Fund HoldingsHARBERT FUND ADVISORS, INC.

Total Portfolio Value
$145.32M
Total Bought
$28.81M
Total Sold
$31.83M
Net Transaction
-$3.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TURTLE BEACH CORP514,964514,96405,6398,8786.11%+3,239
MICROSOFT CORP(MSFT)13,87517,750+3,8755,2187,4685.14%+2,250
MASTERCARD INCORPORATED(MA)04,250+4,25002,0471.41%+2,047
TAIWAN SEMICONDUCTOR MFG LTD(TSM)011,075+11,07501,5071.04%+1,507
AMAZON COM INC(AMZN)42,75043,000+2506,4957,7565.34%+1,261
META PLATFORMS INC(META)11,00010,500-5003,8945,0993.51%+1,205
STRYKER CORPORATION(SYK)02,875+2,87501,0290.71%+1,029
XYLEM INC(XYL)07,875+7,87501,0180.70%+1,018
DANAHER CORPORATION(DHR)04,050+4,05001,0110.70%+1,011
QIAGEN NV(QGEN)023,500+23,50001,0100.70%+1,010
WASTE CONNECTIONS INC(WCN)05,850+5,85001,0060.69%+1,006
AVANTOR INC(AVTR)33,65068,250+34,6007681,7451.20%+977
LIQUIDIA CORPORATION(LQDA)339,158339,15804,0805,0033.44%+923
WORKDAY INC(WDAY)2,0005,244+3,2445521,4300.98%+878
PALO ALTO NETWORKS INC(PANW)02,675+2,67507600.52%+760
MOODYS CORP(MCO)1,3503,250+1,9005271,2770.88%+750
CANADIAN PACIFIC KANSAS CITY(CP)08,500+8,50007490.52%+749
VISA INC(V)5,0007,250+2,2501,3022,0231.39%+722
ALPHABET INC(GOOG)10,00013,500+3,5001,4092,0561.41%+646
EDWARDS LIFESCIENCES CORP06,000+6,00005730.39%+573
SHOCKWAVE MED INC01,750+1,75005700.39%+570
SNOWFLAKE INC(SNOW)03,500+3,50005660.39%+566
PERIMETER SOLUTIONS SA(PRM)075,000+75,00005570.38%+557
DATADOG INC(DDOG)04,500+4,50005560.38%+556
FREEPORT-MCMORAN INC(FCX)011,250+11,25005290.36%+529
SALESFORCE INC(CRM)01,750+1,75005270.36%+527
SPOTIFY TECHNOLOGY S A(SPOT)2,7503,950+1,2005171,0420.72%+526
MARTIN MARIETTA MATLS INC(MLM)0850+85005220.36%+522
DEXCOM INC(DXCM)03,750+3,75005200.36%+520
ROPER TECHNOLOGIES INC(ROP)0925+92505190.36%+519
NIKE INC(NKE)05,500+5,50005170.36%+517
NETFLIX INC(NFLX)0850+85005160.36%+516
ATLASSIAN CORPORATION02,625+2,62505120.35%+512
INTUIT(INTU)0785+78505100.35%+510
PROGRESSIVE CORP(PGR)02,450+2,45005070.35%+507
ELI LILLY & CO(LLY)0650+65005060.35%+506
ELASTIC N V
ORD SHS
05,000+5,00005010.34%+501
SYNOPSYS INC(SNPS)0875+87505000.34%+500
TENET HEALTHCARE CORP(THC)04,650+4,65004890.34%+489
CARRIAGE SVCS INC208,497208,49705,2155,6383.88%+423
ECOVYST INC(ECVT)297,061297,06102,9023,3122.28%+410
STREAMLINE HEALTH SOLUTIONS4,824,2124,824,21202,0502,3161.59%+265
PURECYCLE TECHNOLOGIES INC(PCT)121,274121,27404917540.52%+263
UNION PAC CORP(UNP)3,1504,125+9757741,0140.70%+241
SIX FLAGS ENTMT CORP NEW177,936177,93604,4634,6833.22%+221
I3 VERTICALS INC81,60681,60601,7281,8681.29%+140
BRAZE INC(BRZE)10,00013,500+3,5005315980.41%+67
ADVANCED MICRO DEVICES INC(AMD)10,0008,525-1,4751,4741,5391.06%+65
JAWS MUSTANG ACQUISITION COR010,000+10,000020.00%+2
LEDDARTECH HLDGS INC16,66516,6650120.00%+1
RMG ACQUISITION CORP III010,000+10,000010.00%+1
RMG ACQUISITION CORP III10,0000-10,00010-1
HCA HEALTHCARE INC(HCA)1,9251,550-3755215170.36%-4
INSPIRED ENTMT INC259,537259,53702,5642,5591.76%-5
BLOCK INC(XYZ)16,75015,250-1,5001,2961,2900.89%-6
S&P GLOBAL INC(SPGI)2,9453,000+551,2971,2760.88%-21
ADOBE INC(ADBE)1,7502,000+2501,0441,0090.69%-35
MCKESSON CORP(MCK)2,8252,350-4751,3081,2620.87%-46
FENNEC PHARMACEUTICALS INC466,869466,86905,2385,1923.57%-47
UNITEDHEALTH GROUP INC(UNH)2,5002,50001,3161,2370.85%-79
GITLAB INC(GTLB)12,0009,325-2,6757565440.37%-212
MONGODB INC(MDB)1,8501,425-4257565110.35%-245
IDENTIV INC785,557785,55706,4736,2224.28%-251
THERMO FISHER SCIENTIFIC INC(TMO)2,4251,775-6501,2871,0320.71%-256
ELEVANCE HEALTH INC(ELV)2,7502,000-7501,2971,0370.71%-260
REPLIGEN CORP(RGEN)4,2502,725-1,5257645010.34%-263
SHARECARE INC873,488873,48809436700.46%-273
EMERSON ELEC CO(EMR)13,3009,000-4,3001,2941,0210.70%-274
IQVIA HLDGS INC(IQV)5,6254,050-1,5751,3021,0240.70%-277
WALMART INC(WMT)8,25016,550+8,3001,3019960.69%-305
GFL ENVIRONMENTAL INC(GFL)38,50029,500-9,0001,3291,0180.70%-311
LAZYDAYS HLDGS INC57,4040-57,4044050-405
JAWS MUSTANG ACQUISITION COR40,0000-40,0004330-433
EXACT SCIENCES CORP(EXK)6,8500-6,8505070-507
SHAKE SHACK INC(SHAK)6,8500-6,8505080-508
PROCORE TECHNOLOGIES INC(PCOR)15,0006,450-8,5501,0385300.36%-508
SCHLUMBERGER LTD(SLB)10,0000-10,0005200-520
NATERA INC(NTRA)8,5000-8,5005320-532
ALIBABA GROUP HLDG LTD(BABA)13,5007,000-6,5001,0465070.35%-540
ENZO BIOCHEM INC5,175,9135,175,91307,1956,5734.52%-621
ACCURAY INC1,849,1841,849,18405,2334,5673.14%-666
ENPHASE ENERGY INC(ENPH)5,7250-5,7257570-757
AXONICS INC12,2500-12,2507620-762
BIO-TECHNE CORP(TECH)10,0000-10,0007720-772
JPMORGAN CHASE & CO(JPM)7,6502,575-5,0751,3015160.35%-785
COLGATE PALMOLIVE CO(CL)10,0000-10,0007970-797
BOSTON SCIENTIFIC CORP(BSX)32,50015,000-17,5001,8791,0270.71%-851
STRATASYS LTD375,000375,00005,3554,3583.00%-997
1STDIBS COM INC843,323486,705-356,6183,9472,9012.00%-1,046
TRANSACT TECHNOLOGIES INC640,168640,16804,4683,3542.31%-1,114
INFUSYSTEM HLDGS INC618,085618,08506,5155,2973.65%-1,218
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)8,0000-8,0001,2880-1,288
ALIGN TECHNOLOGY INC4,7000-4,7001,2880-1,288
DOMINOS PIZZA INC(DPZ)3,1250-3,1251,2880-1,288
LIBERTY MEDIA CORP DEL(FWONA)20,5000-20,5001,2940-1,294
INTUITIVE SURGICAL INC3,8500-3,8501,2990-1,299
DEERE & CO(DE)3,2500-3,2501,3000-1,300
TOPGOLF CALLAWAY BRANDS CORP(CALY)220,00070,000-150,0003,1551,1320.78%-2,023
NVIDIA CORPORATION(NVDA)5,7850-5,7852,8650-2,865
PLAYAGS INC715,8640-715,8646,0350-6,035
Page 1 of 1