Fund HoldingsHARBERT FUND ADVISORS, INC.

Total Portfolio Value
$192.46M
Total Bought
$95.53M
Total Sold
$74.07M
Net Transaction
+$21.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Call)035,000+35,000020,513+20,513
SELECT SECTOR SPDR TR(Call)
ST STR CARE ETF
052,500+52,50007,222+7,222
ISHARES TR(Call)015,000+15,00004,317+4,317
AMAZON COM INC(AMZN)(Put)5,00020,000+15,0009324,388+3,456
SPDR SER TR(Call)
ST STR SP BIOT
2,50037,500+35,0002473,377+3,130
ISHARES TR(Call)0100,000+100,00003,044+3,044
IQVIA HLDGS INC(IQV)(Call)015,000+15,00002,948+2,948
ISHARES TR(Call)12,50025,000+12,5002,7615,524+2,763
MICROSOFT CORP(MSFT)018,125+18,12507,6403.97%+7,640
NIKE INC(NKE)(Call)030,000+30,00002,270+2,270
ISHARES TR(Call)10,00030,100+20,1009812,629+1,648
NVIDIA CORPORATION(NVDA)20,00030,000+10,0002,4294,0292.09%+1,600
NEBIUS GROUP N.V.(NBIS)057,500+57,50001,5930.83%+1,593
HONEYWELL INTL INC(HON)07,000+7,00001,5810.82%+1,581
SPDR SER TR(Call)
ST STR SP HOME
015,000+15,00001,568+1,568
NVIDIA CORPORATION(NVDA)(Call)011,500+11,50001,544+1,544
UNITEDHEALTH GROUP INC(UNH)(Call)02,700+2,70001,366+1,366
BLOCK INC(XYZ)7,50021,500+14,0005031,8270.95%+1,324
ATLASSIAN CORPORATION05,000+5,00001,2170.63%+1,217
STREAMLINE HEALTH SOLUTIONS0321,614+321,61401,2090.63%+1,209
DRAFTKINGS INC NEW(DKNG)030,000+30,00001,1160.58%+1,116
WAYFAIR INC(W)025,000+25,00001,1080.58%+1,108
EATON CORP PLC(ETN)1,5254,750+3,2255051,5760.82%+1,071
ROPER TECHNOLOGIES INC(ROP)9253,025+2,1005151,5730.82%+1,058
META PLATFORMS INC(META)5,0006,615+1,6152,8623,8732.01%+1,011
NCINO INC(NCNO)(Call)030,000+30,00001,007+1,007
AMAZON COM INC(AMZN)038,500+38,50008,4474.39%+8,447
PALO ALTO NETWORKS INC(PANW)1,5008,125+6,6255131,4780.77%+966
ALLSTATE CORP(ALL)05,000+5,00009640.50%+964
SPOTIFY TECHNOLOGY S A(SPOT)1,3753,250+1,8755071,4540.76%+947
TPG INC(TPG)015,000+15,00009430.49%+943
INFUSYSTEM HLDGS INC618,085597,613-20,4724,1415,0502.62%+909
CALUMET INC(CLMT)040,000+40,00008810.46%+881
DEERE & CO(DE)(Put)02,000+2,0000847+847
UNITY SOFTWARE INC(U)037,500+37,50008430.44%+843
UNION PAC CORP(UNP)3,0757,000+3,9257581,5960.83%+838
ZOETIS INC(ZTS)(Call)05,000+5,0000815+815
COUPANG INC(CPNG)035,000+35,00007690.40%+769
PRIMO BRANDS CORPORATION(PRMB)025,000+25,00007690.40%+769
VISTRA CORP(VST)05,375+5,37507410.39%+741
ALIGN TECHNOLOGY INC03,500+3,50007300.38%+730
CONSTELLATION ENERGY CORP(CEG)03,250+3,25007270.38%+727
NATERA INC(NTRA)04,500+4,50007120.37%+712
PERIMETER SOLUTIONS INC(PRM)055,000+55,00007030.37%+703
EXACT SCIENCES CORP(EXK)012,500+12,50007020.36%+702
EMBRAER S.A.(EMBJ)14,25032,500+18,2505041,1920.62%+688
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,25013,350+2,1001,9542,6361.37%+683
FENNEC PHARMACEUTICALS INC0466,869+466,86902,9511.53%+2,951
LIQUIDIA CORPORATION(LQDA)0339,158+339,15803,9882.07%+3,988
TAIWAN SEMICONDUCTOR MFG LTD(TSM)(Put)03,000+3,0000592+592
S&P GLOBAL INC(SPGI)2,0003,250+1,2501,0331,6190.84%+585
NEBIUS GROUP N.V.(NBIS)(Call)020,100+20,1000557+557
WAYFAIR INC(W)(Call)012,500+12,5000554+554
MOODYS CORP(MCO)2,1503,250+1,1001,0201,5380.80%+518
JPMORGAN CHASE & CO.(JPM)2,5004,000+1,5005279590.50%+432
VISA INC(V)(Put)2,5003,500+1,0006871,106+419
EXXON MOBIL CORP5,0008,950+3,9505869630.50%+377
NVIDIA CORPORATION(NVDA)(Put)10,50012,000+1,5001,2751,611+336
ACCURAY INC1,849,1841,849,18403,3293,6611.90%+333
DEERE & CO(DE)1,7502,500+7507301,0590.55%+329
BOSTON SCIENTIFIC CORP(BSX)15,00017,500+2,5001,2571,5630.81%+306
PHILIP MORRIS INTL INC(PM)(Call)02,500+2,5000301+301
PROGRESSIVE CORP(PGR)2,0003,250+1,2505087790.40%+271
GFL ENVIRONMENTAL INC(GFL)12,50016,500+4,0004997350.38%+236
INTUITIVE SURGICAL INC2,5752,875+3001,2651,5010.78%+236
UNITY SOFTWARE INC(U)(Call)010,000+10,0000225+225
DATADOG INC(DDOG)4,5005,000+5005187140.37%+197
EMERSON ELEC CO(EMR)5,0005,750+7505477130.37%+166
I3 VERTICALS INC81,60681,60601,7391,8800.98%+141
IDENTIV INC0785,557+785,55702,8751.49%+2,875
DIGITAL RLTY TR INC(DLR)1,7502,100+3502833720.19%+89
TRILLER GROUP INC033,182+33,1820790.04%+79
NETFLIX INC(NFLX)(Put)4004000284357+73
BOSTON SCIENTIFIC CORP(BSX)(Put)10,00010,0000838893+55
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
300,000300,00003,0033,0541.59%+51
SPOTIFY TECHNOLOGY S A(SPOT)(Put)5005000184224+39
OKTA INC(OKTA)(Call)5,0005,0000372394+22
LEDDARTECH HLDGS INC16,66516,6650020.00%+1
EATON CORP PLC(ETN)(Put)1,0001,00003313320
JAWS MUSTANG ACQUISITION COR10,0000-10,00000-0
MOODYS CORP(MCO)(Put)1,0001,0000475473-1
S&P GLOBAL INC(SPGI)(Put)5005000258249-9
APPLE INC(AAPL)(Put)5,0004,500-5001,1651,127-38
BRAZE INC(BRZE)(Call)2,5000-2,500810-81
WALMART INC(WMT)04,625+4,62504180.22%+418
TENET HEALTHCARE CORP(THC)(Put)1,0000-1,0001660-166
HUMANA INC(HUM)(Call)5,0005,500+5001,5841,395-188
THE REALREAL INC(REAL)70,0000-70,0002200-220
IQVIA HLDGS INC(IQV)(Put)1,0000-1,0002370-237
FERRARI N V
COM
000000
THERMO FISHER SCIENTIFIC INC(TMO)(Put)4000-4002470-247
CANADA GOOSE HLDGS INC(GOOS)(Call)102,600102,60001,2861,029-256
AMETEK INC1,5000-1,5002580-258
PROCORE TECHNOLOGIES INC(PCOR)(Call)5,0000-5,0003090-309
VANECK ETF TRUST(Put)
GOLD MINERS ETF
10,0000-10,0003980-398
AMERICAN TOWER CORP NEW(AMT)2,0000-2,0004650-465
SBA COMMUNICATIONS CORP NEW(SBAC)2,0000-2,0004810-481
TRANSACT TECHNOLOGIES INC640,168640,16803,1112,6181.36%-493
ENPHASE ENERGY INC(ENPH)4,3750-4,3754940-494
NETFLIX INC(NFLX)7000-7004960-496
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