Harber Asset Management LLC 13F Holdings

CIK 0001387921 · Asheville, NC

As of Sep 30, 2025, Harber Asset Management LLC reported 40 positions worth $279.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
OKTA INCOKTATechnology159,924 4.7M5.26%
DOLLAR TREE INCDLTRConsumer Defensive143,968 3.6M4.87%
LAM RESEARCH CORPLRCXTechnology97,606 3.1M4.68%
UNITEDHEALTH GROUP INCUNHHealthcare33,227 1.5M4.11%
APPIAN CORPAPPNTechnology361,824 1.1M3.96%
VISA INC-CLASS A SHARESVFinancial Services32,357 1.0M3.96%
PEGASYSTEMS INCPEGATechnology190,239 0.9M3.92%
FISERV INCFISVTechnology84,701 0.9M3.91%
MARVELL TECHNOLOGY INCMRVLTechnology126,218 0.6M3.80%
DOLE PLCDOLEConsumer Defensive747,883 0.1M3.60%
ADOBE INCADBETechnology28,276 0.0M3.57%
TEXAS INSTRUMENTS INCTXNTechnology53,628$9.9M3.53%
ZOOMINFO TECHNOLOGIES INCGTMTechnology898,336$9.8M3.51%
HORTON D R INCDHIConsumer Cyclical57,053$9.7M3.47%
NVIDIA CORPNVDATechnology46,924$8.8M3.14%
META PLATFORMS INCMETACommunication Services11,590$8.5M3.05%
MKS INCMKSITechnology68,289$8.5M3.03%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical47,127$8.4M3.02%
AMERICAN TOWER CORPAMTReal Estate39,136$7.5M2.70%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials52,196$6.3M2.27%
MICROCHIP TECHNOLOGY INCMCHPTechnology91,090$5.8M2.10%
GEO GROUP INCGEOIndustrials280,437$5.7M2.06%
TERADATA CORPTDCTechnology264,745$5.7M2.04%
ENTEGRIS INCENTGTechnology61,171$5.7M2.03%
OLD DOMINION FREIGHT LINE INCODFLIndustrials37,204$5.2M1.88%