HARBER ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCOI | 55K | $2.11M |
 | TXN | 54K | $9.85M |
 | BLDR | 52K | $6.33M |
 | BABA | 47K | $8.42M |
 | NVDA | 47K | $8.76M |
 | LW | 40K | $2.32M |
 | AMT | 39K | $7.53M |
 | ODFL | 37K | $5.24M |
 | UBER | 36K | $3.55M |
 | MTSI | 34K | $4.27M |
 | UNH | 33K | $11.47M |
 | V | 32K | $11.05M |
 | ADBE | 28K | $9.97M |
 | AMBA | 25K | $2.03M |
 | COHR | 24K | $2.59M |
 | AMZN | 22K | $4.81M |
 | EXP | 19K | $4.37M |
 | META | 12K | $8.51M |
Cogent Communications Holdings, Inc.
CCOI
Shares Held
55K
Value
$2.11M
Texas Instruments Incorporated
TXN
Shares Held
54K
Value
$9.85M
Builders FirstSource, Inc.
BLDR
Shares Held
52K
Value
$6.33M
Alibaba Group Holding Limited
BABA
Shares Held
47K
Value
$8.42M
NVIDIA Corporation
NVDA
Shares Held
47K
Value
$8.76M
Lamb Weston Holdings, Inc.
LW
Shares Held
40K
Value
$2.32M
American Tower Corporation
AMT
Shares Held
39K
Value
$7.53M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
37K
Value
$5.24M
Uber Technologies, Inc.
UBER
Shares Held
36K
Value
$3.55M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
34K
Value
$4.27M
UnitedHealth Group Incorporated
UNH
Shares Held
33K
Value
$11.47M
Visa Inc.
V
Shares Held
32K
Value
$11.05M
Adobe Inc.
ADBE
Shares Held
28K
Value
$9.97M
Ambarella, Inc.
AMBA
Shares Held
25K
Value
$2.03M
Coherent, Inc.
COHR
Shares Held
24K
Value
$2.59M
Amazon.com, Inc.
AMZN
Shares Held
22K
Value
$4.81M
Eagle Materials Inc.
EXP
Shares Held
19K
Value
$4.37M
Meta Platforms, Inc.
META
Shares Held
12K
Value
$8.51M