HARBER ASSET MANAGEMENT LLC — 13F holdings

HARBER ASSET MANAGEMENT LLC reported 39 holdings worth $166M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. MRVL MARVELL TECHNOLOGY INC — $12.6M (7.6%)
2. V Visa Inc — $8.83M (5.3%)
3. NVDA NVIDIA CORPORATION — $7.38M (4.4%)
4. UNH UNITEDHEALTH GROUP INC — $7.20M (4.3%)
5. TEAM ATLASSIAN CORPORATION — $6.58M (4.0%)
6. AMZN AMAZON COM INC — $6.43M (3.9%)
7. DHI D R HORTON INC — $6.24M (3.8%)
8. AMT AMERICAN TOWER CORP NEW — $5.76M (3.5%)
9. ONTO ONTO INNOVATION INC — $5.21M (3.1%)
10. NOW ServiceNow Inc — $5.13M (3.1%)