Harbor Advisors LLC: 13F holdings
CIK 16871562026Q2
| Positions | 194 |
|---|
| Reported value | $795.1m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 194 (-3 vs prior quarter) |
|---|
| Reported value | $795.1m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EQIX EQUINIX INC | 239,240 | $249.4m | 31.4% |
| MU MICRON TECHNOLOGY INC | 50,000 | $57.7m | 7.3% |
| GOOGL ALPHABET INC | 145,600 | $52.0m | 6.5% |
| AAPL APPLE INC | 148,400 | $42.9m | 5.4% |
| AMZN AMAZON COM INC | 153,200 | $36.5m | 4.6% |
| NVDA NVIDIA CORPORATION | 180,000 | $36.0m | 4.5% |
| CNQ CANADIAN NAT RES LTD MED TER | 499,800 | $19.7m | 2.5% |
| IBKR INTERACTIVE BROKERS GROUP IN | 186,832 | $16.3m | 2.0% |
| FTAI FTAI AVIATION LTD | 57,000 | $15.4m | 1.9% |
| MA MASTERCARD INCORPORATED | 26,000 | $13.4m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1687156")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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