StockDriftsStockDriftsTop 39 Harber Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | 7.55% | 42.2K | $12.6M | -28.65%(-16.94K) | $77.05(+204.40%) | 2026-06-30 | |
| V | VISA INC | 5.31% | 25.8K | $8.8M | +18.32%(+3.99K) | $278.69(+29.87%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.43% | 36.9K | $7.4M | +6.40%(+2.22K) | $64.21(+252.07%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.33% | 17.3K | $7.2M | +5.84%(+956) | $409.85(-3.26%) | 2026-06-30 | |
| TEAM | ATLASSIAN CORPORATION | 3.95% | 84.5K | $6.6M | -13.77%(-13.49K) | $141.36(+14.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.86% | 27.0K | $6.4M | +29.07%(+6.08K) | $221.67(+18.44%) | 2026-06-30 | |
| DHI | D R HORTON INC | 3.75% | 38.3K | $6.2M | +2.35%(+878) | $130.25(+14.25%) | 2026-06-30 | |
| AMT | AMERICAN TOWER CORP | 3.46% | 35.2K | $5.8M | +16.74%(+5.05K) | $190.45(-9.10%) | 2026-06-30 | |
| ONTO | ONTO INNOVATION INC | 3.13% | 13.8K | $5.2M | +19.21%(+2.22K) | $197.97(+64.17%) | 2026-06-30 | |
| NOW | SERVICENOW INC | 3.08% | 51.7K | $5.1M | -37.09%(-30.46K) | $147.65(-19.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.71% | +67.30% | +11.61% | +73.21% |
| Top 20 Holdings Unweighted | +20.72% | +75.93% | +13.29% | +86.64% |
Harber Asset Management LLC reports $166.41M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are MRVL (7.5%), V (5.3%) and NVDA (4.4%). The top 20 holdings account for 69.81% of reported assets. Its disclosed equity book has returned +67.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harber Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387921). View Harber Asset Management LLC’s 13F filings on SEC