Harber Asset Management LLC
Asheville NC · SEC CIK 0001387921
$1.56亿2026Q1 申报市值
41持仓数
41.8%前十大占比 · 第一大 5.5%
16 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 新建仓+$652.29万
CRM 新建仓+$609.81万
SAP 新建仓+$535.34万
WDAY 新建仓+$479.96万
NOW 加仓+$453.10万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$1,030.67万
ADBE 清仓-$882.43万
GTM 清仓-$867.78万
OKTA 减仓-$837.95万
DLTR 清仓-$727.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $858.75万 | 5.49% | 82,138 | 43,338 | 111.7% | $453.10万 | 加仓 |
| MKSI | MKS INC. | $786.64万 | 5.03% | 34,230 | -18,309 | -34.8% | -$420.76万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $669.05万 | 4.28% | 98,029 | 41,937 | 74.8% | $286.22万 | 加仓 |
| V | VISA INC | $657.76万 | 4.21% | 21,763 | -8,971 | -29.2% | -$271.14万 | 减仓 |
| INTU | INTUIT | $652.29万 | 4.17% | 15,086 | 15,086 | — | $652.29万 | 新建仓 |
| CRM | SALESFORCE INC | $609.81万 | 3.90% | 32,668 | 32,668 | — | $609.81万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $604.17万 | 3.86% | 34,643 | -14,157 | -29.0% | -$246.90万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $585.82万 | 3.75% | 59,144 | -31,600 | -34.8% | -$313.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $564.71万 | 3.61% | 29,088 | -13,743 | -32.1% | -$266.81万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $540.20万 | 3.45% | 27,646 | -28,238 | -50.5% | -$551.77万 | 减仓 |
| SAP | SAP SE | $535.34万 | 3.42% | 31,268 | 31,268 | — | $535.34万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $520.78万 | 3.33% | 30,176 | -15,657 | -34.2% | -$270.21万 | 减仓 |
| DHI | D R HORTON INC | $513.72万 | 3.29% | 37,438 | -24,674 | -39.7% | -$338.58万 | 减仓 |
| WDAY | WORKDAY INC | $479.96万 | 3.07% | 36,943 | 36,943 | — | $479.96万 | 新建仓 |
| OKTA | OKTA INC | $477.30万 | 3.05% | 60,640 | -106,461 | -63.7% | -$837.95万 | 减仓 |
| DOLE | DOLE PLC | $476.95万 | 3.05% | 333,762 | -278,607 | -45.5% | -$398.13万 | 减仓 |
| GEO | GEO GROUP INC | $448.82万 | 2.87% | 266,993 | -213,137 | -44.4% | -$358.28万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $442.71万 | 2.83% | 16,361 | -11,938 | -42.2% | -$323.03万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $440.75万 | 2.82% | 103,559 | -57,843 | -35.8% | -$246.18万 | 减仓 |
| AMZN | AMAZON COM INC | $435.18万 | 2.78% | 20,895 | -21,774 | -51.0% | -$453.49万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $394.85万 | 2.53% | 19,913 | 19,913 | — | $394.85万 | 新建仓 |
| APPN | APPIAN CORP | $355.44万 | 2.27% | 147,426 | -42,027 | -22.2% | -$101.33万 | 减仓 |
| ENTG | ENTEGRIS INC | $352.00万 | 2.25% | 30,024 | -17,020 | -36.2% | -$199.54万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $339.94万 | 2.17% | 735,795 | 735,795 | — | $339.94万 | 新建仓 |
| CVLT | COMMVAULT SYS INC | $324.62万 | 2.08% | 41,677 | 41,677 | — | $324.62万 | 新建仓 |
| EXP | EAGLE MATLS INC | $317.44万 | 2.03% | 16,756 | -3,737 | -18.2% | -$70.80万 | 减仓 |
| NFLX | NETFLIX INC. | $281.59万 | 1.80% | 29,287 | 29,287 | — | $281.59万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $241.73万 | 1.55% | 14,881 | 14,881 | — | $241.73万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $236.65万 | 1.51% | 11,540 | 11,540 | — | $236.65万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $212.94万 | 1.36% | 32,958 | -67,124 | -67.1% | -$433.69万 | 减仓 |
| FISV | FISERV INC | $202.13万 | 1.29% | 36,224 | -121,627 | -77.1% | -$678.68万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $190.83万 | 1.22% | 9,624 | 9,624 | — | $190.83万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $188.76万 | 1.21% | 8,500 | -19,690 | -69.8% | -$437.26万 | 减仓 |
| MNDY | MONDAY COM LTD | $162.60万 | 1.04% | 23,527 | 23,527 | — | $162.60万 | 新建仓 |
| KN | KNOWLES CORP | $161.32万 | 1.03% | 62,818 | 62,818 | — | $161.32万 | 新建仓 |
| GTLB | GITLAB INC | $116.86万 | 0.75% | 54,000 | 54,000 | — | $116.86万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $79.04万 | 0.51% | 9,600 | -42,596 | -81.6% | -$350.69万 | 重新持有 |
| MRTN | MARTEN TRANS LTD | $59.53万 | 0.38% | 45,342 | 45,342 | — | $59.53万 | 新建仓 |
| — | AGORA INC | $58.36万 | 0.37% | 164,869 | -337,069 | -67.2% | -$119.32万 | 减仓 |
| — | OMEGA FLEX INC | $51.49万 | 0.33% | 16,588 | 16,588 | — | $51.49万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $7.71万 | 0.05% | 361 | -48,239 | -99.3% | -$1,030.67万 | 减仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -25,213 | -100.0% | -$882.43万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -853,275 | -100.0% | -$867.78万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -59,129 | -100.0% | -$727.35万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -47,127 | -100.0% | -$690.79万 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -139,385 | -100.0% | -$457.18万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -19,600 | -100.0% | -$409.15万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -36,281 | -100.0% | -$296.45万 | 清仓 |