Harber Asset Management as of June 30, 2026
Portfolio Holdings for Harber Asset Management
Harber Asset Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 7.6 | $13M | 42k | 297.89 | |
| Visa Com Cl A (V) | 5.3 | $8.8M | 26k | 343.09 | |
| NVIDIA Corporation (NVDA) | 4.4 | $7.4M | 37k | 200.09 | |
| UnitedHealth (UNH) | 4.3 | $7.2M | 17k | 415.63 | |
| Atlassian Corporation Cl A (TEAM) | 4.0 | $6.6M | 85k | 77.79 | |
| Amazon (AMZN) | 3.9 | $6.4M | 27k | 238.34 | |
| D.R. Horton (DHI) | 3.8 | $6.2M | 38k | 162.88 | |
| American Tower Reit (AMT) | 3.5 | $5.8M | 35k | 163.57 | |
| Onto Innovation (ONTO) | 3.1 | $5.2M | 14k | 378.45 | |
| Servicenow (NOW) | 3.1 | $5.1M | 52k | 99.28 | |
| Hca Holdings (HCA) | 3.0 | $5.0M | 13k | 389.89 | |
| Okta Cl A (OKTA) | 2.9 | $4.9M | 36k | 136.45 | |
| Weave Communications (WEAV) | 2.8 | $4.7M | 786k | 5.99 | |
| Dole Ord Shs (DOLE) | 2.8 | $4.7M | 342k | 13.72 | |
| Old Dominion Freight Line (ODFL) | 2.8 | $4.6M | 21k | 216.60 | |
| Intuit (INTU) | 2.7 | $4.4M | 17k | 261.00 | |
| Dollar General (DG) | 2.5 | $4.2M | 37k | 115.11 | |
| Sap Se Spon Adr (SAP) | 2.5 | $4.2M | 27k | 154.11 | |
| Waste Connections (WCN) | 2.5 | $4.1M | 25k | 166.69 | |
| MKS Instruments (MKSI) | 2.4 | $4.0M | 9.1k | 444.80 | |
| Appian Corp Cl A (APPN) | 2.3 | $3.9M | 168k | 22.90 | |
| Fiserv (FISV) | 2.1 | $3.5M | 71k | 49.05 | |
| Analog Devices (ADI) | 2.0 | $3.4M | 8.6k | 397.17 | |
| Home Depot (HD) | 2.0 | $3.3M | 9.4k | 352.68 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $3.3M | 27k | 124.44 | |
| Eagle Materials (EXP) | 2.0 | $3.3M | 15k | 225.00 | |
| M/a (MTSI) | 1.9 | $3.2M | 8.5k | 380.37 | |
| Netflix (NFLX) | 1.9 | $3.2M | 45k | 71.40 | |
| Pegasystems (PEGA) | 1.9 | $3.1M | 105k | 29.97 | |
| Workday Cl A (WDAY) | 1.6 | $2.7M | 22k | 122.42 | |
| Nxp Semiconductors N V (NXPI) | 1.6 | $2.6M | 9.2k | 281.03 | |
| Gentherm (THRM) | 1.5 | $2.4M | 71k | 34.11 | |
| Geo Group Inc/the reit (GEO) | 1.4 | $2.3M | 77k | 29.55 | |
| Agora Ads (API) | 1.2 | $2.0M | 506k | 3.99 | |
| Omega Flex (OFLX) | 1.2 | $2.0M | 64k | 31.39 | |
| Pool Corporation (POOL) | 1.2 | $2.0M | 9.4k | 214.90 | |
| Entegris (ENTG) | 1.1 | $1.8M | 10k | 179.86 | |
| Lululemon Athletica (LULU) | 0.7 | $1.2M | 11k | 114.18 | |
| Advanced Energy Industries (AEIS) | 0.6 | $932k | 2.5k | 372.87 |
