Sponsored

The Analysis of HARBER ASSET MANAGEMENT LLC's Holdings & P&L

Currently, HARBER ASSET MANAGEMENT LLC holds 41 types of securities in its portfolio with a total value $156.4M. In the most recent quarter, they have increased their positions in INTU (+15.1K shares, valued at $6.5M), CRM (+32.7K shares, valued at $6.1M), SAP (+31.3K shares, valued at $5.4M); decreased their positions in N/A (-48.2K shares, valued at $10.3M), OKTA (-106.5K shares, valued at $8.4M), FI (-121.6K shares, valued at $6.8M); initiated new positions in INTU (+15.1K shares, valued at $6.5M), CRM (+32.7K shares, valued at $6.1M), SAP (+31.3K shares, valued at $5.4M).

1M P&L

+9.8M+4.68%

3M P&L

+16.0M+7.87%

HY P&L

+26.9M+13.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application38.1M

17.9%

2Semiconductors31.4M

14.7%

3Software - Infrastructure25.7M

12.1%

Top Industries by Stock Count

1Software - Application6 stocks

20.7%

2Semiconductors5 stocks

17.2%

3Software - Infrastructure3 stocks

10.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NOW SERVICENOW INC82.1K shares111.70%2026-03-312026-05-15

MKSI MKS INC.34.2K shares-34.85%2026-03-312026-05-15

ATLASSIAN CORPORATION ATLASSIAN CORPORATION98.0K shares74.76%2026-03-312026-05-15

V VISA INC21.8K shares-29.19%2026-03-312026-05-15

INTU INTUIT15.1K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC32.7K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION34.6K shares-29.01%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC59.1K shares-34.82%2026-03-312026-05-15

Sponsored

TXN TEXAS INSTRS INC29.1K shares-32.09%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN27.6K shares-50.53%2026-03-312026-05-15

SAP SAP SE31.3K sharesnew addition2026-03-312026-05-15

AMT AMERICAN TOWER CORP30.2K shares-34.16%2026-03-312026-05-15

DHI D R HORTON INC37.4K shares-39.73%2026-03-312026-05-15

WDAY WORKDAY INC36.9K sharesnew addition2026-03-312026-05-15

OKTA OKTA INC60.6K shares-63.71%2026-03-312026-05-15

DOLE DOLE PLC333.8K shares-45.50%2026-03-312026-05-15

Sponsored

GEO GEO GROUP INC267.0K shares-44.39%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC16.4K shares-42.19%2026-03-312026-05-15

PEGA PEGASYSTEMS INC103.6K shares-35.84%2026-03-312026-05-15

AMZN AMAZON COM INC20.9K shares-51.03%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND19.9K sharesnew addition2026-03-312026-05-15

APPN APPIAN CORP147.4K shares-22.18%2026-03-312026-05-15

ENTG ENTEGRIS INC30.0K shares-36.18%2026-03-312026-05-15

WEAV WEAVE COMMUNICATIONS INC735.8K sharesnew addition2026-03-312026-05-15

Sponsored

CVLT COMMVAULT SYS INC41.7K sharesnew addition2026-03-312026-05-15

EXP EAGLE MATLS INC16.8K shares-18.24%2026-03-312026-05-15

NFLX NETFLIX INC.29.3K sharesnew addition2026-03-312026-05-15

WCN WASTE CONNECTIONS INC14.9K sharesnew addition2026-03-312026-05-15

ONTO ONTO INNOVATION INC11.5K sharesnew addition2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.33.0K shares-67.07%2026-03-312026-05-15

FI FISERV INC36.2K shares-77.05%2026-03-312026-05-15

DKS DICKS SPORTING GOODS INC9.6K sharesnew addition2026-03-312026-05-15

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I8.5K shares-69.85%2026-03-312026-05-15

MNDY MONDAY COM LTD23.5K sharesnew addition2026-03-312026-05-15

KN KNOWLES CORP62.8K sharesnew addition2026-03-312026-05-15

GTLB GITLAB INC54.0K sharesnew addition2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC9.6K sharesnew addition2026-03-312026-05-15

MRTN MARTEN TRANS LTD45.3K sharesnew addition2026-03-312026-05-15

API AGORA INC164.9K shares-67.15%2026-03-312026-05-15

OFLX OMEGA FLEX INC16.6K sharesnew addition2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP361 shares-99.26%2026-03-312026-05-15

NOW

SERVICENOW INC

111.70%

Shares82.1K

Event2026-03-31

Filed2026-05-15

MKSI

MKS INC.

-34.85%

Shares34.2K

Event2026-03-31

Filed2026-05-15

ATLASSIAN CORPORATION

74.76%

Shares98.0K

Event2026-03-31

Filed2026-05-15

VISA INC

-29.19%

Shares21.8K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

New

Shares15.1K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

New

Shares32.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-29.01%

Shares34.6K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

-34.82%

Shares59.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-32.09%

Shares29.1K

Event2026-03-31

Filed2026-05-15

ODFL

OLD DOMINION FREIGHT LINE IN

-50.53%

Shares27.6K

Event2026-03-31

Filed2026-05-15

SAP

SAP SE

New

Shares31.3K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

-34.16%

Shares30.2K

Event2026-03-31

Filed2026-05-15

DHI

D R HORTON INC

-39.73%

Shares37.4K

Event2026-03-31

Filed2026-05-15

WDAY

WORKDAY INC

New

Shares36.9K

Event2026-03-31

Filed2026-05-15

OKTA

OKTA INC

-63.71%

Shares60.6K

Event2026-03-31

Filed2026-05-15

DOLE

DOLE PLC

-45.50%

Shares333.8K

Event2026-03-31

Filed2026-05-15

GEO

GEO GROUP INC

-44.39%

Shares267.0K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-42.19%

Shares16.4K

Event2026-03-31

Filed2026-05-15

PEGA

PEGASYSTEMS INC

-35.84%

Shares103.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-51.03%

Shares20.9K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

New

Shares19.9K

Event2026-03-31

Filed2026-05-15

APPN

APPIAN CORP

-22.18%

Shares147.4K

Event2026-03-31

Filed2026-05-15

ENTG

ENTEGRIS INC

-36.18%

Shares30.0K

Event2026-03-31

Filed2026-05-15

WEAV

WEAVE COMMUNICATIONS INC

New

Shares735.8K

Event2026-03-31

Filed2026-05-15

CVLT

COMMVAULT SYS INC

New

Shares41.7K

Event2026-03-31

Filed2026-05-15

EXP

EAGLE MATLS INC

-18.24%

Shares16.8K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

New

Shares29.3K

Event2026-03-31

Filed2026-05-15

WCN

WASTE CONNECTIONS INC

New

Shares14.9K

Event2026-03-31

Filed2026-05-15

ONTO

ONTO INNOVATION INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-15

MCHP

MICROCHIP TECHNOLOGY INC.

-67.07%

Shares33.0K

Event2026-03-31

Filed2026-05-15

FISERV INC

-77.05%

Shares36.2K

Event2026-03-31

Filed2026-05-15

DKS

DICKS SPORTING GOODS INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-15

MTSI

MACOM TECH SOLUTIONS HLDGS I

-69.85%

Shares8.5K

Event2026-03-31

Filed2026-05-15

MNDY

MONDAY COM LTD

New

Shares23.5K

Event2026-03-31

Filed2026-05-15

KNOWLES CORP

New

Shares62.8K

Event2026-03-31

Filed2026-05-15

GTLB

GITLAB INC

New

Shares54.0K

Event2026-03-31

Filed2026-05-15

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-15

MRTN

MARTEN TRANS LTD

New

Shares45.3K

Event2026-03-31

Filed2026-05-15

API

AGORA INC

-67.15%

Shares164.9K

Event2026-03-31

Filed2026-05-15

OFLX

OMEGA FLEX INC

New

Shares16.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-99.26%

Shares361

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available