HARVEST MANAGEMENT LLC

Institutional manager (13F) · CIK 1140315

13F holdings · as of 2026-03-31 · top 43 · reported portfolio $188M

#	Issuer	Value	Shares
1	ELECTRONIC ARTS INC	$37M	183,900
2	NORFOLK SOUTHN CORP	$21M	72,600
3	JANUS HENDERSON GROUP PLC	$16M	310,000
4	TERNS PHARMACEUTICALS INC	$14M	257,500
5	WARNER BROS DISCOVERY INC	$13M	457,300
6	HOLOGIC INC	$12M	163,300
7	SEALED AIR CORP NEW	$11M	269,100
8	CLEARWATER ANALYTICS HLDGS I	$11M	450,000
9	PENUMBRA INC	$6M	18,000
10	ARCELLX INC	$6M	50,000
11	TRI POINTE HOMES INC	$6M	120,000
12	AMICUS THERAPEUTIC	$4M	247,400
13	STELLAR BANCORP INC	$3M	88,000
14	CENTESSA PHARMACEUTICALS PLC	$3M	80,000
15	WEBSTER FINL CORP	$3M	43,500
16	APELLIS PHARMACEUTICALS INC	$3M	70,000
17	TWO HARBORS INVENTMENT CORPO	$2M	200,000
18	MASIMO CORP	$2M	11,000
19	SEMRUSH HLDGS INC	$2M	147,800
20	DAY ONE BIOPHARMACEUTICALS I	$2M	75,000
21	SKYWATER TECHNOLOGY INC	$1M	51,600
22	PEAKSTONE REALTY TRUST	$1M	50,000
23	THERMON GROUP HLDGS INC	$968k	19,200
24	REVOLUTION MEDICINES INC	$926k	9,524
25	UNIFIRST CORP MASS	$755k	3,000
26	CYTOKINETICS INC	$725k	11,000
27	BOEING CO	$697k	3,500
28	UDEMY INC	$596k	129,000
29	PARAMOUNT SKYDANCE CORP	$541k	60,000
30	LIONSGATE STUDIOS CORP	$527k	55,000
31	CECO ENVIRONMENTAL CORP	$477k	8,000
32	GEOPARK LTD	$475k	50,000
33	NVIDIA CORPORATION	$409k	2,347
34	KENNEDY-WILSON HOLDINGS INC	$372k	34,400
35	SUPERNUS PHARMACEUTICALS	$367k	7,100
36	WORTHINGTON STL INC	$364k	12,000
37	ALBERTSONS COS INC	$361k	21,200
38	SILICON MOTION TECHNOLOGY CO	$331k	2,950
39	VIAVI SOLUTIONS INC	$324k	9,747
40	SELECT MED HLDGS CORP	$321k	19,700
41	UNITED RENTALS INC	$277k	380
42	ANALOG DEVICES INC	$217k	681
43	LUMEN TECHNOLOGIES INC	$87k	12,540

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.