account_balance

Investment manager · 13F filer · SEC CIK 1140315

Harvest Management LLC

Reported value$225Mas of Jun 30, 2026
Positions52 29 new, 20 sold out
Top 10 weight77.6%EA alone is 18%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
EA Electronic Arts Inc 18.2% Added +8%
BLD Topbuild Cor 8.3% New
JHG Janus Henderson Group PLC 8.1% Added +13%
PEN Penumbra Inc 8.1% Added +219%
TMHC Taylor Morrison Home Corp 8.0% New
NSC Norfolk Southern Corp 7.0% Trimmed −31%TECH Bio-techne Corp 5.3% New
WBD Warner Bros Discovery Inc 5.1% Trimmed −5%
GTLS Chart Inds Inc 4.9% New
APGE Apogee Therapeutics Inc 4.7% New
CPRX Catalyst Pharmaceuticals Inc 2.1% New
NUVL Nuvalent Inc 2.0% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • BLD $18.6M
  • TMHC $18.1M
  • TECH $12M
  • GTLS $11.1M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • TERN $13.6M
  • HOLX $12.3M
  • SEE $11.3M
  • CWAN $10.6M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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