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Harbor Advisors LLC

Q3 2025 · 13F-HR

Harbor Advisors LLCholdings as filed

Filed 2025-11-12 · accession 0001214659-25-016246

$648.4M
Reported value
190
Positions
2025-09-30
Period end
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The Brief · Harbor Advisors LLC · Q3 2025

AI · grounded in 13F

Harbor Advisors LLC established a new position in EQIX valued at $197.99M. The fund also initiated new stakes in GOOGL for $37.82M and AAPL for $37.78M. Additional new positions include AMZN at $33.96M and NVDA at $33.58M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEQUINIX INC$198.0M30.5%252,790CommonSOLE
02079K305GOOGLALPHABET INC$37.8M5.83%155,600CommonSOLE
037833100AAPLAPPLE INC$37.8M5.83%148,400CommonSOLE
023135106AMZNAMAZON COM INC$34.0M5.24%154,700CommonSOLE
67066G104NVDANVIDIA CORPORATION$33.6M5.18%180,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$16.0M2.46%499,800CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.8M2.28%26,000CommonSOLE
594918104MSFTMICROSOFT CORP$13.5M2.08%26,000CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$12.9M1.98%186,832CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$9.5M1.47%57,000CommonSOLE
30303M102METAMETA PLATFORMS INC$9.4M1.45%12,800CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$9.3M1.43%41,255CommonSOLE
595112103MUMICRON TECHNOLOGY INC$8.1M1.25%48,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.6M1.17%24,148CommonSOLE
69343T107PJTPJT PARTNERS INC$7.4M1.14%41,519CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$6.7M1.03%155,408CommonSOLE
78409V104SPGIS&P GLOBAL INC$6.7M1.03%13,667CommonSOLE
441593100HLIHOULIHAN LOKEY INC$5.1M0.79%25,000CommonSOLE
29977A105EVREVERCORE INC$5.1M0.78%15,000CommonSOLE
872590104TMUST-MOBILE US INC$4.9M0.76%20,650CommonSOLE
02079K107GOOGALPHABET INC$4.9M0.75%20,000CommonSOLE
09290D101BLKBLACKROCK INC$4.6M0.71%3,924CommonSOLE
253868103DLRDIGITAL RLTY TR INC$4.4M0.68%25,552CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4.4M0.68%15,942CommonSOLE
615369105MCOMOODYS CORP$3.8M0.59%8,000CommonSOLE
670346105NUENUCOR CORP$3.8M0.58%27,992CommonSOLE
931142103WMTWALMART INC$3.4M0.52%33,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$3.1M0.48%27,600CommonSOLE
294429105EFXEQUIFAX INC$3.1M0.47%12,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.1M0.47%6,250CommonSOLE
26875P101EOGEOG RES INC$2.9M0.45%25,900CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$2.8M0.44%4,500CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$2.6M0.40%8,375CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.5M0.39%12,500CommonSOLE
235851102DHRDANAHER CORPORATION$2.5M0.38%12,505CommonSOLE
35137L204FOXFOX CORP$2.4M0.36%41,265CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$2.4M0.36%31,500CommonSOLE
09260D107BXBLACKSTONE INC$2.3M0.36%13,700CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.3M0.36%14,500CommonSOLE
30257X104FBKFB FINL CORP$2.3M0.35%40,799CommonSOLE
115236101BROBROWN & BROWN INC$2.3M0.35%24,000CommonSOLE
437076102HDHOME DEPOT INC$2.2M0.34%5,500CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.1M0.33%15,947CommonSOLE
00724F101ADBEADOBE INC$2.1M0.33%6,000CommonSOLE
369604301GEGE AEROSPACE$2.1M0.32%7,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.1M0.32%10,444CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$2.0M0.31%33,409CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.0M0.31%11,000CommonSOLE
166764100CVXCHEVRON CORP NEW$2.0M0.30%12,572CommonSOLE
22160N109CSGPCOSTAR GROUP INC$1.9M0.29%22,560CommonSOLE
23204G100CUBICUSTOMERS BANCORP INC$1.9M0.29%29,000CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1.9M0.29%7,133CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.8M0.27%5,000CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.26%20,000CommonSOLE
733174700BPOPPOPULAR INC$1.7M0.25%13,000CommonSOLE
023139884OSGAMBAC FINL GROUP INC$1.6M0.25%196,382CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.5M0.23%20,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.5M0.23%3,500CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.22%3,000CommonSOLE
911363109URIUNITED RENTALS INC$1.4M0.22%1,500CommonSOLE
127097103CTRACOTERRA ENERGY INC$1.4M0.22%60,043CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.4M0.22%18,746CommonSOLE
92826C839VVISA INC$1.4M0.21%4,000CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$1.2M0.18%18,674CommonSOLE
526107107LIILENNOX INTL INC$1.2M0.18%2,200CommonSOLE
11135F101AVGOBROADCOM INC$1.2M0.18%3,500CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.17%6,766CommonSOLE
833445109SNOWSNOWFLAKE INC$1.1M0.17%5,000CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$1.1M0.17%12,000CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$1.1M0.17%21,455CommonSOLE
126408103CSXCSX CORP$1.1M0.16%30,000CommonSOLE
60786M105MCMOELIS & CO$1.1M0.16%14,800CommonSOLE
617446448MSMORGAN STANLEY$1.1M0.16%6,608CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$1.0M0.16%11,500CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$983,0150.15%5,500CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$981,3000.15%15,000CommonSOLE
12504L109CBRECBRE GROUP INC$945,3600.15%6,000CommonSOLE
548661107LOWLOWES COS INC$929,8470.14%3,700CommonSOLE
31946M103FCNCAFIRST CTZNS BANCSHARES INC D$916,0500.14%512CommonSOLE
30231G102XOMEXXON MOBIL CORP$908,4270.14%8,057CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$901,2300.14%3,000CommonSOLE
G0403H108AONAON PLC$891,4500.14%2,500CommonSOLE
20825C104COPCONOCOPHILLIPS$877,0380.14%9,272CommonSOLE
98978V103ZTSZOETIS INC$874,4080.13%5,976CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$815,4800.13%19,000CommonSOLE
717081103PFEPFIZER INC$814,3920.13%31,962CommonSOLE
957638109WALWESTERN ALLIANCE BANCORP$780,4800.12%9,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$776,1000.12%13,000CommonSOLE
58155Q103MCKMCKESSON CORP$772,5400.12%1,000CommonSOLE
36828A101GEVGE VERNOVA INC$768,6250.12%1,250CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$765,3000.12%30,000CommonSOLE
278768106SATSECHOSTAR CORP$763,6000.12%10,000CommonSOLE
464287689IWVISHARES TR$757,8800.12%2,000CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$754,3000.12%5,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.12%1CommonSOLE
91879Q109MTNVAIL RESORTS INC$747,8500.12%5,000CommonSOLE
302941109FCNFTI CONSULTING INC$727,4250.11%4,500CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$714,9850.11%7,298CommonSOLE
532457108LLYELI LILLY & CO$686,7000.11%900CommonSOLE
85423L103SAROSTANDARDAERO INC$685,6610.11%25,125CommonSOLE
N07059210ASMLASML HOLDING N V$677,6630.10%700CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$677,2000.10%40,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$664,3200.10%2,000CommonSOLE
04911A107AUBATLANTIC UN BANKSHARES CORP$657,9470.10%18,644CommonSOLE
366651107ITGARTNER INC$657,1750.10%2,500CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$647,1600.10%4,000CommonSOLE
969457100WMBWILLIAMS COS INC$633,5000.10%10,000CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$629,3540.10%4,398CommonSOLE
64110L106NFLXNETFLIX INC$599,4600.09%500CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$596,0750.09%2,500CommonSOLE
36165L108GDSGDS HLDGS LTD$580,5000.09%15,000CommonSOLE
75970E107RNSTRENASANT CORP$578,1030.09%15,671CommonSOLE
448579102HHYATT HOTELS CORP$567,7200.09%4,000CommonSOLE
92333F101VGVENTURE GLOBAL INC$567,6000.09%40,000CommonSOLE
55354G100MSCIMSCI INC$567,4100.09%1,000CommonSOLE
87240R107TFSLTFS FINL CORP$556,7760.09%42,260CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$552,8380.09%1,300CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$552,4800.09%1,600CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$549,7800.08%7,000CommonSOLE
N3168P101FERFERROVIAL SE$513,5550.08%8,973CommonSOLE
026948109AIIAMERICAN INTEGRITY INS GROUP$513,1300.08%23,000CommonSOLE
172967424CCITIGROUP INC$507,5000.08%5,000CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$491,3610.08%21,732CommonSOLE
47215P106JDJD.COM INC$489,7200.08%14,000CommonSOLE
718546104PSXPHILLIPS 66$481,6470.07%3,541CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$471,9680.07%2,800CommonSOLE
929089100VOYAVOYA FINANCIAL INC$448,8000.07%6,000CommonSOLE
351858105FNVFRANCO NEV CORP$445,8200.07%2,000CommonSOLE
92338C103VLTOVERALTO CORP$444,2440.07%4,167CommonSOLE
410495204HAFCHANMI FINL CORP$432,0750.07%17,500CommonSOLE
15135B101CNCCENTENE CORP DEL$428,1600.07%12,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$427,2080.07%2,304CommonSOLE
69320M109PCBPCB BANCORP$420,0000.06%20,000CommonSOLE
92343E102VRSNVERISIGN INC$419,3550.06%1,500CommonSOLE
761152107RMDRESMED INC$410,5950.06%1,500CommonSOLE
380237107GDDYGODADDY INC$410,4900.06%3,000CommonSOLE
811707801SBCFSEACOAST BKG CORP FLA$403,8670.06%13,272CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$401,6250.06%8,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$398,1750.06%500CommonSOLE
30190A104FGF&G ANNUITIES & LIFE INC$383,7140.06%12,271CommonSOLE
139737100CBNKCAPITAL BANCORP INC MD$367,3920.06%11,517CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$362,1700.06%10,330CommonSOLE
79466L302CRMSALESFORCE INC$355,5000.05%1,500CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$341,5950.05%1,500CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$326,8000.05%2,000CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$318,2000.05%10,000CommonSOLE
35137L105FOXAFOX CORP$300,5440.05%4,766CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$298,2800.05%1,000CommonSOLE
437872104HTBHOMETRUST BANCSHARES INC$286,3750.04%6,995CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$285,7600.04%24,320CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$279,2900.04%1,000CommonSOLE
92686J106VKTXVIKING THERAPEUTICS INC$275,9400.04%10,500CommonSOLE
49177J102KVUEKENVUE INC$275,1150.04%16,951CommonSOLE
12572Q105CMECME GROUP INC$270,1900.04%1,000CommonSOLE
893641100TDGTRANSDIGM GROUP INC$263,6040.04%200CommonSOLE
447011107HUNHUNTSMAN CORP$261,7310.04%29,146CommonSOLE
247361702DALDELTA AIR LINES INC DEL$261,1640.04%4,602CommonSOLE
571903202MARMARRIOTT INTL INC NEW$260,4400.04%1,000CommonSOLE
48251W104KKRKKR & CO INC$259,9000.04%2,000CommonSOLE
680033107ONBOLD NATL BANCORP IND$253,5230.04%11,550CommonSOLE
31428X106FDXFEDEX CORP$252,5530.04%1,071CommonSOLE
680665205OLNOLIN CORP$249,9000.04%10,000CommonSOLE
35953C106FIPFTAI INFRASTRUCTURE INC$239,8000.04%55,000CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$231,1200.04%12,000CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$226,2600.03%5,315CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$225,5000.03%5,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$223,6150.03%500CommonSOLE
375558103GILDGILEAD SCIENCES INC$222,0000.03%2,000CommonSOLE
01446U103ALRSALERUS FINL CORP$218,4550.03%9,867CommonSOLE
464286400EWZISHARES INC$217,0000.03%7,000CommonSOLE
44267T102HHHHOWARD HUGHES HOLDINGS INC$214,7100.03%2,613CommonSOLE
40412C101HCAHCA HEALTHCARE INC$213,1000.03%500CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$212,6550.03%1,500CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$208,9970.03%605CommonSOLE
457030104IMKTAINGLES MKTS INC$208,6800.03%3,000CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$205,1600.03%4,000CommonSOLE
74930B105RBBRBB BANCORP$187,6000.03%10,000CommonSOLE
G3398L118PLGOFIDELIS INSURANCE HOLDINGS L$181,5000.03%10,000CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$179,9760.03%26,467CommonSOLE
63945M107NBBKNB BANCORP INC$176,5000.03%10,000CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$160,4750.02%17,500CommonSOLE
831349105SLDESLIDE INS HLDGS INC$157,8500.02%10,000CommonSOLE
87615L107THTARGET HOSPITALITY CORP$127,2000.02%15,000CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$115,1040.02%10,044CommonSOLE
088929104BGCBGC GROUP INC$94,6000.01%10,000CommonSOLE
095825105BRBSBLUE RIDGE BANKSHARES INC VA$89,1730.01%21,081CommonSOLE
50127T109KURAKURA ONCOLOGY INC$88,5000.01%10,000CommonSOLE
40049J206TVGRUPO TELEVISA S A B$66,2490.01%24,628CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$64,5000.01%10,000CommonSOLE
03589W102ANNXANNEXON INC$30,5000.00%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.