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Marjorie Gochberg Kellner

@Harvest Management Llc

Latest period2024 - Q3ReportedManaged Assets$196.718MTotal holdings44
Assets growth rate50.17%Assets growth rate (2-Q avg)19.26%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Harvest Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Harvest Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 196.718M in assets, with a quarterly growth rate of 50.17% and a 2-quarter average growth rate of 19.26%. The portfolio is managed by Marjorie Gochberg Kellner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HUBSHubspot Inc
Recent Activity
Exited
0%
$8.198M
13,900 shares@ $589.79 avg price
EVBGEverbridge Inc
Recent Activity
Exited
0%
$6.725M
192,200 shares@ $34.99 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$5.797M
20,000 shares@ $289.83 avg price
SILKSilk Rd Med Inc
Recent Activity
Exited
0%
$5.297M
195,910 shares@ $27.04 avg price
WKMEWalkme Ltd
Recent Activity
Exited
0%
$5.239M
375,000 shares@ $13.97 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$3.619M
8,000 shares@ $452.43 avg price
SLCAU S Silica Hldgs Inc
Recent Activity
Exited
0%
$2.458M
159,100 shares@ $15.45 avg price
HIBBHibbett Inc
Recent Activity
Exited
0%
$1.831M
21,000 shares@ $87.21 avg price
MMacys Inc
Recent Activity
Exited
0%
$1.041M
54,200 shares@ $19.2 avg price
SIMOSilicon Motion Technology Co
Recent Activity
Exited
0%
$769,405
9,500 shares@ $80.99 avg price