Fund HoldingsHARBERT FUND ADVISORS, INC.

Total Portfolio Value
$88.21M
Total Bought
$17.72M
Total Sold
$118.36M
Net Transaction
-$100.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
NETFLIX INC(NFLX)02,000+2,00001,8652.11%+1,865
CARVANA CO(CVNA)07,500+7,50001,5681.78%+1,568
PROCORE TECHNOLOGIES INC(PCOR)020,000+20,00001,3201.50%+1,320
ELEVANCE HEALTH INC(ELV)02,850+2,85001,2401.41%+1,240
APPLE INC(AAPL)05,500+5,50001,2221.39%+1,222
LIQUIDIA CORPORATION(LQDA)339,158339,15803,9885,0035.67%+1,014
TENET HEALTHCARE CORP(THC)07,500+7,50001,0091.14%+1,009
SNOWFLAKE INC(SNOW)05,950+5,95008700.99%+870
GFL ENVIRONMENTAL INC(GFL)16,50030,000+13,5007351,4491.64%+714
STANDARDAERO INC(SARO)025,000+25,00006660.76%+666
IQVIA HLDGS INC(IQV)03,750+3,75006610.75%+661
WAYFAIR INC(W)(Call)12,50037,500+25,0005541,201+647
CONSTELLATION ENERGY CORP(CEG)3,2506,750+3,5007271,3611.54%+634
ELI LILLY & CO(LLY)0750+75006190.70%+619
SPOTIFY TECHNOLOGY S A(SPOT)3,2503,750+5001,4542,0632.34%+609
DANAHER CORPORATION(DHR)02,750+2,75005640.64%+564
CANTOR EQUITY PARTNERS I INC050,000+50,00005120.58%+512
VISTRA CORP(VST)5,37510,500+5,1257411,2331.40%+492
SAILPOINT INC(SAIL)025,000+25,00004690.53%+469
WALMART INC(WMT)4,6259,000+4,3754187900.90%+372
DEERE & CO(DE)2,5003,000+5001,0591,4081.60%+349
UNITY SOFTWARE INC(U)37,50057,500+20,0008431,1261.28%+284
JPMORGAN CHASE & CO.(JPM)4,0005,000+1,0009591,2271.39%+268
KESTRA MED TECHNOLOGIES LTD
SHS
010,000+10,00002490.28%+249
MASTERCARD INCORPORATED(MA)03,000+3,00001,6441.86%+1,644
MOODYS CORP(MCO)3,2503,500+2501,5381,6301.85%+91
I3 VERTICALS INC81,60678,597-3,0091,8801,9392.20%+59
THE REALREAL INC(REAL)(Call)010,000+10,000054+54
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
300,000300,00003,0543,0903.50%+36
S&P GLOBAL INC(SPGI)3,2503,25001,6191,6511.87%+33
LEDDARTECH HLDGS INC16,66516,6650210.00%-1
NATERA INC(NTRA)4,5005,000+5007127070.80%-5
MICROSOFT CORP(MSFT)(Put)000000
TRILLER GROUP INC33,18233,182079260.03%-53
FENNEC PHARMACEUTICALS INC466,869466,86902,9512,8433.22%-107
INTUITIVE SURGICAL INC2,8752,750-1251,5011,3621.54%-139
EMBRAER S.A.(EMBJ)32,50022,500-10,0001,1921,0401.18%-153
SPOTIFY TECHNOLOGY S A(SPOT)(Put)5000-5002240-224
UNITY SOFTWARE INC(U)(Call)10,0000-10,0002250-225
WAYFAIR INC(W)25,00027,500+2,5001,1088811.00%-227
S&P GLOBAL INC(SPGI)(Put)5000-5002490-249
TRANSACT TECHNOLOGIES INC640,168640,16802,6182,3562.67%-262
PHILIP MORRIS INTL INC(PM)(Call)2,5000-2,5003010-301
STREAMLINE HEALTH SOLUTIONS321,614321,61401,2099011.02%-309
VISA INC(V)04,750+4,75001,6651.89%+1,665
ATLASSIAN CORPORATION5,0004,250-7501,2179021.02%-315
EATON CORP PLC(ETN)(Put)1,0000-1,0003320-332
NEBIUS GROUP N.V.(NBIS)(Call)20,10010,000-10,100557211-346
ACCURAY INC1,849,1841,849,18403,6613,3103.75%-351
NETFLIX INC(NFLX)(Put)4000-4003570-357
IDENTIV INC785,557785,55702,8752,5062.84%-369
DIGITAL RLTY TR INC(DLR)2,1000-2,1003720-372
OKTA INC(OKTA)(Call)5,0000-5,0003940-394
UNION PAC CORP(UNP)7,0005,000-2,0001,5961,1811.34%-415
MOODYS CORP(MCO)(Put)1,0000-1,0004730-473
BOSTON SCIENTIFIC CORP(BSX)17,50010,750-6,7501,5631,0841.23%-479
MASTERCARD INCORPORATED(MA)(Put)000000
PALO ALTO NETWORKS INC(PANW)8,1255,500-2,6251,4789391.06%-540
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Put)3,0000-3,0005920-592
CAPRI HOLDINGS LIMITED(Call)
SHS
000000
HONEYWELL INTL INC(HON)7,0004,250-2,7501,5819001.02%-681
EXACT SCIENCES CORP(EXK)12,5000-12,5007020-702
PERIMETER SOLUTIONS INC(PRM)55,0000-55,0007030-703
META PLATFORMS INC(META)6,6155,500-1,1153,8733,1703.59%-703
EMERSON ELEC CO(EMR)5,7500-5,7507130-713
DATADOG INC(DDOG)5,0000-5,0007140-714
ALIGN TECHNOLOGY INC3,5000-3,5007300-730
ALPHABET INC(GOOG)020,000+20,00003,1253.54%+3,125
PRIMO BRANDS CORPORATION(PRMB)25,0000-25,0007690-769
COUPANG INC(CPNG)35,0000-35,0007690-769
PROGRESSIVE CORP(PGR)3,2500-3,2507790-779
ZOETIS INC(ZTS)(Call)5,0000-5,0008150-815
DEERE & CO(DE)(Put)2,0000-2,0008470-847
CALUMET INC(CLMT)40,0000-40,0008810-881
BOSTON SCIENTIFIC CORP(BSX)(Put)10,0000-10,0008930-893
TPG INC(TPG)15,0000-15,0009430-943
EXXON MOBIL CORP8,9500-8,9509630-963
ALLSTATE CORP(ALL)5,0000-5,0009640-964
NCINO INC(NCNO)(Call)30,0000-30,0001,0070-1,007
CANADA GOOSE HLDGS INC(GOOS)(Call)102,6000-102,6001,0290-1,029
NEBIUS GROUP N.V.(NBIS)57,50025,000-32,5001,5935280.60%-1,065
VISA INC(V)(Put)3,5000-3,5001,1060-1,106
DRAFTKINGS INC NEW(DKNG)30,0000-30,0001,1160-1,116
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,3509,150-4,2002,6361,5191.72%-1,118
AMAZON COM INC(AMZN)38,50038,50008,4477,3258.30%-1,122
APPLE INC(AAPL)(Put)4,5000-4,5001,1270-1,127
UNITEDHEALTH GROUP INC(UNH)(Call)2,7000-2,7001,3660-1,366
HUMANA INC(HUM)(Call)5,5000-5,5001,3950-1,395
META PLATFORMS INC(META)(Put)000000
NVIDIA CORPORATION(NVDA)(Call)11,5000-11,5001,5440-1,544
SPDR SER TR(Call)
ST STR SP HOME
15,0000-15,0001,5680-1,567
ROPER TECHNOLOGIES INC(ROP)3,0250-3,0251,5730-1,573
EATON CORP PLC(ETN)4,7500-4,7501,5760-1,576
NVIDIA CORPORATION(NVDA)(Put)12,0000-12,0001,6110-1,611
ENZO BIOCHEM INC05,175,913+5,175,91301,9152.17%+1,915
BLOCK INC(XYZ)21,5000-21,5001,8270-1,827
NIKE INC(NKE)(Call)30,0000-30,0002,2700-2,270
NVIDIA CORPORATION(NVDA)30,00015,000-15,0004,0291,6261.84%-2,403
IQVIA HLDGS INC(IQV)(Call)15,0003,000-12,0002,948529-2,419
ISHARES TR(Call)30,1000-30,1002,6290-2,629
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