Filed: 8/12/2026ACC: 0000897069-26-001633
📋 What this filing means
HARBER ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $166.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$166.41M
Total AUM (reported)
2.92M
Total Shares
Allocation by class
COM$125.33M75.3%
CL A$18.04M10.8%
COM CL A$8.83M5.3%
ORD SHS$4.69M2.8%
SPON ADR$4.18M2.5%
SHS CLASS A$3.31M2.0%
ADS$2.02M1.2%
Portfolio Concentration
Top 3$28.78M17.3%
4–10$42.54M25.6%
11–25$62.22M37.4%
Rest$32.87M19.8%
Top 3 weight
17.3%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.92M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
2.92M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other39
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings39
Rows:
MARVELL TECHNOLOGY INC
DFNDShares42.20K
TypeSH
Market value$12.57M
7.55%
Sole
0.00
Shared
42.20K
None
0.00
VISA INC
DFNDShares25.75K
TypeSH
Market value$8.83M
5.31%
Sole
0.00
Shared
25.75K
None
0.00
NVIDIA CORPORATION
DFNDShares36.86K
TypeSH
Market value$7.38M
4.43%
Sole
0.00
Shared
36.86K
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares17.32K
TypeSH
Market value$7.20M
4.33%
Sole
0.00
Shared
17.32K
None
0.00
ATLASSIAN CORPORATION
DFNDShares84.53K
TypeSH
Market value$6.58M
3.95%
Sole
0.00
Shared
84.53K
None
0.00
AMAZON COM INC
DFNDShares26.97K
TypeSH
Market value$6.43M
3.86%
Sole
0.00
Shared
26.97K
None
0.00
D R HORTON INC
DFNDShares38.32K
TypeSH
Market value$6.24M
3.75%
Sole
0.00
Shared
38.32K
None
0.00
AMERICAN TOWER CORP
DFNDShares35.23K
TypeSH
Market value$5.76M
3.46%
Sole
0.00
Shared
35.23K
None
0.00
ONTO INNOVATION INC
DFNDShares13.76K
TypeSH
Market value$5.21M
3.13%
Sole
0.00
Shared
13.76K
None
0.00
SERVICENOW INC
DFNDShares51.67K
TypeSH
Market value$5.13M
3.08%
Sole
0.00
Shared
51.67K
None
0.00
HCA HEALTHCARE INC
DFNDShares12.93K
TypeSH
Market value$5.04M
3.03%
Sole
0.00
Shared
12.93K
None
0.00
OKTA INC
DFNDShares35.79K
TypeSH
Market value$4.88M
2.93%
Sole
0.00
Shared
35.79K
None
0.00
WEAVE COMMUNICATIONS INC
DFNDShares785.69K
TypeSH
Market value$4.71M
2.83%
Sole
0.00
Shared
785.69K
None
0.00
DOLE PLC
DFNDShares341.59K
TypeSH
Market value$4.69M
2.82%
Sole
0.00
Shared
341.59K
None
0.00
OLD DOMINION FREIGHT LINE IN
DFNDShares21.29K
TypeSH
Market value$4.61M
2.77%
Sole
0.00
Shared
21.29K
None
0.00
INTUIT
DFNDShares16.96K
TypeSH
Market value$4.43M
2.66%
Sole
0.00
Shared
16.96K
None
0.00
DOLLAR GEN CORP
DFNDShares36.45K
TypeSH
Market value$4.20M
2.52%
Sole
0.00
Shared
36.45K
None
0.00
SAP SE
DFNDShares27.15K
TypeSH
Market value$4.18M
2.51%
Sole
0.00
Shared
27.15K
None
0.00
WASTE CONNECTIONS INC
DFNDShares24.59K
TypeSH
Market value$4.10M
2.46%
Sole
0.00
Shared
24.59K
None
0.00
MKS INC.
DFNDShares9.10K
TypeSH
Market value$4.05M
2.43%
Sole
0.00
Shared
9.10K
None
0.00
APPIAN CORP
DFNDShares168.30K
TypeSH
Market value$3.85M
2.32%
Sole
0.00
Shared
168.30K
None
0.00
FISERV INC
DFNDShares70.45K
TypeSH
Market value$3.46M
2.08%
Sole
0.00
Shared
70.45K
None
0.00
ANALOG DEVICES INC
DFNDShares8.55K
TypeSH
Market value$3.40M
2.04%
Sole
0.00
Shared
8.55K
None
0.00
HOME DEPOT INC
DFNDShares9.42K
TypeSH
Market value$3.32M
2.00%
Sole
0.00
Shared
9.42K
None
0.00
ACCENTURE PLC IRELAND
DFNDShares26.58K
TypeSH
Market value$3.31M
1.99%
Sole
0.00
Shared
26.58K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARVELL TECHNOLOGY INCDFND | COM | 42.20K | SH | $12.57M 7.55% | 0.00 | 42.20K | 0.00 |
VISA INCDFND | COM CL A | 25.75K | SH | $8.83M 5.31% | 0.00 | 25.75K | 0.00 |
NVIDIA CORPORATIONDFND | COM | 36.86K | SH | $7.38M 4.43% | 0.00 | 36.86K | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 17.32K | SH | $7.20M 4.33% | 0.00 | 17.32K | 0.00 |
ATLASSIAN CORPORATIONDFND | CL A | 84.53K | SH | $6.58M 3.95% | 0.00 | 84.53K | 0.00 |
AMAZON COM INCDFND | COM | 26.97K | SH | $6.43M 3.86% | 0.00 | 26.97K | 0.00 |
D R HORTON INCDFND | COM | 38.32K | SH | $6.24M 3.75% | 0.00 | 38.32K | 0.00 |
AMERICAN TOWER CORPDFND | COM | 35.23K | SH | $5.76M 3.46% | 0.00 | 35.23K | 0.00 |
ONTO INNOVATION INCDFND | COM | 13.76K | SH | $5.21M 3.13% | 0.00 | 13.76K | 0.00 |
SERVICENOW INCDFND | COM | 51.67K | SH | $5.13M 3.08% | 0.00 | 51.67K | 0.00 |
HCA HEALTHCARE INCDFND | COM | 12.93K | SH | $5.04M 3.03% | 0.00 | 12.93K | 0.00 |
OKTA INCDFND | CL A | 35.79K | SH | $4.88M 2.93% | 0.00 | 35.79K | 0.00 |
WEAVE COMMUNICATIONS INCDFND | COM | 785.69K | SH | $4.71M 2.83% | 0.00 | 785.69K | 0.00 |
DOLE PLCDFND | ORD SHS | 341.59K | SH | $4.69M 2.82% | 0.00 | 341.59K | 0.00 |
OLD DOMINION FREIGHT LINE INDFND | COM | 21.29K | SH | $4.61M 2.77% | 0.00 | 21.29K | 0.00 |
INTUITDFND | COM | 16.96K | SH | $4.43M 2.66% | 0.00 | 16.96K | 0.00 |
DOLLAR GEN CORPDFND | COM | 36.45K | SH | $4.20M 2.52% | 0.00 | 36.45K | 0.00 |
SAP SEDFND | SPON ADR | 27.15K | SH | $4.18M 2.51% | 0.00 | 27.15K | 0.00 |
WASTE CONNECTIONS INCDFND | COM | 24.59K | SH | $4.10M 2.46% | 0.00 | 24.59K | 0.00 |
MKS INC.DFND | COM | 9.10K | SH | $4.05M 2.43% | 0.00 | 9.10K | 0.00 |
APPIAN CORPDFND | CL A | 168.30K | SH | $3.85M 2.32% | 0.00 | 168.30K | 0.00 |
FISERV INCDFND | COM | 70.45K | SH | $3.46M 2.08% | 0.00 | 70.45K | 0.00 |
ANALOG DEVICES INCDFND | COM | 8.55K | SH | $3.40M 2.04% | 0.00 | 8.55K | 0.00 |
HOME DEPOT INCDFND | COM | 9.42K | SH | $3.32M 2.00% | 0.00 | 9.42K | 0.00 |
ACCENTURE PLC IRELANDDFND | SHS CLASS A | 26.58K | SH | $3.31M 1.99% | 0.00 | 26.58K | 0.00 |
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