§ 13F · FUND PROFILE
Harbor Advisors LLC.
AUM · $795M (13F)Positions · 194Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | 239K | $249M | 31.4% | ±0% |
| 2 | MU | MICRON TECHNOLOGY INC | 50K | $58M | 7.3% | −2% |
| 3 | GOOGL | ALPHABET INC | 146K | $52M | 6.5% | ±0% |
| 4 | AAPL | APPLE INC | 148K | $43M | 5.4% | ±0% |
| 5 | AMZN | AMAZON COM INC | 153K | $37M | 4.6% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 180K | $36M | 4.5% | ±0% |
| 7 | CNQ | CANADIAN NAT RES LTD MED TER | 500K | $20M | 2.5% | ±0% |
| 8 | IBKR | INTERACTIVE BROKERS GROUP IN | 187K | $16M | 2.0% | ±0% |
| 9 | FTAI | FTAI AVIATION LTD | 57K | $15M | 1.9% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 26K | $13M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARBOR SIGNAL
AC read
Harbor Advisors LLC is a Other fund managing $795 million in assets. The fund runs a portfolio of 194 positions.
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