Harber Asset Management LLC
Asheville NC · SEC CIK 0001387921
$1.66亿2026Q2 申报市值
39持仓数
42.9%前十大占比 · 第一大 7.6%
8 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HCA 新建仓+$504.13万
DG 新建仓+$419.58万
ADI 新建仓+$339.58万
HD 新建仓+$332.22万
THRM 新建仓+$242.02万
2026Q2 卖出最多 按季末市值估算
MKSI 减仓-$1,117.78万
CRM 清仓-$609.81万
TXN 清仓-$564.71万
GEO 减仓-$560.37万
MRVL 减仓-$504.74万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $1,257.10万 | 7.55% | 42,200 | -16,944 | -28.6% | -$504.74万 | 减仓 |
| V | VISA INC | $883.46万 | 5.31% | 25,750 | 3,987 | 18.3% | $136.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $737.55万 | 4.43% | 36,861 | 2,218 | 6.4% | $44.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $719.75万 | 4.33% | 17,317 | 956 | 5.8% | $39.73万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $657.60万 | 3.95% | 84,535 | -13,494 | -13.8% | -$104.97万 | 减仓 |
| AMZN | AMAZON COM INC | $642.80万 | 3.86% | 26,970 | 6,075 | 29.1% | $144.79万 | 加仓 |
| DHI | D R HORTON INC | $624.09万 | 3.75% | 38,316 | 878 | 2.3% | $14.30万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $576.19万 | 3.46% | 35,226 | 5,050 | 16.7% | $82.60万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $520.63万 | 3.13% | 13,757 | 2,217 | 19.2% | $83.90万 | 加仓 |
| NOW | SERVICENOW INC | $513.02万 | 3.08% | 51,674 | -30,464 | -37.1% | -$302.45万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $504.13万 | 3.03% | 12,930 | 12,930 | — | $504.13万 | 新建仓 |
| OKTA | OKTA INC | $488.40万 | 2.93% | 35,793 | -24,847 | -41.0% | -$339.04万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $470.63万 | 2.83% | 785,687 | 49,892 | 6.8% | $29.89万 | 加仓 |
| DOLE | DOLE PLC | $468.66万 | 2.82% | 341,592 | 7,830 | 2.3% | $10.74万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $461.12万 | 2.77% | 21,289 | -6,357 | -23.0% | -$137.69万 | 减仓 |
| INTU | INTUIT | $442.55万 | 2.66% | 16,956 | 1,870 | 12.4% | $48.81万 | 加仓 |
| DG | DOLLAR GEN CORP | $419.58万 | 2.52% | 36,450 | 36,450 | — | $419.58万 | 新建仓 |
| SAP | SAP SE | $418.38万 | 2.51% | 27,148 | -4,120 | -13.2% | -$63.49万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $409.96万 | 2.46% | 24,594 | 9,713 | 65.3% | $161.91万 | 加仓 |
| MKSI | MKS INC. | $404.77万 | 2.43% | 9,100 | -25,130 | -73.4% | -$1,117.78万 | 减仓 |
| APPN | APPIAN CORP | $385.40万 | 2.32% | 168,296 | 20,870 | 14.2% | $47.79万 | 加仓 |
| FISV | FISERV INC | $345.58万 | 2.08% | 70,454 | 34,230 | 94.5% | $167.90万 | 加仓 |
| ADI | ANALOG DEVICES INC | $339.58万 | 2.04% | 8,550 | 8,550 | — | $339.58万 | 新建仓 |
| HD | HOME DEPOT INC | $332.22万 | 2.00% | 9,420 | 9,420 | — | $332.22万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $330.71万 | 1.99% | 26,576 | 6,663 | 33.5% | $82.91万 | 加仓 |
| EXP | EAGLE MATLS INC | $327.78万 | 1.97% | 14,568 | -2,188 | -13.1% | -$49.23万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $323.31万 | 1.94% | 8,500 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $323.01万 | 1.94% | 45,239 | 15,952 | 54.5% | $113.90万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $313.42万 | 1.88% | 104,579 | 1,020 | 1.0% | $3.06万 | 加仓 |
| WDAY | WORKDAY INC | $272.79万 | 1.64% | 22,283 | -14,660 | -39.7% | -$179.47万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $258.46万 | 1.55% | 9,197 | -7,803 | -45.9% | -$219.29万 | 重新持有 |
| THRM | GENTHERM INC | $242.02万 | 1.45% | 70,952 | 70,952 | — | $242.02万 | 新建仓 |
| GEO | GEO GROUP INC | $228.59万 | 1.37% | 77,358 | -189,635 | -71.0% | -$560.37万 | 减仓 |
| — | AGORA INC | $201.97万 | 1.21% | 506,189 | 341,320 | 207.0% | $136.19万 | 加仓 |
| — | OMEGA FLEX INC | $201.56万 | 1.21% | 64,212 | 47,624 | 287.1% | $149.49万 | 加仓 |
| POOL | POOL CORP | $201.36万 | 1.21% | 9,370 | 9,370 | — | $201.36万 | 新建仓 |
| ENTG | ENTEGRIS INC | $179.86万 | 1.08% | 10,000 | -20,024 | -66.7% | -$360.15万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $119.32万 | 0.72% | 10,450 | 10,450 | — | $119.32万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $93.22万 | 0.56% | 2,500 | 2,500 | — | $93.22万 | 新建仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -32,668 | -100.0% | -$609.81万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -29,088 | -100.0% | -$564.71万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -41,677 | -100.0% | -$324.62万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -32,958 | -100.0% | -$212.94万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -9,624 | -100.0% | -$190.83万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -23,527 | -100.0% | -$162.60万 | 清仓 |
| KN | KNOWLES CORP | $0 | 0.00% | 0 | -62,818 | -100.0% | -$161.32万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -54,000 | -100.0% | -$116.86万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -9,600 | -100.0% | -$79.04万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -45,342 | -100.0% | -$59.53万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -361 | -100.0% | -$7.71万 | 清仓 |