The Analysis of HARBER ASSET MANAGEMENT LLC's Holdings
Currently, HARBER ASSET MANAGEMENT LLC holds 32 types of securities in its portfolio with a total value $238.5M. In the most recent quarter, they have increased their positions in N/A (+56.1K shares, valued at $9.1M), NOW (+38.8K shares, valued at $5.9M), FI (+73.2K shares, valued at $4.9M); decreased their positions in DLTR (-84.8K shares, valued at $10.4M), N/A (-49.0K shares, valued at $8.4M), APPN (-172.4K shares, valued at $6.1M); initiated new positions in N/A (+56.1K shares, valued at $9.1M), NOW (+38.8K shares, valued at $5.9M), VRNS (+139.4K shares, valued at $4.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OKTA OKTA INC167.1K shares4.49%2025-12-312026-02-13
V VISA INC30.7K shares-5.02%2025-12-312026-02-13 FI FISERV INC157.9K shares86.36%2025-12-312026-02-13 AMZN AMAZON COM INC42.7K shares94.59%2025-12-312026-02-13 PEGA PEGASYSTEMS INC161.4K shares-15.16%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC28.3K shares-14.83%2025-12-312026-02-13 DOLE DOLE PLC612.4K shares-18.12%2025-12-312026-02-13 NVDA NVIDIA CORPORATION48.8K shares4.00%2025-12-312026-02-13 DHI D R HORTON INC62.1K shares8.87%2025-12-312026-02-13 ADBE ADOBE INC25.2K shares-10.83%2025-12-312026-02-13 ODFL OLD DOMINION FREIGHT LINE IN55.9K shares50.21%2025-12-312026-02-13 GTM ZOOMINFO TECHNOLOGIES INC853.3K shares-5.02%2025-12-312026-02-13 MKSI MKS INC.52.5K shares-23.06%2025-12-312026-02-13 AMT AMERICAN TOWER CORP NEW45.8K shares17.11%2025-12-312026-02-13 GEO GEO GROUP INC NEW480.1K shares71.21%2025-12-312026-02-13 TXN TEXAS INSTRS INC42.8K shares-20.13%2025-12-312026-02-13 DLTR DOLLAR TREE INC59.1K shares-58.93%2025-12-312026-02-13 BABA ALIBABA GROUP HLDG LTD47.1K shares0.00%2025-12-312026-02-13 APPN APPIAN CORP189.5K shares-47.64%2025-12-312026-02-13 MCHP MICROCHIP TECHNOLOGY INC.100.1K shares9.87%2025-12-312026-02-13 NOW SERVICENOW INC38.8K sharesnew addition2025-12-312026-02-13 MTSI MACOM TECH SOLUTIONS HLDGS I28.2K shares-17.77%2025-12-312026-02-13 VRNS VARONIS SYS INC139.4K sharesnew addition2025-12-312026-02-13 EXP EAGLE MATLS INC20.5K shares9.27%2025-12-312026-02-13 CHTR CHARTER COMMUNICATIONS INC N19.6K sharesnew addition2025-12-312026-02-13 ENTG ENTEGRIS INC47.0K shares-23.09%2025-12-312026-02-13 NXPI NXP SEMICONDUCTORS N V17.0K sharesnew addition2025-12-312026-02-13 UBER UBER TECHNOLOGIES INC36.3K shares0.00%2025-12-312026-02-13 API AGORA INC501.9K shares-5.02%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available