HARBER ASSET MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INTUIT(INTU) | 0 | 15,086 | +15,086 | 0 | 6,522,885 | 4.17% | +6,522,885 |
| SALESFORCE INC(CRM) | 0 | 32,668 | +32,668 | 0 | 6,098,136 | 3.90% | +6,098,136 |
| SAP SE(SAP) | 0 | 31,268 | +31,268 | 0 | 5,353,394 | 3.42% | +5,353,394 |
| WORKDAY INC(WDAY) | 0 | 36,943 | +36,943 | 0 | 4,799,635 | 3.07% | +4,799,635 |
| ACCENTURE PLC IRELAND | 0 | 19,913 | +19,913 | 0 | 3,948,549 | 2.53% | +3,948,549 |
| WEAVE COMMUNICATIONS INC | 0 | 735,795 | +735,795 | 0 | 3,399,373 | 2.17% | +3,399,373 |
| COMMVAULT SYS INC(CVLT) | 0 | 41,677 | +41,677 | 0 | 3,246,222 | 2.08% | +3,246,222 |
| NETFLIX INC.(NFLX) | 0 | 29,287 | +29,287 | 0 | 2,815,945 | 1.80% | +2,815,945 |
| SERVICENOW INC(NOW) | 0 | 82,138 | +82,138 | 0 | 8,587,528 | 5.49% | +8,587,528 |
| WASTE CONNECTIONS INC(WCN) | 0 | 14,881 | +14,881 | 0 | 2,417,270 | 1.55% | +2,417,270 |
| ONTO INNOVATION INC(ONTO) | 0 | 11,540 | +11,540 | 0 | 2,366,508 | 1.51% | +2,366,508 |
| DICKS SPORTING GOODS INC(DKS) | 0 | 9,624 | +9,624 | 0 | 1,908,343 | 1.22% | +1,908,343 |
| MONDAY COM LTD | 0 | 23,527 | +23,527 | 0 | 1,625,951 | 1.04% | +1,625,951 |
| KNOWLES CORP(KN) | 0 | 62,818 | +62,818 | 0 | 1,613,166 | 1.03% | +1,613,166 |
| GITLAB INC(GTLB) | 0 | 54,000 | +54,000 | 0 | 1,168,560 | 0.75% | +1,168,560 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 0 | 9,600 | +9,600 | 0 | 790,368 | 0.51% | +790,368 |
| MARTEN TRANS LTD(MRTN) | 0 | 45,342 | +45,342 | 0 | 595,340 | 0.38% | +595,340 |
| OMEGA FLEX INC | 0 | 16,588 | +16,588 | 0 | 514,892 | 0.33% | +514,892 |
| ENTEGRIS INC(ENTG) | 0 | 30,024 | +30,024 | 0 | 3,520,014 | 2.25% | +3,520,014 |
| MKS INC.(MKSI) | 0 | 34,230 | +34,230 | 0 | 7,866,396 | 5.03% | +7,866,396 |
| EAGLE MATLS INC(EXP) | 0 | 16,756 | +16,756 | 0 | 3,174,424 | 2.03% | +3,174,424 |
| AGORA INC | 0 | 164,869 | +164,869 | 0 | 583,636 | 0.37% | +583,636 |
| TEXAS INSTRS INC(TXN) | 0 | 29,088 | +29,088 | 0 | 5,647,144 | 3.61% | +5,647,144 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 59,144 | +59,144 | 0 | 5,858,213 | 3.75% | +5,858,213 |
| ATLASSIAN CORPORATION | 0 | 98,029 | +98,029 | 0 | 6,690,479 | 4.28% | +6,690,479 |
| AMERICAN TOWER CORP(AMT) | 0 | 30,176 | +30,176 | 0 | 5,207,774 | 3.33% | +5,207,774 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 8,500 | +8,500 | 0 | 1,887,595 | 1.21% | +1,887,595 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NVIDIA CORPORATION(NVDA) | 0 | 34,643 | +34,643 | 0 | 6,041,739 | 3.86% | +6,041,739 |
| APPIAN CORP(APPN) | 0 | 147,426 | +147,426 | 0 | 3,554,441 | 2.27% | +3,554,441 |
| GEO GROUP INC(GEO) | 0 | 266,993 | +266,993 | 0 | 4,488,152 | 2.87% | +4,488,152 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 0 | 27,646 | +27,646 | 0 | 5,402,028 | 3.45% | +5,402,028 |
| NXP SEMICONDUCTORS N V | 0 | 0 | 0 | 0 | 0 | — | 0 |
| D R HORTON INC(DHI) | 0 | 37,438 | +37,438 | 0 | 5,137,242 | 3.29% | +5,137,242 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VISA INC(V) | 0 | 21,763 | +21,763 | 0 | 6,577,649 | 4.21% | +6,577,649 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 32,958 | +32,958 | 0 | 2,129,416 | 1.36% | +2,129,416 |
| DOLE PLC(DOLE) | 0 | 333,762 | +333,762 | 0 | 4,769,459 | 3.05% | +4,769,459 |
| VARONIS SYS INC(VRNS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 16,361 | +16,361 | 0 | 4,427,123 | 2.83% | +4,427,123 |
| PEGASYSTEMS INC(PEGA) | 0 | 103,559 | +103,559 | 0 | 4,407,471 | 2.82% | +4,407,471 |
| AMAZON COM INC(AMZN) | 0 | 20,895 | +20,895 | 0 | 4,351,802 | 2.78% | +4,351,802 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DOLLAR TREE INC(DLTR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LAM RESEARCH CORP(LRCX) | 0 | 361 | +361 | 0 | 77,131 | 0.05% | +77,131 |
| FISERV INC(FISV) | 0 | 36,224 | +36,224 | 0 | 2,021,299 | 1.29% | +2,021,299 |
| ZOOMINFO TECHNOLOGIES INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ADOBE INC(ADBE) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| OKTA INC(OKTA) | 0 | 60,640 | +60,640 | 0 | 4,772,974 | 3.05% | +4,772,974 |