The Analysis of HARBER ASSET MANAGEMENT LLC's Holdings
Currently, HARBER ASSET MANAGEMENT LLC holds 40 types of securities in its portfolio with a total value $279.0M. In the most recent quarter, they have increased their positions in FI (+84.7K shares, valued at $10.9M), MRVL (+84.0K shares, valued at $7.1M), TDC (+264.7K shares, valued at $5.7M); decreased their positions in ENTG (-104.8K shares, valued at $9.7M), AMT (-49.1K shares, valued at $9.4M), MCHP (-123.1K shares, valued at $7.9M); initiated new positions in FI (+84.7K shares, valued at $10.9M), TDC (+264.7K shares, valued at $5.7M), ODFL (+37.2K shares, valued at $5.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OKTA OKTA INC159.9K shares6.00%2025-09-302025-11-14
DLTR DOLLAR TREE INC144.0K shares-25.07%2025-09-302025-11-14 LRCX LAM RESEARCH CORP97.6K shares-25.38%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC33.2K shares-8.93%2025-09-302025-11-14 APPN APPIAN CORP361.8K shares1.81%2025-09-302025-11-14 V VISA INC32.4K shares-25.49%2025-09-302025-11-14 PEGA PEGASYSTEMS INC190.2K shares-16.67%2025-09-302025-11-14 FI FISERV INC84.7K sharesnew addition2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC126.2K shares198.94%2025-09-302025-11-14 DOLE DOLE PLC747.9K shares-9.76%2025-09-302025-11-14 ADBE ADOBE INC28.3K shares-20.15%2025-09-302025-11-14 TXN TEXAS INSTRS INC53.6K shares18.32%2025-09-302025-11-14 GTM ZOOMINFO TECHNOLOGIES INC898.3K shares-17.34%2025-09-302025-11-14 DHI D R HORTON INC57.1K shares-23.55%2025-09-302025-11-14 NVDA NVIDIA CORPORATION46.9K shares-3.30%2025-09-302025-11-14 META META PLATFORMS INC11.6K shares-21.65%2025-09-302025-11-14 MKSI MKS INC.68.3K shares-28.87%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD47.1K shares-0.66%2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW39.1K shares-55.65%2025-09-302025-11-14 BLDR BUILDERS FIRSTSOURCE INC52.2K shares-0.63%2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC.91.1K shares-57.46%2025-09-302025-11-14 GEO GEO GROUP INC NEW280.4K shares54.58%2025-09-302025-11-14 TDC TERADATA CORP DEL264.7K sharesnew addition2025-09-302025-11-14 ENTG ENTEGRIS INC61.2K shares-63.14%2025-09-302025-11-14 ODFL OLD DOMINION FREIGHT LINE IN37.2K sharesnew addition2025-09-302025-11-14 AMZN AMAZON COM INC21.9K sharesnew addition2025-09-302025-11-14 EXP EAGLE MATLS INC18.8K sharesnew addition2025-09-302025-11-14 PYPL PAYPAL HLDGS INC64.1K shares-37.34%2025-09-302025-11-14 MTSI MACOM TECH SOLUTIONS HLDGS I34.3K sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC36.3K shares-0.65%2025-09-302025-11-14 BILL BILL HOLDINGS INC59.8K shares-70.71%2025-09-302025-11-14 CFLT CONFLUENT INC134.1K shares-50.04%2025-09-302025-11-14 FLYW FLYWIRE CORPORATION194.3K sharesnew addition2025-09-302025-11-14 COHR COHERENT CORP24.0K sharesnew addition2025-09-302025-11-14 LW LAMB WESTON HLDGS INC40.0K sharesnew addition2025-09-302025-11-14 CCOI COGENT COMMUNICATIONS HLDGS54.9K sharesnew addition2025-09-302025-11-14 AMBA AMBARELLA INC24.6K shares-41.14%2025-09-302025-11-14 API AGORA INC528.4K shares126.33%2025-09-302025-11-14 NTCT NETSCOUT SYS INC61.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available