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Harber Asset Management LLC

All holdings · as of Mar 31, 2026

41 positions

CompanyClassValueShares% of portfolio
ServiceNow Inc—$8.59M82,1385.5%
MKS Inc—$7.87M34,2305.0%
Atlassian Corporation—$6.69M98,0294.3%
Visa Inc—$6.58M21,7634.2%
INTUIT INC.—$6.52M15,0864.2%
Salesforce Inc—$6.10M32,6683.9%
NVIDIA Corp—$6.04M34,6433.9%
Marvell Technology, Inc.—$5.86M59,1443.7%
TEXAS INSTRUMENTS INC—$5.65M29,0883.6%
OLD DOMINION FREIGHT LINE, INC.—$5.40M27,6463.5%
SAP SE—$5.35M31,2683.4%
American Tower Corp—$5.21M30,1763.3%
HORTON D R INC /DE—$5.14M37,4383.3%
Workday Inc—$4.80M36,9433.1%
Okta, Inc.—$4.77M60,6403.1%
DOLE PLC—$4.77M333,7623.1%
GEO GROUP INC—$4.49M266,9932.9%
UNITEDHEALTH GROUP INC—$4.43M16,3612.8%
PEGASYSTEMS INC—$4.41M103,5592.8%
Amazon.com Inc—$4.35M20,8952.8%
Accenture plc—$3.95M19,9132.5%
APPIAN CORP—$3.55M147,4262.3%
Entegris, Inc.—$3.52M30,0242.3%
Weave Communications, Inc.—$3.40M735,7952.2%
Commvault Systems Inc—$3.25M41,6772.1%
EAGLE MATERIALS INC—$3.17M16,7562.0%
Netflix Inc—$2.82M29,2871.8%
Waste Connections Inc—$2.42M14,8811.5%
ONTO INNOVATION INC.—$2.37M11,5401.5%
MICROCHIP TECHNOLOGY INC—$2.13M32,9581.4%
FISERV INC—$2.02M36,2241.3%
Dick's Sporting Goods Inc—$1.91M9,6241.2%
MACOM Technology Solutions Holdings, Inc.—$1.89M8,5001.2%
Monday.Com Ltd—$1.63M23,5271.0%
Knowles Corp—$1.61M62,8181.0%
Gitlab Inc.—$1.17M54,0000.7%
Builders FirstSource Inc—$790.4K9,6000.5%
MARTEN TRANSPORT LTDMRTNCommon Stock$595.3K45,3420.4%
Agora, Inc.APIADR$583.6K164,8690.4%
Omega Flex IncOFLXCommon Stock$514.9K16,5880.3%
LAM RESEARCH CORP—$77.1K3610.0%
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