Fund HoldingsHARBERT FUND ADVISORS, INC.

Total Portfolio Value
$169.02M
Total Bought
$56.39M
Total Sold
$26.18M
Net Transaction
+$30.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)(Put)012,500+12,50005,379+5,379
CVS HEALTH CORP(CVS)(Call)055,000+55,00003,458+3,458
SPDR S&P 500 ETF TR(SPY)(Put)12,50017,500+5,0006,80310,041+3,238
ISHARES TR(Call)012,500+12,50002,761+2,761
ALPHABET INC(GOOG)15,00032,500+17,5002,7515,4343.21%+2,682
META PLATFORMS INC(META)(Put)04,500+4,50002,576+2,576
APPLE INC(AAPL)010,750+10,75002,5051.48%+2,505
NVIDIA CORPORATION(NVDA)020,000+20,00002,4291.44%+2,429
ALPHABET INC(GOOG)(Call)010,000+10,00001,672+1,672
HUMANA INC(HUM)(Call)05,000+5,00001,584+1,584
BROADCOM INC(AVGO)08,750+8,75001,5090.89%+1,509
CANADA GOOSE HLDGS INC(GOOS)(Call)0102,600+102,60001,286+1,286
UNITEDHEALTH GROUP INC(UNH)1,5003,500+2,0007642,0461.21%+1,282
NVIDIA CORPORATION(NVDA)(Put)010,500+10,50001,275+1,275
MASTERCARD INCORPORATED(MA)(Put)02,500+2,50001,235+1,235
CAPRI HOLDINGS LIMITED(Call)
SHS
028,900+28,90001,227+1,227
APPLE INC(AAPL)(Put)05,000+5,00001,165+1,165
NRG ENERGY INC(NRG)010,950+10,95009980.59%+998
ISHARES TR(Call)010,000+10,0000981+981
IQVIA HLDGS INC(IQV)7,25010,500+3,2501,5332,4881.47%+955
AMAZON COM INC(AMZN)(Put)05,000+5,0000932+932
BOSTON SCIENTIFIC CORP(BSX)(Put)010,000+10,0000838+838
OCCIDENTAL PETE CORP(OXY)015,000+15,00007730.46%+773
BOSTON SCIENTIFIC CORP(BSX)6,52515,000+8,4755021,2570.74%+755
NEXTERA ENERGY INC(NEE)4,00011,850+7,8502831,0020.59%+718
TRANSACT TECHNOLOGIES INC0640,168+640,16803,1111.84%+3,111
VISA INC(V)(Put)02,500+2,5000687+687
TORM PLC(TRMD)020,000+20,00006840.40%+684
EXXON MOBIL CORP05,000+5,00005860.35%+586
UNITEDHEALTH GROUP INC(UNH)(Put)01,000+1,0000585+585
VISA INC(V)7,5009,250+1,7501,9692,5431.50%+575
TURTLE BEACH CORP0522,259+522,25908,0114.74%+8,011
TAIWAN SEMICONDUCTOR MFG LTD(TSM)8,25011,250+3,0001,4341,9541.16%+520
ADOBE INC(ADBE)01,000+1,00005180.31%+518
PALO ALTO NETWORKS INC(PANW)(Put)01,500+1,5000513+513
TRANSDIGM GROUP INC(TDG)0350+35004990.30%+499
ENPHASE ENERGY INC(ENPH)04,375+4,37504940.29%+494
MOODYS CORP(MCO)(Put)01,000+1,0000475+475
PURECYCLE TECHNOLOGIES INC(PCT)121,274121,27407181,1520.68%+434
VANECK ETF TRUST(Put)
GOLD MINERS ETF
010,000+10,0000398+398
OKTA INC(OKTA)(Call)05,000+5,0000372+372
BLOCK INC(XYZ)(Call)5,00010,000+5,000322671+349
EATON CORP PLC(ETN)(Put)01,000+1,0000331+331
NETFLIX INC(NFLX)(Put)0400+4000284+284
SBA COMMUNICATIONS CORP NEW(SBAC)1,0502,000+9502064810.28%+275
TENET HEALTHCARE CORP(THC)1,8503,125+1,2752465190.31%+273
MASTERCARD INCORPORATED(MA)4,5004,550+501,9852,2471.33%+262
S&P GLOBAL INC(SPGI)(Put)0500+5000258+258
AMETEK INC01,500+1,50002580.15%+258
ISHARES TR1,8503,500+1,6502545100.30%+256
UNION PAC CORP(UNP)2,2503,075+8255097580.45%+249
THERMO FISHER SCIENTIFIC INC(TMO)(Put)0400+4000247+247
SPDR SER TR(Call)
ST STR SP BIOT
02,500+2,5000247+247
IQVIA HLDGS INC(IQV)(Put)01,000+1,0000237+237
DEERE & CO(DE)1,3751,750+3755147300.43%+217
META PLATFORMS INC(META)05,000+5,00002,8621.69%+2,862
PROCORE TECHNOLOGIES INC(PCOR)(Call)1,5005,000+3,50099309+209
SPOTIFY TECHNOLOGY S A(SPOT)01,375+1,37505070.30%+507
SPOTIFY TECHNOLOGY S A(SPOT)(Put)0500+5000184+184
PROLOGIS INC.(PLD)3,0004,000+1,0003375050.30%+168
TENET HEALTHCARE CORP(THC)(Put)01,000+1,0000166+166
NETFLIX INC(NFLX)500700+2003374960.29%+159
ENZO BIOCHEM INC05,175,913+5,175,91305,7973.43%+5,797
INTUITIVE SURGICAL INC2,5002,575+751,1121,2650.75%+153
AMERICAN TOWER CORP NEW(AMT)1,7502,000+2503404650.28%+125
DIGITAL RLTY TR INC(DLR)1,5001,750+2502282830.17%+55
INSPIRED ENTMT INC259,537259,53702,3752,4061.42%+31
EMBRAER S.A.(EMBJ)18,50014,250-4,2504775040.30%+27
THERMO FISHER SCIENTIFIC INC(TMO)1,8251,650-1751,0091,0210.60%+11
WASTE CONNECTIONS INC(WCN)3,0003,00005265360.32%+10
PALO ALTO NETWORKS INC(PANW)1,5001,50005095130.30%+4
BRAZE INC(BRZE)(Call)2,0002,500+5007881+3
LEDDARTECH HLDGS INC16,66516,6650100.00%-0
JAWS MUSTANG ACQUISITION COR10,00010,0000100.00%-1
SPDR SER TR
ST STR SP BIOT
5,5005,150-3505105090.30%-1
THE REALREAL INC(REAL)70,00070,00002232200.13%-3
JPMORGAN CHASE & CO.(JPM)2,6252,500-1255315270.31%-4
EMERSON ELEC CO(EMR)5,0005,00005515470.32%-4
EATON CORP PLC(ETN)1,6251,525-1005105050.30%-4
FREEPORT-MCMORAN INC(FCX)10,50010,000-5005104990.30%-11
PROGRESSIVE CORP(PGR)2,5002,000-5005195080.30%-12
S&P GLOBAL INC(SPGI)2,3502,000-3501,0481,0330.61%-15
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
300,000300,00003,0183,0031.78%-15
AVANTOR INC(AVTR)(Call)1,0000-1,000210-21
GFL ENVIRONMENTAL INC(GFL)13,50012,500-1,0005264990.29%-27
MOODYS CORP(MCO)2,5002,150-3501,0521,0200.60%-32
DATADOG INC(DDOG)4,2504,500+2505515180.31%-33
ACCURAY INC01,849,184+1,849,18403,3291.97%+3,329
ROPER TECHNOLOGIES INC(ROP)1,000925-755645150.30%-49
WORKDAY INC(WDAY)02,055+2,05505020.30%+502
I3 VERTICALS INC81,60681,60601,8021,7391.03%-63
TESLA INC(TSLA)4,0002,750-1,2507927190.43%-72
INFUSYSTEM HLDGS INC0618,085+618,08504,1412.45%+4,141
BRAZE INC(BRZE)15,00015,500+5005835010.30%-81
BLOCK INC(XYZ)07,500+7,50005030.30%+503
PROCORE TECHNOLOGIES INC(PCOR)10,0008,250-1,7506635090.30%-154
AMERICAN HEALTHCARE REIT INC(AHR)12,5000-12,5001830-183
VIMEO INC50,0000-50,0001870-186
TESLA INC(TSLA)(Put)1,0000-1,0001980-198
ATRICURE INC(ATRC)10,0000-10,0002280-228
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