HARBER ASSET MANAGEMENT LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ATLASSIAN CORPORATION | 0 | 56,092 | +56,092 | 0 | 9,094,757 | +9,094,757 |
| SERVICENOW INC | 0 | 38,800 | +38,800 | 0 | 5,943,772 | +5,943,772 |
| AMAZON COM INC | 21,928 | 42,669 | +20,741 | 4,814,731 | 9,848,859 | +5,034,128 |
| VARONIS SYS INC | 0 | 139,385 | +139,385 | 0 | 4,571,828 | +4,571,828 |
| CHARTER COMMUNICATIONS INC N | 0 | 19,600 | +19,600 | 0 | 4,091,500 | +4,091,500 |
| NXP SEMICONDUCTORS N V | 0 | 17,000 | +17,000 | 0 | 3,690,020 | +3,690,020 |
| OLD DOMINION FREIGHT LINE IN | 37,204 | 55,884 | +18,680 | 5,237,579 | 8,762,611 | +3,525,032 |
| GEO GROUP INC NEW | 280,437 | 480,130 | +199,693 | 5,746,154 | 7,739,696 | +1,993,542 |
| MACOM TECH SOLUTIONS HLDGS I | 34,281 | 28,190 | -6,091 | 4,267,642 | 4,828,383 | +560,741 |
| MICROCHIP TECHNOLOGY INC. | 91,090 | 100,082 | +8,992 | 5,849,800 | 6,377,225 | +527,425 |
| AMERICAN TOWER CORP NEW | 39,136 | 45,833 | +6,697 | 7,526,636 | 8,046,900 | +520,264 |
| NVIDIA CORPORATION | 46,924 | 48,800 | +1,876 | 8,755,080 | 9,101,200 | +346,120 |
| AGORA INC | 528,446 | 501,938 | -26,508 | 2,018,664 | 2,042,888 | +24,224 |
| MKS INC. | 68,289 | 52,539 | -15,750 | 8,452,130 | 8,395,732 | -56,398 |
| EAGLE MATLS INC | 18,754 | 20,493 | +1,739 | 4,370,432 | 4,235,493 | -134,939 |
| OKTA INC | 159,924 | 167,101 | +7,177 | 14,665,031 | 14,449,223 | -215,808 |
| VISA INC | 32,357 | 30,734 | -1,623 | 11,046,033 | 10,778,721 | -267,312 |
| FISERV INC | 84,701 | 157,851 | +73,150 | 10,920,500 | 10,602,852 | -317,648 |
| UBER TECHNOLOGIES INC | 36,281 | 36,281 | 0 | 3,554,450 | 2,964,521 | -589,929 |
| D R HORTON INC | 57,053 | 62,112 | +5,059 | 9,668,772 | 8,945,991 | -722,781 |
| DOLE PLC | 747,883 | 612,369 | -135,514 | 10,051,548 | 9,179,411 | -872,137 |
| ZOOMINFO TECHNOLOGIES INC | 898,336 | 853,275 | -45,061 | 9,800,846 | 8,677,807 | -1,123,039 |
| ADOBE INC | 28,276 | 25,213 | -3,063 | 9,974,359 | 8,824,298 | -1,150,061 |
| PEGASYSTEMS INC | 190,239 | 161,402 | -28,837 | 10,938,743 | 9,638,927 | -1,299,816 |
| ALIBABA GROUP HLDG LTD | 47,127 | 47,127 | 0 | 8,423,009 | 6,907,876 | -1,515,133 |
| ENTEGRIS INC | 61,171 | 47,044 | -14,127 | 5,655,871 | 3,963,457 | -1,692,414 |
| UNITEDHEALTH GROUP INC | 33,227 | 28,299 | -4,928 | 11,473,283 | 9,341,783 | -2,131,500 |
| TEXAS INSTRS INC | 53,628 | 42,831 | -10,797 | 9,853,072 | 7,430,750 | -2,422,322 |
| MARVELL TECHNOLOGY INC | 126,218 | 90,744 | -35,474 | 10,611,147 | 7,711,425 | -2,899,722 |
| APPIAN CORP | 361,824 | 189,453 | -172,371 | 11,060,960 | 6,710,425 | -4,350,535 |
| LAM RESEARCH CORP | 97,606 | 48,600 | -49,006 | 13,069,443 | 8,319,348 | -4,750,095 |
| DOLLAR TREE INC | 143,968 | 59,129 | -84,839 | 13,586,260 | 7,273,458 | -6,312,802 |