Universe · entity
HARBER ASSET MANAGEMENT LLC
Institutional manager (13F) · CIK 1387921
13F holdings · as of 2026-03-31 · top 41 · reported portfolio $156M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SERVICENOW INC | $9M | 82,138 |
| 2 | MKS INC. | $8M | 34,230 |
| 3 | ATLASSIAN CORPORATION | $7M | 98,029 |
| 4 | VISA INC | $7M | 21,763 |
| 5 | INTUIT | $7M | 15,086 |
| 6 | SALESFORCE INC | $6M | 32,668 |
| 7 | NVIDIA CORPORATION | $6M | 34,643 |
| 8 | MARVELL TECHNOLOGY INC | $6M | 59,144 |
| 9 | TEXAS INSTRS INC | $6M | 29,088 |
| 10 | OLD DOMINION FREIGHT LINE IN | $5M | 27,646 |
| 11 | SAP SE | $5M | 31,268 |
| 12 | AMERICAN TOWER CORP | $5M | 30,176 |
| 13 | D R HORTON INC | $5M | 37,438 |
| 14 | WORKDAY INC | $5M | 36,943 |
| 15 | OKTA INC | $5M | 60,640 |
| 16 | DOLE PLC | $5M | 333,762 |
| 17 | GEO GROUP INC | $4M | 266,993 |
| 18 | UNITEDHEALTH GROUP INC | $4M | 16,361 |
| 19 | PEGASYSTEMS INC | $4M | 103,559 |
| 20 | AMAZON COM INC | $4M | 20,895 |
| 21 | ACCENTURE PLC IRELAND | $4M | 19,913 |
| 22 | APPIAN CORP | $4M | 147,426 |
| 23 | ENTEGRIS INC | $4M | 30,024 |
| 24 | WEAVE COMMUNICATIONS INC | $3M | 735,795 |
| 25 | COMMVAULT SYS INC | $3M | 41,677 |
| 26 | EAGLE MATLS INC | $3M | 16,756 |
| 27 | NETFLIX INC. | $3M | 29,287 |
| 28 | WASTE CONNECTIONS INC | $2M | 14,881 |
| 29 | ONTO INNOVATION INC | $2M | 11,540 |
| 30 | MICROCHIP TECHNOLOGY INC. | $2M | 32,958 |
| 31 | FISERV INC | $2M | 36,224 |
| 32 | DICKS SPORTING GOODS INC | $2M | 9,624 |
| 33 | MACOM TECH SOLUTIONS HLDGS I | $2M | 8,500 |
| 34 | MONDAY COM LTD | $2M | 23,527 |
| 35 | KNOWLES CORP | $2M | 62,818 |
| 36 | GITLAB INC | $1M | 54,000 |
| 37 | BUILDERS FIRSTSOURCE INC | $790k | 9,600 |
| 38 | MARTEN TRANS LTD | $595k | 45,342 |
| 39 | AGORA INC | $584k | 164,869 |
| 40 | OMEGA FLEX INC | $515k | 16,588 |
| 41 | LAM RESEARCH CORP | $77k | 361 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.