HARVEST MANAGEMENT LLC: 13F holdings

CIK 11403152026Q2

Positions55
Reported value$254.5m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
EA ELECTRONIC ARTS INC199,500$40.9m16.1%
BLD TOPBUILD COR43,692$18.6m7.3%
JHG JANUS HENDERSON GROUP PLC349,500$18.2m7.1%
PEN PENUMBRA INC57,487$18.2m7.1%
TMHC TAYLOR MORRISON HOME CORP252,500$18.1m7.1%
NSC NORFOLK SOUTHN CORP50,300$15.8m6.2%
TECH BIO-TECHNE CORP170,000$12.0m4.7%
WARNER BROS DISCOVERY INC435,166$11.6m4.6%
GTLS CHART INDS INC53,000$11.1m4.4%
APOGEE THERAPEUTICS INC79,000$10.5m4.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1140315")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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