Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harber Asset Management LLC (CIK 1387921) reported $156.4M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NOW ($8.6M, 5.49%), MKSI ($7.9M, 5.03%), TEAM ($6.7M, 4.28%), V ($6.6M, 4.21%), INTU ($6.5M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | $8.6M | 5.49% | 82,138 | Added |
| 2 | MKSI | MKS INC. | $7.9M | 5.03% | 34,230 | Trimmed |
| 3 | TEAM | ATLASSIAN CORPORATION | $6.7M | 4.28% | 98,029 | Added |
| 4 | V | VISA INC | $6.6M | 4.21% | 21,763 | Trimmed |
| 5 | INTU | INTUIT | $6.5M | 4.17% | 15,086 | New |
| 6 | CRM | SALESFORCE INC | $6.1M | 3.90% | 32,668 | New |
| 7 | NVDA | NVIDIA CORPORATION | $6.0M | 3.86% | 34,643 | Trimmed |
| 8 | MRVL | MARVELL TECHNOLOGY INC | $5.9M | 3.75% | 59,144 | Trimmed |
| 9 | TXN | TEXAS INSTRS INC | $5.6M | 3.61% | 29,088 | Trimmed |
| 10 | ODFL | OLD DOMINION FREIGHT LINE IN | $5.4M | 3.45% | 27,646 | Trimmed |
| 11 | SAP | SAP SE | $5.4M | 3.42% | 31,268 | New |
| 12 | AMT | AMERICAN TOWER CORP | $5.2M | 3.33% | 30,176 | Trimmed |
| 13 | DHI | D R HORTON INC | $5.1M | 3.29% | 37,438 | Trimmed |
| 14 | WDAY | WORKDAY INC | $4.8M | 3.07% | 36,943 | New |
| 15 | DOLE | DOLE PLC | $4.8M | 3.05% | 333,762 | Trimmed |
| 16 | OKTA | OKTA INC | $4.8M | 3.05% | 60,640 | Trimmed |
| 17 | GEO | GEO GROUP INC | $4.5M | 2.87% | 266,993 | Trimmed |
| 18 | UNH | UNITEDHEALTH GROUP INC | $4.4M | 2.83% | 16,361 | Trimmed |
| 19 | PEGA | PEGASYSTEMS INC | $4.4M | 2.82% | 103,559 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $4.4M | 2.78% | 20,895 | Trimmed |
| 21 | ACN | ACCENTURE PLC IRELAND | $3.9M | 2.53% | 19,913 | New |
| 22 | APPN | APPIAN CORP | $3.6M | 2.27% | 147,426 | Trimmed |
| 23 | ENTG | ENTEGRIS INC | $3.5M | 2.25% | 30,024 | Trimmed |
| 24 | WEAV | WEAVE COMMUNICATIONS INC | $3.4M | 2.17% | 735,795 | New |
| 25 | CVLT | COMMVAULT SYS INC | $3.2M | 2.08% | 41,677 | New |
Source: SEC Form 13F filings · as of 2026-03-31