Institutions / HARVEST MANAGEMENT LLC / Holdings
Back to HARVEST MANAGEMENT LLC

Harvest Management LLC

All holdings · as of Mar 31, 2026

43 positions

CompanyClassValueShares% of portfolio
ELECTRONIC ARTS INC.—$37.49M183,90019.9%
NORFOLK SOUTHERN CORP—$20.84M72,60011.1%
JANUS HENDERSON GROUP PLC—$15.92M310,0008.5%
Terns Pharmaceuticals, Inc.—$13.58M257,5007.2%
Warner Bros. Discovery, Inc.—$12.56M457,3006.7%
HOLOGIC INC—$12.34M163,3006.6%
Sealed Air Corp—$11.32M269,1006.0%
Clearwater Analytics Holdings, Inc.—$10.64M450,0005.7%
Penumbra Inc—$5.91M18,0003.1%
Arcellx, Inc.—$5.74M50,0003.1%
Tri Pointe Homes, Inc.—$5.61M120,0003.0%
AMICUS THERAPEUTICS INC—$3.58M247,4001.9%
Stellar Bancorp, Inc.—$3.22M88,0001.7%
CENTESSA PHARMACEUTICALS PLC—$3.18M80,0001.7%
WEBSTER FINANCIAL CORP—$3.02M43,5001.6%
Apellis Pharmaceuticals, Inc.—$2.82M70,0001.5%
TWO HARBORS INVESTMENT CORP.—$2.28M200,0001.2%
Masimo Corporation—$1.96M11,0001.0%
SEMrush Holdings, Inc.—$1.76M147,8000.9%
Day One Biopharmaceuticals, Inc.—$1.61M75,0000.9%
SKYWATER TECHNOLOGY INC—$1.41M51,6000.8%
Peakstone Realty Trust—$1.04M50,0000.6%
Thermon Group Holdings, Inc.—$967.7K19,2000.5%
Revolution Medicines, Inc.—$926.2K9,5240.5%
UNIFIRST CORP—$754.8K3,0000.4%
Cytokinetics Inc—$725.0K11,0000.4%
The Boeing Company—$696.5K3,5000.4%
Udemy, Inc.—$596.0K129,0000.3%
Paramount Skydance CorpPSKYCommon Stock$541.2K60,0000.3%
Lionsgate Studios Corp.—$527.5K55,0000.3%
CECO ENVIRONMENTAL CORPCECOCommon Stock$476.6K8,0000.3%
GeoPark Ltd—$475.0K50,0000.3%
NVIDIA Corp—$409.3K2,3470.2%
Kennedy-Wilson Holdings, Inc.—$372.2K34,4000.2%
Supernus Pharmaceuticals Inc—$367.0K7,1000.2%
Worthington Steel, Inc.—$364.2K12,0000.2%
Albertsons Companies, Inc.—$361.2K21,2000.2%
Silicon Motion Technology CORPSIMOADR$331.3K2,9500.2%
VIAVI SOLUTIONS INC.—$324.4K9,7470.2%
Select Medical Holdings Corp—$320.9K19,7000.2%
United Rentals Inc—$276.9K3800.1%
ANALOG DEVICES INC—$216.7K6810.1%
Lumen Technologies, Inc.—$87.2K12,5400.0%
← PrevPage 1 of 1Next →