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.
Harbor Advisors LLC (CIK 1687156) reported $692.2M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EQIX ($234.5M, 33.88%), GOOGL ($41.9M, 6.05%), AAPL ($37.7M, 5.44%), AMZN ($31.9M, 4.61%), NVDA ($31.4M, 4.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EQIX | EQUINIX INC | $234.5M | 33.88% | 239,240 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $41.9M | 6.05% | 145,600 | Trimmed |
| 3 | AAPL | APPLE INC | $37.7M | 5.44% | 148,400 | Hold |
| 4 | AMZN | AMAZON COM INC | $31.9M | 4.61% | 153,200 | Hold |
| 5 | NVDA | NVIDIA CORPORATION | $31.4M | 4.54% | 180,000 | Hold |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | $24.4M | 3.52% | 499,800 | Hold |
| 7 | MU | MICRON TECHNOLOGY INC | $17.2M | 2.49% | 51,000 | Added |
| 8 | FTAI | FTAI AVIATION LTD | $14.0M | 2.02% | 57,000 | Hold |
| 9 | MA | MASTERCARD INCORPORATED | $13.0M | 1.88% | 26,000 | Hold |
| 10 | IBKR | INTERACTIVE BROKERS GROUP IN | $12.5M | 1.81% | 186,832 | Hold |
| 11 | MSFT | MICROSOFT CORP | $9.8M | 1.42% | 26,500 | Added |
| 12 | FERG | FERGUSON ENTERPRISES INC | $9.6M | 1.39% | 41,255 | Hold |
| 13 | META | META PLATFORMS INC | $7.9M | 1.14% | 13,800 | Hold |
| 14 | NTB | BANK OF N T BUTTERFIELD & SO | $7.6M | 1.10% | 144,908 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $7.1M | 1.03% | 24,148 | Hold |
| 16 | SPGI | S&P GLOBAL INC | $5.8M | 0.84% | 13,667 | Hold |
| 17 | PJT | PJT PARTNERS INC | $5.8M | 0.84% | 41,519 | Hold |
| 18 | GOOG | ALPHABET INC | $5.7M | 0.83% | 20,000 | Hold |
| 19 | NUE | NUCOR CORP | $4.7M | 0.68% | 27,992 | Hold |
| 20 | DLR | DIGITAL RLTY TR INC | $4.6M | 0.67% | 25,552 | Hold |
| 21 | EVR | EVERCORE INC | $4.5M | 0.65% | 15,000 | Hold |
| 22 | TMUS | T-MOBILE US INC | $4.3M | 0.63% | 20,650 | Hold |
| 23 | WMT | WALMART INC | $4.1M | 0.59% | 33,000 | Hold |
| 24 | BLK | BLACKROCK INC | $3.8M | 0.55% | 3,924 | Hold |
| 25 | EOG | EOG RES INC | $3.7M | 0.54% | 25,900 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31