Harber Asset Management as of Dec. 31, 2025
Portfolio Holdings for Harber Asset Management
Harber Asset Management holds 32 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Okta Cl A (OKTA) | 6.1 | $14M | 167k | 86.47 | |
| Visa Com Cl A (V) | 4.5 | $11M | 31k | 350.71 | |
| Fiserv (FI) | 4.4 | $11M | 158k | 67.17 | |
| Amazon (AMZN) | 4.1 | $9.8M | 43k | 230.82 | |
| Pegasystems (PEGA) | 4.0 | $9.6M | 161k | 59.72 | |
| UnitedHealth (UNH) | 3.9 | $9.3M | 28k | 330.11 | |
| Dole Ord Shs (DOLE) | 3.8 | $9.2M | 612k | 14.99 | |
| NVIDIA Corporation (NVDA) | 3.8 | $9.1M | 49k | 186.50 | |
| Atlassian Corporation Cl A (TEAM) | 3.8 | $9.1M | 56k | 162.14 | |
| D.R. Horton (DHI) | 3.8 | $8.9M | 62k | 144.03 | |
| Adobe Systems Incorporated (ADBE) | 3.7 | $8.8M | 25k | 349.99 | |
| Old Dominion Freight Line (ODFL) | 3.7 | $8.8M | 56k | 156.80 | |
| Zoominfo Technologies Common Stock (GTM) | 3.6 | $8.7M | 853k | 10.17 | |
| MKS Instruments (MKSI) | 3.5 | $8.4M | 53k | 159.80 | |
| Lam Research Corp Com New (LRCX) | 3.5 | $8.3M | 49k | 171.18 | |
| American Tower Reit (AMT) | 3.4 | $8.0M | 46k | 175.57 | |
| Geo Group Inc/the reit (GEO) | 3.2 | $7.7M | 480k | 16.12 | |
| Marvell Technology (MRVL) | 3.2 | $7.7M | 91k | 84.98 | |
| Texas Instruments Incorporated (TXN) | 3.1 | $7.4M | 43k | 173.49 | |
| Dollar Tree (DLTR) | 3.0 | $7.3M | 59k | 123.01 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.9 | $6.9M | 47k | 146.58 | |
| Appian Corp Cl A (APPN) | 2.8 | $6.7M | 190k | 35.42 | |
| Microchip Technology (MCHP) | 2.7 | $6.4M | 100k | 63.72 | |
| Servicenow (NOW) | 2.5 | $5.9M | 39k | 153.19 | |
| M/a (MTSI) | 2.0 | $4.8M | 28k | 171.28 | |
| Varonis Sys (VRNS) | 1.9 | $4.6M | 139k | 32.80 | |
| Eagle Materials (EXP) | 1.8 | $4.2M | 21k | 206.68 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $4.1M | 20k | 208.75 | |
| Entegris (ENTG) | 1.7 | $4.0M | 47k | 84.25 | |
| Nxp Semiconductors N V (NXPI) | 1.5 | $3.7M | 17k | 217.06 | |
| Uber Technologies (UBER) | 1.2 | $3.0M | 36k | 81.71 | |
| Agora Ads (API) | 0.9 | $2.0M | 502k | 4.07 |
