Fund Holdings — HARBERT FUND ADVISORS, INC.

Total Portfolio Value
$124.45M
Total Bought
$32.49M
Total Sold
$40.43M
Net Transaction
-$7.94M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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PENN ENTERTAINMENT INC(PENN)0608,272+608,272011,7739.46%+11,773
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
0300,000+300,00003,0182.43%+3,018
ELEVANCE HEALTH INC(ELV)2,0005,750+3,7501,0373,1162.50%+2,079
INTUITIVE SURGICAL INC02,500+2,50001,1120.89%+1,112
ADVANCED MICRO DEVICES INC(AMD)8,52515,000+6,4751,5392,4331.96%+894
TESLA INC(TSLA)04,000+4,00007920.64%+792
VISTRA CORP(VST)08,500+8,50007310.59%+731
ALPHABET INC(GOOG)13,50015,000+1,5002,0562,7512.21%+696
AMAZON COM INC(AMZN)43,00043,00007,7568,3106.68%+553
CONSTELLATION ENERGY CORP(CEG)02,750+2,75005510.44%+551
VEEVA SYS INC(VEEV)03,000+3,00005490.44%+549
CHEVRON CORP NEW(CVX)03,500+3,50005470.44%+547
DELL TECHNOLOGIES INC(DELL)03,750+3,75005170.42%+517
DEERE & CO(DE)01,375+1,37505140.41%+514
FERRARI N V
COM
01,250+1,25005100.41%+510
SPDR SER TR
ST STR SP BIOT
05,500+5,50005100.41%+510
EATON CORP PLC(ETN)01,625+1,62505100.41%+510
SHARECARE INC873,488873,48806701,1790.95%+509
IQVIA HLDGS INC(IQV)4,0507,250+3,2001,0241,5331.23%+509
VERTIV HOLDINGS CO(VRT)05,850+5,85005060.41%+506
TECK RESOURCES LTD(TECK)010,500+10,50005030.40%+503
COLGATE PALMOLIVE CO(CL)05,000+5,00004850.39%+485
EMBRAER S.A.(EMBJ)018,500+18,50004770.38%+477
MICROSOFT CORP(MSFT)17,75017,75007,4687,9336.37%+466
AMERICAN TOWER CORP NEW(AMT)01,750+1,75003400.27%+340
PROLOGIS INC.(PLD)03,000+3,00003370.27%+337
NEXTERA ENERGY INC(NEE)04,000+4,00002830.23%+283
DRAFTKINGS INC NEW(DKNG)06,750+6,75002580.21%+258
ISHARES TR01,850+1,85002540.20%+254
SCHLUMBERGER LTD(SLB)05,000+5,00002360.19%+236
DIGITAL RLTY TR INC(DLR)01,500+1,50002280.18%+228
ATRICURE INC(ATRC)010,000+10,00002280.18%+228
THE REALREAL INC(REAL)070,000+70,00002230.18%+223
SBA COMMUNICATIONS CORP NEW(SBAC)01,050+1,05002060.17%+206
VIMEO INC050,000+50,00001870.15%+187
AMERICAN HEALTHCARE REIT INC(AHR)012,500+12,50001830.15%+183
PROCORE TECHNOLOGIES INC(PCOR)6,45010,000+3,5505306630.53%+133
ROPER TECHNOLOGIES INC(ROP)9251,000+755195640.45%+45
JPMORGAN CHASE & CO.(JPM)2,5752,625+505165310.43%+15
PROGRESSIVE CORP(PGR)2,4502,500+505075190.42%+13
RMG ACQUISITION CORP III10,0000-10,00010—-1
JAWS MUSTANG ACQUISITION COR(JWSMF)10,00010,0000210.00%-1
LEDDARTECH HLDGS INC16,66516,6650210.00%-1
DATADOG INC(DDOG)4,5004,250-2505565510.44%-5
BRAZE INC(BRZE)13,50015,000+1,5005985830.47%-15
FREEPORT-MCMORAN INC(FCX)11,25010,500-7505295100.41%-19
THERMO FISHER SCIENTIFIC INC(TMO)1,7751,825+501,0321,0090.81%-22
PERIMETER SOLUTIONS SA(PRM)75,00067,000-8,0005575250.42%-32
PURECYCLE TECHNOLOGIES INC(PCT)121,274121,27407547180.58%-36
EDWARDS LIFESCIENCES CORP6,0005,750-2505735310.43%-42
VISA INC(V)7,2507,500+2502,0231,9691.58%-55
MASTERCARD INCORPORATED(MA)4,2504,500+2502,0471,9851.60%-61
I3 VERTICALS INC(IIIV)81,60681,60601,8681,8021.45%-66
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,0758,250-2,8251,5071,4341.15%-73
SALESFORCE INC(CRM)1,7501,75005274500.36%-77
STREAMLINE HEALTH SOLUTIONS4,824,2124,824,21202,3162,2231.79%-93
NETFLIX INC(NFLX)850500-3505163370.27%-179
INSPIRED ENTMT INC(INSE)259,537259,53702,5592,3751.91%-184
MOODYS CORP(MCO)3,2502,500-7501,2771,0520.85%-225
S&P GLOBAL INC(SPGI)3,0002,350-6501,2761,0480.84%-228
WALMART INC(WMT)16,55011,250-5,3009967620.61%-234
CANADIAN PACIFIC KANSAS CITY(CP)8,5006,500-2,0007495120.41%-238
TENET HEALTHCARE CORP(THC)4,6501,850-2,8004892460.20%-243
PALO ALTO NETWORKS INC(PANW)2,6751,500-1,1757605090.41%-252
HCA HEALTHCARE INC(HCA)1,550750-8005172410.19%-276
EMERSON ELEC CO(EMR)9,0005,000-4,0001,0215510.44%-470
UNITEDHEALTH GROUP INC(UNH)2,5001,500-1,0001,2377640.61%-473
WASTE CONNECTIONS INC(WCN)5,8503,000-2,8501,0065260.42%-480
GFL ENVIRONMENTAL INC(GFL)29,50013,500-16,0001,0185260.42%-492
SYNOPSYS INC(SNPS)8750-8755000—-500
REPLIGEN CORP(RGEN)2,7250-2,7255010—-501
ELASTIC N V
ORD SHS
5,0000-5,0005010—-501
UNION PAC CORP(UNP)4,1252,250-1,8751,0145090.41%-505
ELI LILLY & CO(LLY)6500-6505060—-506
ALIBABA GROUP HLDG LTD(BABA)7,0000-7,0005070—-507
DANAHER CORPORATION(DHR)4,0502,020-2,0301,0115050.41%-507
QIAGEN NV(QGEN)23,50012,250-11,2501,0105030.40%-507
XYLEM INC(XYL)7,8753,750-4,1251,0185090.41%-509
INTUIT(INTU)7850-7855100—-510
MONGODB INC(MDB)1,4250-1,4255110—-511
ATLASSIAN CORPORATION2,6250-2,6255120—-512
NIKE INC(NKE)5,5000-5,5005170—-517
STRYKER CORPORATION(SYK)2,8751,500-1,3751,0295100.41%-519
DEXCOM INC(DXCM)3,7500-3,7505200—-520
MARTIN MARIETTA MATLS INC(MLM)8500-8505220—-522
BOSTON SCIENTIFIC CORP(BSX)15,0006,525-8,4751,0275020.40%-525
GITLAB INC(GTLB)9,3250-9,3255440—-544
SNOWFLAKE INC(SNOW)3,5000-3,5005660—-566
SHOCKWAVE MED INC1,7500-1,7505700—-570
BLOCK INC(XYZ)15,25010,000-5,2501,2906450.52%-645
ECOVYST INC(ECVT)297,061297,06103,3122,6652.14%-648
AVANTOR INC(AVTR)68,25050,000-18,2501,7451,0600.85%-685
SPOTIFY TECHNOLOGY S A(SPOT)3,9501,000-2,9501,0423140.25%-729
WORKDAY INC(WDAY)5,2442,500-2,7441,4305590.45%-871
ENZO BIOCHEM INC5,175,9135,175,91306,5735,6424.53%-932
LIQUIDIA CORPORATION(LQDA)339,158339,15805,0034,0703.27%-933
TRANSACT TECHNOLOGIES INC(TACT)640,168640,16803,3542,4131.94%-941
ADOBE INC(ADBE)2,0000-2,0001,0090—-1,009
MCKESSON CORP(MCK)2,350425-1,9251,2622480.20%-1,013
INFUSYSTEM HLDGS INC(INFU)618,085618,08505,2974,2223.39%-1,075
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HARBERT FUND ADVISORS, INC. — 13F Holdings — Q2 2024 | TickerTrail