HARVEST MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
63
Total value ($000)
$231,343
Net value change ($000)
-3,674 (-1.6%)
New positions
31
Sold out positions
28
Turnover %
146.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CYBR 38,052 NEW
VRNA 22,089 NEW
NSC 19,947 NEW
Merus N.V. 12,240 NEW
TGNA 10,958 NEW
KEL 10,277 163.4%
TRML 4,783 NEW
EA 4,357 NEW
AVDX 3,219 263.0%
TASK 2,912 267.2%
Top Reduces (Value $000, Stocks/ETFs)
SpringWorks Therapeutics, Inc. -32,306 -100.0%
SKAA -23,492 -100.0%
AHC -21,669 -100.0%
AKX -15,433 -100.0%
BPMC -12,177 -100.0%
Sage Therapeutics, Inc. -8,110 -100.0%
JNP -7,331 -100.0%
WOO -7,228 -100.0%
ADY -7,159 -100.0%
FARO TECHNOLOGIES INC -5,710 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 27,702 (12.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type