Fund HoldingsHARBERT FUND ADVISORS, INC.

Total Portfolio Value
$140.73M
Total Bought
$48.78M
Total Sold
$40.43M
Net Transaction
+$8.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PENN ENTERTAINMENT INC(PENN)0608,272+608,272011,7738.37%+11,773
INVESCO QQQ TR(Put)015,000+15,00007,187+7,187
SPDR S&P 500 ETF TR(SPY)(Put)012,500+12,50006,803+6,803
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
0300,000+300,00003,0182.14%+3,018
ELEVANCE HEALTH INC(ELV)2,0005,750+3,7501,0373,1162.21%+2,079
INTUITIVE SURGICAL INC02,500+2,50001,1120.79%+1,112
ADVANCED MICRO DEVICES INC(AMD)8,52515,000+6,4751,5392,4331.73%+894
TESLA INC(TSLA)04,000+4,00007920.56%+792
VISTRA CORP(VST)08,500+8,50007310.52%+731
ALPHABET INC(GOOG)13,50015,000+1,5002,0562,7511.95%+696
AMAZON COM INC(AMZN)43,00043,00007,7568,3105.90%+553
CONSTELLATION ENERGY CORP(CEG)02,750+2,75005510.39%+551
VEEVA SYS INC(VEEV)03,000+3,00005490.39%+549
CHEVRON CORP NEW(CVX)03,500+3,50005470.39%+547
VANECK ETF TRUST(Put)
SEMICONDUCTR ETF
02,000+2,0000521+521
DELL TECHNOLOGIES INC(DELL)03,750+3,75005170.37%+517
DEERE & CO(DE)01,375+1,37505140.37%+514
FERRARI N V
COM
01,250+1,25005100.36%+510
SPDR SER TR
ST STR SP BIOT
05,500+5,50005100.36%+510
EATON CORP PLC(ETN)01,625+1,62505100.36%+510
SHARECARE INC873,488873,48806701,1790.84%+509
IQVIA HLDGS INC(IQV)4,0507,250+3,2001,0241,5331.09%+509
VERTIV HOLDINGS CO(VRT)05,850+5,85005060.36%+506
TECK RESOURCES LTD(TECK)010,500+10,50005030.36%+503
COLGATE PALMOLIVE CO(CL)05,000+5,00004850.34%+485
EMBRAER S.A.(EMBJ)018,500+18,50004770.34%+477
MICROSOFT CORP(MSFT)17,75017,75007,4687,9335.64%+466
WORKDAY INC(WDAY)(Call)01,700+1,7000380+380
NIKE INC(NKE)(Call)05,000+5,0000377+377
AMERICAN TOWER CORP NEW(AMT)01,750+1,75003400.24%+340
PROLOGIS INC.(PLD)03,000+3,00003370.24%+337
BLOCK INC(XYZ)(Call)05,000+5,0000322+322
ROKU INC(ROKU)(Call)05,000+5,0000300+300
NEXTERA ENERGY INC(NEE)04,000+4,00002830.20%+283
DRAFTKINGS INC NEW(DKNG)06,750+6,75002580.18%+258
ISHARES TR01,850+1,85002540.18%+254
SCHLUMBERGER LTD(SLB)05,000+5,00002360.17%+236
DIGITAL RLTY TR INC(DLR)01,500+1,50002280.16%+228
ATRICURE INC(ATRC)010,000+10,00002280.16%+228
THE REALREAL INC(REAL)070,000+70,00002230.16%+223
SBA COMMUNICATIONS CORP NEW(SBAC)01,050+1,05002060.15%+206
TESLA INC(TSLA)(Put)01,000+1,0000198+198
VIMEO INC050,000+50,00001870.13%+187
AMERICAN HEALTHCARE REIT INC(AHR)012,500+12,50001830.13%+183
PROCORE TECHNOLOGIES INC(PCOR)6,45010,000+3,5505306630.47%+133
PROCORE TECHNOLOGIES INC(PCOR)(Call)01,500+1,500099+99
BRAZE INC(BRZE)(Call)02,000+2,000078+78
ROPER TECHNOLOGIES INC(ROP)9251,000+755195640.40%+45
AVANTOR INC(AVTR)(Call)01,000+1,000021+21
JPMORGAN CHASE & CO.(JPM)2,5752,625+505165310.38%+15
PROGRESSIVE CORP(PGR)2,4502,500+505075190.37%+13
RMG ACQUISITION CORP III10,0000-10,00010-1
JAWS MUSTANG ACQUISITION COR10,00010,0000210.00%-1
LEDDARTECH HLDGS INC16,66516,6650210.00%-1
DATADOG INC(DDOG)4,5004,250-2505565510.39%-5
BRAZE INC(BRZE)13,50015,000+1,5005985830.41%-15
FREEPORT-MCMORAN INC(FCX)11,25010,500-7505295100.36%-19
THERMO FISHER SCIENTIFIC INC(TMO)1,7751,825+501,0321,0090.72%-22
PERIMETER SOLUTIONS SA(PRM)75,00067,000-8,0005575250.37%-32
PURECYCLE TECHNOLOGIES INC(PCT)121,274121,27407547180.51%-36
EDWARDS LIFESCIENCES CORP6,0005,750-2505735310.38%-42
VISA INC(V)7,2507,500+2502,0231,9691.40%-55
MASTERCARD INCORPORATED(MA)4,2504,500+2502,0471,9851.41%-61
I3 VERTICALS INC81,60681,60601,8681,8021.28%-66
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,0758,250-2,8251,5071,4341.02%-73
SALESFORCE INC(CRM)1,7501,75005274500.32%-77
STREAMLINE HEALTH SOLUTIONS4,824,2124,824,21202,3162,2231.58%-93
NETFLIX INC(NFLX)850500-3505163370.24%-179
INSPIRED ENTMT INC259,537259,53702,5592,3751.69%-184
MOODYS CORP(MCO)3,2502,500-7501,2771,0520.75%-225
S&P GLOBAL INC(SPGI)3,0002,350-6501,2761,0480.74%-228
WALMART INC(WMT)16,55011,250-5,3009967620.54%-234
CANADIAN PACIFIC KANSAS CITY(CP)8,5006,500-2,0007495120.36%-238
TENET HEALTHCARE CORP(THC)4,6501,850-2,8004892460.17%-243
PALO ALTO NETWORKS INC(PANW)2,6751,500-1,1757605090.36%-252
HCA HEALTHCARE INC(HCA)1,550750-8005172410.17%-276
EMERSON ELEC CO(EMR)9,0005,000-4,0001,0215510.39%-470
UNITEDHEALTH GROUP INC(UNH)2,5001,500-1,0001,2377640.54%-473
WASTE CONNECTIONS INC(WCN)5,8503,000-2,8501,0065260.37%-480
GFL ENVIRONMENTAL INC(GFL)29,50013,500-16,0001,0185260.37%-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)4,1252,250-1,8751,0145090.36%-505
ELI LILLY & CO(LLY)6500-6505060-506
ALIBABA GROUP HLDG LTD(BABA)7,0000-7,0005070-507
DANAHER CORPORATION(DHR)4,0502,020-2,0301,0115050.36%-507
QIAGEN NV(QGEN)23,50012,250-11,2501,0105030.36%-507
XYLEM INC(XYL)7,8753,750-4,1251,0185090.36%-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)2,8751,500-1,3751,0295100.36%-519
DEXCOM INC(DXCM)3,7500-3,7505200-520
MARTIN MARIETTA MATLS INC(MLM)8500-8505220-522
BOSTON SCIENTIFIC CORP(BSX)15,0006,525-8,4751,0275020.36%-525
GITLAB INC(GTLB)9,3250-9,3255440-544
SNOWFLAKE INC(SNOW)3,5000-3,5005660-566
SHOCKWAVE MED INC1,7500-1,7505700-570
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