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Harbor Advisors LLC

Q2 2025 · 13F-HR

Harbor Advisors LLCholdings as filed

Filed 2025-08-13 · accession 0001214659-25-011966

$611.0M
Reported value
190
Positions
2025-06-30
Period end
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The Brief · Harbor Advisors LLC · Q2 2025

AI · grounded in 13F

Harbor Advisors LLC established a new position in EQIX valued at $201.1M. The fund also initiated new stakes in AMZN for $33.9M and AAPL for $30.4M. Additional new positions include NVDA at $28.4M and GOOGL at $27.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$201.1M32.9%252,790CommonSOLE
023135106AMZNAMAZON COM INC$33.9M5.55%154,700CommonSOLE
037833100AAPLAPPLE INC$30.4M4.98%148,400CommonSOLE
67066G104NVDANVIDIA CORPORATION$28.4M4.65%180,000CommonSOLE
02079K305GOOGLALPHABET INC$27.4M4.49%155,600CommonSOLE
136385101CNQCANADIAN NAT RES LTD$15.7M2.57%499,800CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.6M2.39%26,000CommonSOLE
594918104MSFTMICROSOFT CORP$12.9M2.12%26,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$10.4M1.69%186,832CommonSOLE
30303M102METAMETA PLATFORMS INC$9.4M1.55%12,800CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$9.0M1.47%41,255CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.2M1.18%13,667CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.0M1.15%24,148CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$6.9M1.13%155,408CommonSOLE
69343T107PJTPJT PARTNERS INC$6.9M1.12%41,519CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$6.6M1.07%57,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$6.5M1.07%15,942CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.0M0.98%48,500CommonSOLE
872590104TMUST-MOBILE US INC$4.9M0.81%20,650CommonSOLE
441593100HLIHOULIHAN LOKEY INC$4.5M0.74%25,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.5M0.73%25,552CommonSOLE
09290D101BLKBLACKROCK INC$4.1M0.67%3,924CommonSOLE
29977A105EVREVERCORE INC$4.1M0.66%15,000CommonSOLE
615369105MCOMOODYS CORP$4.0M0.66%8,000CommonSOLE
670346105NUENUCOR CORP$3.6M0.59%27,992CommonSOLE
02079K107GOOGALPHABET INC$3.5M0.58%20,000CommonSOLE
931142103WMTWALMART INC$3.2M0.53%33,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.2M0.52%6,250CommonSOLE
294429105EFXEQUIFAX INC$3.1M0.51%12,000CommonSOLE
26875P101EOGEOG RES INC$3.1M0.51%25,900CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.7M0.44%8,375CommonSOLE
115236101BROBROWN & BROWN INC$2.7M0.44%24,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.6M0.42%12,500CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.5M0.41%14,500CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.5M0.40%4,500CommonSOLE
235851102DHRDANAHER CORPORATION$2.5M0.40%12,505CommonSOLE
00724F101ADBEADOBE INC$2.3M0.38%6,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.3M0.37%15,948CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$2.2M0.36%31,500CommonSOLE
35137L204FOXFOX CORP$2.1M0.35%41,266CommonSOLE
09260D107BXBLACKSTONE INC$2.0M0.34%13,700CommonSOLE
437076102HDHOME DEPOT INC$2.0M0.33%5,500CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.9M0.32%10,444CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.9M0.31%7,133CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$1.9M0.31%33,409CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.8M0.30%18,674CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.8M0.30%22,560CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.7M0.28%5,000CommonSOLE
30257X104FBKFB FINL CORP$1.7M0.28%37,387CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.26%20,000CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.6M0.26%20,000CommonSOLE
369604301GEGE AEROSPACE$1.5M0.25%6,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.25%3,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.5M0.25%60,043CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$1.5M0.25%27,500CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.5M0.25%11,000CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.5M0.24%18,746CommonSOLE
733174700BPOPPOPULAR INC$1.4M0.23%13,000CommonSOLE
92826C839VVISA INC$1.4M0.23%4,000CommonSOLE
023139884OSGAMBAC FINL GROUP INC$1.4M0.23%196,382CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$1.4M0.22%23,000CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$1.3M0.22%12,000CommonSOLE
526107107LIILENNOX INTL INC$1.3M0.21%2,200CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.20%3,000CommonSOLE
911363109URIUNITED RENTALS INC$1.1M0.18%1,500CommonSOLE
833445109SNOWSNOWFLAKE INC$1.1M0.18%5,000CommonSOLE
42809H107HESHESS CORP$1.1M0.18%8,000CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.0M0.17%11,500CommonSOLE
366651107ITGARTNER INC$1.0M0.17%2,500CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.0M0.17%21,455CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$991,8000.16%30,000CommonSOLE
75513E101RTXRTX CORPORATION$987,9710.16%6,766CommonSOLE
126408103CSXCSX CORP$978,9000.16%30,000CommonSOLE
11135F101AVGOBROADCOM INC$964,7750.16%3,500CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$951,4700.16%13,000CommonSOLE
98978V103ZTSZOETIS INC$931,9570.15%5,976CommonSOLE
617446448MSMORGAN STANLEY$930,8030.15%6,608CommonSOLE
60786M105MCMOELIS & CO$922,3360.15%14,800CommonSOLE
G0403H108AONAON PLC$891,9000.15%2,500CommonSOLE
30231G102XOMEXXON MOBIL CORP$868,5450.14%8,057CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$849,4900.14%19,000CommonSOLE
G3075P101ESGRUSDENSTAR GROUP LIMITED$840,9000.14%2,500CommonSOLE
12504L109CBRECBRE GROUP INC$840,7200.14%6,000CommonSOLE
20825C104COPCONOCOPHILLIPS$832,0690.14%9,272CommonSOLE
548661107LOWLOWES COS INC$820,9190.13%3,700CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$820,3500.13%15,000CommonSOLE
85423L103SAROSTANDARDAERO INC$795,2060.13%25,125CommonSOLE
91879Q109MTNVAIL RESORTS INC$785,6500.13%5,000CommonSOLE
717081103PFEPFIZER INC$774,7590.13%31,962CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$768,4000.13%40,000CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$767,9100.13%3,000CommonSOLE
58155Q103MCKMCKESSON CORP$732,7800.12%1,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$728,8000.12%1CommonSOLE
302941109FCNFTI CONSULTING INC$726,7500.12%4,500CommonSOLE
464287689IWVISHARES TR$702,0000.11%2,000CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$701,8200.11%9,000CommonSOLE
532457108LLYELI LILLY & CO$701,5770.11%900CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$680,9030.11%7,298CommonSOLE
64110L106NFLXNETFLIX INC$669,5650.11%500CommonSOLE
36828A101GEVGE VERNOVA INC$661,4380.11%1,250CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$642,0500.11%5,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$637,9600.10%2,000CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$629,0700.10%1,300CommonSOLE
969457100WMBWILLIAMS COS INC$628,1000.10%10,000CommonSOLE
166764100CVXCHEVRON CORP NEW$626,0270.10%4,372CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$604,2850.10%4,398CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$599,1300.10%7,000CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$583,1840.10%18,644CommonSOLE
55354G100MSCIMSCI INC$576,7400.09%1,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$567,6000.09%4,000CommonSOLE
75970E107RNSTRENASANT CORP$563,0590.09%15,671CommonSOLE
N07059210ASMLASML HOLDING N V$560,9730.09%700CommonSOLE
448579102HHYATT HOTELS CORP$558,6000.09%4,000CommonSOLE
87240R107TFSLTFS FINL CORP$547,2670.09%42,260CommonSOLE
380237107GDDYGODADDY INC$540,1800.09%3,000CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$510,3450.08%4,500CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$499,1520.08%1,600CommonSOLE
410495204HAFCHANMI FINL CORP$493,6000.08%20,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$491,9250.08%2,500CommonSOLE
N3168P101FERFERROVIAL SE$478,6870.08%8,973CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$460,7180.08%21,732CommonSOLE
47215P106JDJD.COM INC$456,9600.07%14,000CommonSOLE
92343E102VRSNVERISIGN INC$433,2000.07%1,500CommonSOLE
92333F101VGVENTURE GLOBAL INC$428,4500.07%27,500CommonSOLE
929089100VOYAVOYA FINANCIAL INC$426,0000.07%6,000CommonSOLE
172967424CCITIGROUP INC$425,6000.07%5,000CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$422,9700.07%23,000CommonSOLE
718546104PSXPHILLIPS 66$422,4410.07%3,541CommonSOLE
680033107ONBOLD NATL BANCORP IND$422,0840.07%19,779CommonSOLE
92338C103VLTOVERALTO CORP$420,6590.07%4,167CommonSOLE
69320M109PCBPCB BANCORP$419,6000.07%20,000CommonSOLE
462222100IONSIONIS PHARMACEUTICALS INC$414,8550.07%10,500CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$414,7720.07%212CommonSOLE
79466L302CRMSALESFORCE INC$409,0350.07%1,500CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$392,4270.06%12,271CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$388,6120.06%6,872CommonSOLE
761152107RMDRESMED INC$387,0000.06%1,500CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$386,7410.06%11,517CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$366,5730.06%13,272CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$357,0850.06%8,500CommonSOLE
49177J102KVUEKENVUE INC$354,7840.06%16,951CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$353,8750.06%500CommonSOLE
478160104JNJJOHNSON & JOHNSON$351,9360.06%2,304CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$339,3500.06%55,000CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$333,0040.05%2,800CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$328,5970.05%10,330CommonSOLE
351858105FNVFRANCO NEV CORP$327,8400.05%2,000CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$327,7350.05%1,500CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$327,4400.05%4,000CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$310,9000.05%10,000CommonSOLE
447011107HUNHUNTSMAN CORP$303,7010.05%29,146CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$302,5600.05%2,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$278,2500.05%10,500CommonSOLE
278768106SATSECHOSTAR CORP$277,0000.05%10,000CommonSOLE
12572Q105CMECME GROUP INC$275,6200.05%1,000CommonSOLE
571903202MARMARRIOTT INTL INC NEW$273,2100.04%1,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$271,7050.04%500CommonSOLE
35137L105FOXAFOX CORP$267,0870.04%4,766CommonSOLE
48251W104KKRKKR & CO INC$266,0600.04%2,000CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$261,6830.04%6,995CommonSOLE
458140100INTCINTEL CORP$257,6000.04%11,500CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$255,7800.04%1,000CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$250,7390.04%24,320CommonSOLE
31428X106FDXFEDEX CORP$243,4490.04%1,071CommonSOLE
69478X105LF2PACIFIC PREMIER BANCORP$233,7190.04%11,082CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$231,4500.04%5,000CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$229,3420.04%5,315CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$226,4900.04%1,000CommonSOLE
247361702DALDELTA AIR LINES INC DEL$226,3260.04%4,602CommonSOLE
375558103GILDGILEAD SCIENCES INC$221,7400.04%2,000CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$216,7500.04%5,000CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$214,4400.04%12,000CommonSOLE
01446U103ALRSALERUS FINL CORP$213,5220.03%9,867CommonSOLE
09075V102BNTXBIONTECH SE$212,9400.03%2,000CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$203,9700.03%3,000CommonSOLE
464286400EWZISHARES INC$201,9500.03%7,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$201,8800.03%2,000CommonSOLE
680665205OLNOLIN CORP$200,9000.03%10,000CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$180,7700.03%26,467CommonSOLE
74930B105RBBRBB BANCORP$172,1000.03%10,000CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$165,8000.03%10,000CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$126,5250.02%17,500CommonSOLE
87615L107THTARGET HOSPITALITY CORP$106,8000.02%15,000CommonSOLE
088929104BGCBGC GROUP INC$102,3000.02%10,000CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$100,5400.02%10,044CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$75,6810.01%21,081CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$66,6000.01%10,000CommonSOLE
50127T109KURAKURA ONCOLOGY INC$57,7000.01%10,000CommonSOLE
40049J206TVGRUPO TELEVISA S A B$53,9350.01%24,628CommonSOLE
03589W102ANNXANNEXON INC$24,0000.00%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.