Harber Asset Management as of March 31, 2026
Portfolio Holdings for Harber Asset Management
Harber Asset Management holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 5.5 | $8.6M | 82k | 104.55 | |
| MKS Instruments (MKSI) | 5.0 | $7.9M | 34k | 229.81 | |
| Atlassian Corporation Cl A (TEAM) | 4.3 | $6.7M | 98k | 68.25 | |
| Visa Com Cl A (V) | 4.2 | $6.6M | 22k | 302.24 | |
| Intuit (INTU) | 4.2 | $6.5M | 15k | 432.38 | |
| salesforce (CRM) | 3.9 | $6.1M | 33k | 186.67 | |
| NVIDIA Corporation (NVDA) | 3.9 | $6.0M | 35k | 174.40 | |
| Marvell Technology (MRVL) | 3.7 | $5.9M | 59k | 99.05 | |
| Texas Instruments Incorporated (TXN) | 3.6 | $5.6M | 29k | 194.14 | |
| Old Dominion Freight Line (ODFL) | 3.5 | $5.4M | 28k | 195.40 | |
| Sap Se Spon Adr (SAP) | 3.4 | $5.4M | 31k | 171.21 | |
| American Tower Reit (AMT) | 3.3 | $5.2M | 30k | 172.58 | |
| D.R. Horton (DHI) | 3.3 | $5.1M | 37k | 137.22 | |
| Workday Cl A (WDAY) | 3.1 | $4.8M | 37k | 129.92 | |
| Okta Cl A (OKTA) | 3.1 | $4.8M | 61k | 78.71 | |
| Dole Ord Shs (DOLE) | 3.1 | $4.8M | 334k | 14.29 | |
| Geo Group Inc/the reit (GEO) | 2.9 | $4.5M | 267k | 16.81 | |
| UnitedHealth (UNH) | 2.8 | $4.4M | 16k | 270.59 | |
| Pegasystems (PEGA) | 2.8 | $4.4M | 104k | 42.56 | |
| Amazon (AMZN) | 2.8 | $4.4M | 21k | 208.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $3.9M | 20k | 198.29 | |
| Appian Corp Cl A (APPN) | 2.3 | $3.6M | 147k | 24.11 | |
| Entegris (ENTG) | 2.3 | $3.5M | 30k | 117.24 | |
| Weave Communications (WEAV) | 2.2 | $3.4M | 736k | 4.62 | |
| CommVault Systems (CVLT) | 2.1 | $3.2M | 42k | 77.89 | |
| Eagle Materials (EXP) | 2.0 | $3.2M | 17k | 189.45 | |
| Netflix (NFLX) | 1.8 | $2.8M | 29k | 96.15 | |
| Waste Connections (WCN) | 1.5 | $2.4M | 15k | 162.44 | |
| Onto Innovation (ONTO) | 1.5 | $2.4M | 12k | 205.07 | |
| Microchip Technology (MCHP) | 1.4 | $2.1M | 33k | 64.61 | |
| Fiserv (FISV) | 1.3 | $2.0M | 36k | 55.80 | |
| Dick's Sporting Goods (DKS) | 1.2 | $1.9M | 9.6k | 198.29 | |
| M/a (MTSI) | 1.2 | $1.9M | 8.5k | 222.07 | |
| Monday SHS (MNDY) | 1.0 | $1.6M | 24k | 69.11 | |
| Knowles (KN) | 1.0 | $1.6M | 63k | 25.68 | |
| Gitlab Class A Com (GTLB) | 0.7 | $1.2M | 54k | 21.64 | |
| Builders FirstSource (BLDR) | 0.5 | $790k | 9.6k | 82.33 | |
| Marten Transport (MRTN) | 0.4 | $595k | 45k | 13.13 | |
| Agora Ads (API) | 0.4 | $584k | 165k | 3.54 | |
| Omega Flex (OFLX) | 0.3 | $515k | 17k | 31.04 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $77k | 361.00 | 213.66 |
