Old Dominion Freight Line, Inc. | Industrials | 28K | $5.4M | 3.45% |
| 11 | SAP | SAP SE | Technology | 31K | $5.4M | 3.42% |
| 12 | AMT | American Tower Corporation | Real Estate | 30K | $5.2M | 3.33% |
| 13 | DHI | D.R. Horton, Inc. | Consumer Cyclical | 37K | $5.1M | 3.29% |
| 14 | WDAY | Workday, Inc. | Technology | 37K | $4.8M | 3.07% |
| 15 | OKTA | Okta, Inc. | Technology | 61K | $4.8M | 3.05% |
Showing 1 to 15 of 41 holdings