Harber Asset Management LLC
Asheville, NC · CIK 1387921 · 13F filing filed 2026-08-12
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbyAsheville, NC
$166.4m
reported value
+6.4% vs Q1 2026
39positions
42.9%in top 10
9 new
18 added
11 reduced
11 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MARVELL TECHNOLOGY INC MRVL | $12.6m7.55% | Reduced -16.9k |
| VISA INC V | $8.8m5.31% | Added +4.0k |
| NVIDIA CORPORATION NVDA | $7.4m4.43% | Added +2.2k |
| UNITEDHEALTH GROUP INC UNH | $7.2m4.33% | Added +956 |
| ATLASSIAN CORPORATION TEAM | $6.6m3.95% | Reduced -13.5k |
| AMAZON COM INC AMZN | $6.4m3.86% | Added +6.1k |
| D R HORTON INC DHI | $6.2m3.75% | Added +878 |
| AMERICAN TOWER CORP NEW AMT | $5.8m3.46% | Added +5.0k |
| ONTO INNOVATION INC ONTO | $5.2m3.13% | Added +2.2k |
| SERVICENOW INC NOW | $5.1m3.08% | Reduced -30.5k |
| HCA HEALTHCARE INC HCA | $5.0m3.03% | New |
| OKTA INC OKTA | $4.9m2.93% | Reduced -24.8k |
| WEAVE COMMUNICATIONS INC WEAV | $4.7m2.83% | Added +49.9k |
| DOLE PLC DOLE | $4.7m2.82% | Added +7.8k |
| OLD DOMINION FREIGHT LINE IN ODFL | $4.6m2.77% | Reduced -6.4k |
| INTUIT INTU | $4.4m2.66% | Added +1.9k |
| DOLLAR GEN CORP NEW DG | $4.2m2.52% | New |
| SAP SE SAP | $4.2m2.51% | Reduced -4.1k |
| WASTE CONNECTIONS INC WCN | $4.1m2.46% | Added +9.7k |
| MKS INC. MKSI | $4.0m2.43% | Reduced -25.1k |
| APPIAN CORP APPN | $3.9m2.32% | Added +20.9k |
| FISERV INC FISV | $3.5m2.08% | Added +34.2k |
| ANALOG DEVICES INC ADI | $3.4m2.04% | New |
| HOME DEPOT INC HD | $3.3m2.00% | New |
| ACCENTURE PLC IRELAND ACN | $3.3m1.99% | Added +6.7k |
| EAGLE MATLS INC EXP | $3.3m1.97% | Reduced -2.2k |
| MACOM TECH SOLUTIONS HLDGS I MTSI | $3.2m1.94% | Unchanged |
| NETFLIX INC NFLX | $3.2m1.94% | Added +16.0k |
| PEGASYSTEMS INC PEGA | $3.1m1.88% | Added +1.0k |
| WORKDAY INC WDAY | $2.7m1.64% | Reduced -14.7k |
| NXP SEMICONDUCTORS N V NXPI | $2.6m1.55% | New |
| GENTHERM INC THRM | $2.4m1.45% | New |
| GEO GROUP INC NEW GEO | $2.3m1.37% | Reduced -189.6k |
| AGORA INC API | $2.0m1.21% | Added +341.3k |
| OMEGA FLEX INC OFLX | $2.0m1.21% | Added +47.6k |
| POOL CORP POOL | $2.0m1.21% | New |
| ENTEGRIS INC ENTG | $1.8m1.08% | Reduced -20.0k |
| LULULEMON ATHLETICA INC LULU | $1.2m0.72% | New |
| ADVANCED ENERGY INDS AEIS | $932.2k0.56% | New |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| SALESFORCE INC CRM | $6.1m32.7k shares |
| TEXAS INSTRS INC TXN | $5.6m29.1k shares |
| COMMVAULT SYS INC CVLT | $3.2m41.7k shares |
| MICROCHIP TECHNOLOGY INC. MCHP | $2.1m33.0k shares |
| DICKS SPORTING GOODS INC DKS | $1.9m9.6k shares |
| MONDAY COM LTD MNDY | $1.6m23.5k shares |
| KNOWLES CORP KN | $1.6m62.8k shares |
| GITLAB INC GTLB | $1.2m54.0k shares |
| BUILDERS FIRSTSOURCE INC BLDR | $790.4k9.6k shares |
| MARTEN TRANS LTD MRTN | $595.3k45.3k shares |
| LAM RESEARCH CORP LRCX | $77.1k361 shares |