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Harber Asset Management Llc

Portfolio Manager
Harber Asset Management LLC
Performance
-7.42% (2026 Q1)
AUM (13F)
$156.37M
# of Holdings
41
Performance Rank
Allocation (Top 20)
72.26%

Harber Asset Management Llc Holdings Map

Top 41 Harber Asset Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NOW
SERVICENOW INC
5.49%82.1K$8.6M
+111.70%(+43.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 38.8K shares2026-Q1: 82.1K shares
$147.65(-35.61%)
2026-03-31
MKSI
MKS INC.
5.03%34.2K$7.9M
-34.85%(-18.31K)
2025-Q1: 82.1K shares2025-Q2: 96.0K shares2025-Q3: 68.3K shares2025-Q4: 52.5K shares2026-Q1: 34.2K shares
$92.01(+229.49%)
2026-03-31
TEAM
ATLASSIAN CORPORATION
4.28%98.0K$6.7M
+74.76%(+41.94K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 56.1K shares2026-Q1: 98.0K shares
$141.36(-38.13%)
2026-03-31
V
VISA INC
4.21%21.8K$6.6M
-29.19%(-8.97K)
2025-Q1: 43.1K shares2025-Q2: 43.4K shares2025-Q3: 32.4K shares2025-Q4: 30.7K shares2026-Q1: 21.8K shares
$270.89(+20.25%)
2026-03-31
INTU
INTUIT
4.17%15.1K$6.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 15.1K shares
$547.40(-28.21%)
2026-03-31
CRM
SALESFORCE INC
3.9%32.7K$6.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 32.7K shares
$225.79(-23.15%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.86%34.6K$6.0M
-29.01%(-14.16K)
2025-Q1: 0 shares2025-Q2: 48.5K shares2025-Q3: 46.9K shares2025-Q4: 48.8K shares2026-Q1: 34.6K shares
$56.63(+297.89%)
2026-03-31
MRVL
MARVELL TECHNOLOGY INC
3.75%59.1K$5.9M
-34.82%(-31.60K)
2025-Q1: 0 shares2025-Q2: 42.2K shares2025-Q3: 126.2K shares2025-Q4: 90.7K shares2026-Q1: 59.1K shares
$77.05(+129.58%)
2026-03-31
TXN
TEXAS INSTRS INC
3.61%29.1K$5.6M
-32.09%(-13.74K)
2025-Q1: 0 shares2025-Q2: 45.3K shares2025-Q3: 53.6K shares2025-Q4: 42.8K shares2026-Q1: 29.1K shares
$192.55(+57.22%)
2026-03-31
ODFL
OLD DOMINION FREIGHT LINE IN
3.45%27.6K$5.4M
-50.53%(-28.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 37.2K shares2025-Q4: 55.9K shares2026-Q1: 27.6K shares
$150.62(+34.86%)
2026-03-31

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