Harber Asset Management
Harber Asset Management reported 39 stocks worth $166M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MRVL (7.5%), V (5.3%) and NVDA (4.4%). Compared with Q1 2026, the fund opened new positions in HCA, DG and ADI, added to V, NVDA and UNH, trimmed MRVL, TEAM and NOW and sold out of CRM, TXN and CVLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MRVL Marvell Technology Inc | $12.6M | 7.5% | 42K | −17K (−29%) | 5 of 8 | |
| 2 |  V Visa Inc | $8.8M | 5.3% | 26K | +3,987 (+18%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $7.4M | 4.4% | 37K | +2,218 (+6%) | 5 of 8 | |
| 4 |  UNH Unitedhealth Group Inc | $7.2M | 4.3% | 17K | +956 (+6%) | 5 of 8 | |
| 5 |  TEAM Atlassian Corporation | $6.6M | 4.0% | 85K | −13K (−14%) | 3 of 8 | |
| 6 |  AMZN Amazon Com Inc | $6.4M | 3.9% | 27K | +6,075 (+29%) | 4 of 8 | |
| 7 |  DHI D R Horton Inc | $6.2M | 3.8% | 38K | +878 (+2%) | 5 of 8 | |
| 8 |  AMT American Tower Corp New | $5.8M | 3.5% | 35K | +5,050 (+17%) | 8 of 8 | |
| 9 |  ONTO Onto Innovation Inc | $5.2M | 3.1% | 14K | +2,217 (+19%) | 2 of 8 | |
| 10 |  NOW Servicenow Inc | $5.1M | 3.1% | 52K | −30K (−37%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CRM Salesforce Inc | $6.1M | 33K |
 TXN Texas Instrs Inc | $5.6M | 29K |
 CVLT Commvault Sys Inc | $3.2M | 42K |
 MCHP Microchip Technology Inc | $2.1M | 33K |
 DKS Dicks Sporting Goods Inc | $1.9M | 9,624 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Harber Asset Management 13F FAQ
What does Harber Asset Management own?
Harber Asset Management reported 39 stocks worth $166M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MRVL (7.5%), V (5.3%) and NVDA (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Harber Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 18 added to, 11 trimmed and 11 sold out. New positions include HCA, DG and ADI. It sold all of CRM, TXN and CVLT.
When will Harber Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Harber Asset Management's portfolio worth?
The Q2 2026 filing reports $166M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.