Harbor Advisors LLC — 13F holdings

Harbor Advisors LLC reported 194 holdings worth $795M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. EQIX EQUINIX INC — $249M (31.4%)
2. MU MICRON TECHNOLOGY INC — $57.7M (7.3%)
3. GOOGL ALPHABET INC — $52.0M (6.5%)
4. AAPL APPLE INC — $42.9M (5.4%)
5. AMZN AMAZON COM INC — $36.5M (4.6%)
6. NVDA NVIDIA CORPORATION — $36.0M (4.5%)
7. CNQ CANADIAN NAT RES LTD — $19.7M (2.5%)
8. IBKR INTERACTIVE BROKERS GROUP IN — $16.3M (2.0%)
9. FTAI FTAI AVIATION LTD — $15.4M (1.9%)
10. MA MASTERCARD INCORPORATED — $13.4M (1.7%)