Harvest Management

Harvest Management as of March 31, 2026

Portfolio Holdings for Harvest Management

Harvest Management holds 49 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
Electronic Arts (EA) 18.2 $38M 184k 203.87
Warner Bros Discovery Com Ser A (WBD) 11.2 $23M 842k 27.46
Norfolk Southern (NSC) 10.1 $21M 73k 287.00
Janus Henderson Group Ord Shs (JHG) 8.0 $16M 320k 51.37
Terns Pharmaceuticals (TERN) 6.6 $14M 258k 52.72
Hologic 6.0 $12M 163k 75.59
Sealed Air 5.5 $11M 269k 42.05
Clearwater Analytics Hldgs I Cl A (CWAN) 5.2 $11M 450k 23.65
Penumbra (PEN) 2.9 $5.9M 18k 328.37
Arcellx Common Stock (ACLX) 2.8 $5.7M 50k 114.82
Tri Pointe Homes (TPH) 2.7 $5.6M 120k 46.73
Amicus Therapeutics (FOLD) 1.7 $3.6M 247k 14.46
Stellar Bancorp Ord (STEL) 1.6 $3.2M 88k 36.61
Centessa Pharmaceuticals Sponsored Ads (CNTA) 1.5 $3.2M 80k 39.72
Webster Financial Corporation (WBS) 1.5 $3.0M 44k 69.42
Apellis Pharmaceuticals (APLS) 1.4 $2.8M 70k 40.23
Two Hbrs Invt Corp (TWO) 1.1 $2.3M 200k 11.42
Masimo Corporation (MASI) 0.9 $2.0M 11k 177.87
Revolution Medicines (RVMD) 0.9 $1.9M 19k 97.25
Semrush Hldgs Cl A Com (SEMR) 0.9 $1.8M 148k 11.94
Day One Biopharmaceuticals I (DAWN) 0.8 $1.6M 75k 21.44
UniFirst Corporation (UNF) 0.7 $1.5M 6.0k 251.59
Skywater Technology (SKYT) 0.7 $1.4M 52k 27.41
Boeing Company (BA) 0.7 $1.4M 7.0k 199.01
Brown Forman Corp CL B Call Option (BF.B) 0.6 $1.3M 50k 26.44
Boston Scientific Corporation Call Option (BSX) 0.5 $1.1M 17k 62.75
Peakstone Realty Trust Common Shares (PKST) 0.5 $1.0M 50k 20.89
Thermon Group Holdings (THR) 0.5 $968k 19k 50.40
Brighthouse Finl Put Option (BHF) 0.4 $802k 13k 59.88
Cytokinetics Com New (CYTK) 0.4 $725k 11k 65.91
Lauder Estee Cos Cl A Call Option (EL) 0.3 $718k 10k 71.77
Udemy (UDMY) 0.3 $596k 129k 4.62
Zim Integrated Shipping Serv SHS Put Option (ZIM) 0.3 $574k 22k 26.35
Paramount Skydance Corp Com Cl B (PSKY) 0.3 $541k 60k 9.02
Lionsgate Studios Corp (LION) 0.3 $528k 55k 9.59
Brink's Company Call Option (BCO) 0.3 $518k 5.0k 103.63
CECO Environmental (CECO) 0.2 $477k 8.0k 59.58
Geopark Usd Shs (GPRK) 0.2 $475k 50k 9.50
NVIDIA Corporation (NVDA) 0.2 $409k 2.3k 174.40
Kennedy-Wilson Holdings (KW) 0.2 $372k 34k 10.82
Supernus Pharmaceuticals (SUPN) 0.2 $367k 7.1k 51.69
Worthington Stl Com Shs (WS) 0.2 $364k 12k 30.35
Albertsons Cos Common Stock (ACI) 0.2 $361k 21k 17.04
Silicon Motion Technology Sponsored Adr (SIMO) 0.2 $331k 3.0k 112.29
Viavi Solutions Inc equities (VIAV) 0.2 $324k 9.7k 33.28
Select Medical Holdings Corporation (SEM) 0.2 $321k 20k 16.29
United Rentals (URI) 0.1 $277k 380.00 728.56
Analog Devices (ADI) 0.1 $217k 681.00 318.14
Lumen Technologies (LUMN) 0.0 $87k 13k 6.95