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Portfolio (Quarterly) Guide ↗

HARVEST MANAGEMENT LLC

· CIK 0001140315
13F Portfolio $312M AUM 62 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 34 New 17 Added 6 Reduced 35 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABVX ABIVAX SA Healthcare 1,500.0 $202K 0.07% NEW $134.86 -8.0%
62 LUMN LUMEN TECHNOLOGIES INC Communication Services 12,540.0 $97K 0.03% $7.77 +21.5%
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Communication Services 55.0%
Industrials 25.2%
Technology 7.7%
Healthcare 6.6%
Energy 1.7%
Consumer Defensive 1.6%
Financial Services 0.9%
Utilities 0.6%
Consumer Cyclical 0.5%
Real Estate 0.3%