Harber Asset Management LLC 13F 持仓 · 2026年Q2
Harber Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.66 亿美元。前几大持仓：MRVL（7.55%）、V（5.31%）、NVDA（4.43%）。本季前 25 大持仓中：新建仓 4 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $12.6M | 7.55% | 42,200 | 减持 |
| 2 | V | VISA INC | $8.8M | 5.31% | 25,750 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $7.4M | 4.43% | 36,861 | 增持 |
| 4 | UNH | UNITEDHEALTH GROUP INC | $7.2M | 4.33% | 17,317 | 增持 |
| 5 | TEAM | ATLASSIAN CORPORATION | $6.6M | 3.95% | 84,535 | 减持 |
| 6 | AMZN | AMAZON COM INC | $6.4M | 3.86% | 26,970 | 增持 |
| 7 | DHI | D R HORTON INC | $6.2M | 3.75% | 38,316 | 增持 |
| 8 | AMT | AMERICAN TOWER CORP | $5.8M | 3.46% | 35,226 | 增持 |
| 9 | ONTO | ONTO INNOVATION INC | $5.2M | 3.13% | 13,757 | 增持 |
| 10 | NOW | SERVICENOW INC | $5.1M | 3.08% | 51,674 | 减持 |
| 11 | HCA | HCA HEALTHCARE INC | $5.0M | 3.03% | 12,930 | 新建仓 |
| 12 | OKTA | OKTA INC | $4.9M | 2.93% | 35,793 | 减持 |
| 13 | WEAV | WEAVE COMMUNICATIONS INC | $4.7M | 2.83% | 785,687 | 增持 |
| 14 | DOLE | DOLE PLC | $4.7M | 2.82% | 341,592 | 增持 |
| 15 | ODFL | OLD DOMINION FREIGHT LINE IN | $4.6M | 2.77% | 21,289 | 减持 |
| 16 | INTU | INTUIT | $4.4M | 2.66% | 16,956 | 增持 |
| 17 | DG | DOLLAR GEN CORP | $4.2M | 2.52% | 36,450 | 新建仓 |
| 18 | SAP | SAP SE | $4.2M | 2.51% | 27,148 | 减持 |
| 19 | WCN | WASTE CONNECTIONS INC | $4.1M | 2.46% | 24,594 | 增持 |
| 20 | MKSI | MKS INC. | $4.0M | 2.43% | 9,100 | 减持 |
| 21 | APPN | APPIAN CORP | $3.9M | 2.32% | 168,296 | 增持 |
| 22 | FISV | FISERV INC | $3.5M | 2.08% | 70,454 | 增持 |
| 23 | ADI | ANALOG DEVICES INC | $3.4M | 2.04% | 8,550 | 新建仓 |
| 24 | HD | HOME DEPOT INC | $3.3M | 2.00% | 9,420 | 新建仓 |
| 25 | ACN | ACCENTURE PLC IRELAND | $3.3M | 1.99% | 26,576 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR