§ 13F · FUND PROFILE
Harber Asset Management LLC.
AUM · $271M (13F)Positions · 39Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 42K | $13M | 7.6% | −29% |
| 2 | V | VISA INC | 26K | $9M | 5.3% | +18% |
| 3 | NVDA | NVIDIA CORPORATION | 37K | $7M | 4.4% | +6% |
| 4 | UNH | UNITEDHEALTH GROUP INC | 17K | $7M | 4.3% | +6% |
| 5 | TEAM | ATLASSIAN CORPORATION | 85K | $7M | 4.0% | −14% |
| 6 | AMZN | AMAZON COM INC | 27K | $6M | 3.9% | +29% |
| 7 | DHI | D R HORTON INC | 38K | $6M | 3.8% | +2% |
| 8 | AMT | AMERICAN TOWER CORP | 35K | $6M | 3.5% | +17% |
| 9 | ONTO | ONTO INNOVATION INC | 14K | $5M | 3.1% | +19% |
| 10 | NOW | SERVICENOW INC | 52K | $5M | 3.1% | −37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARBER SIGNAL
AC read
Harber Asset Management LLC is a Other fund managing $271 million in assets. The fund runs a portfolio of 39 positions.
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