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Kathleen A. McCarragher — Institutional Investor Profile | Buyside Digest

Kathleen A. McCarragher

Institutional Investor • Harbor Capital Appreciation Fund

Value

$0M

Stocks

49 Stocks (1 new)

Turnover

0.0%

CIK

0001039128EDGAR ↗

Website ↗

Top Holdings

IEMG(6.55%) SPYM(4.96%) AMZN(4.83%) GOOG(4.77%) AAPL(4.58%)

About Investor

Harbor Capital Appreciation Fund is managed by the experienced team at Jennison Associates LLC, which has overseen the fund since May 1990. The current portfolio management team includes Kathleen A. McCarragher as head of growth equity (9.25 years tenure), Blair A. Boyer and Natasha Kuhlkin (both with 3.25 years tenure), and Owuraka Koney. The team operates within Jennison's $220 billion platform, specifically managing $96 billion in flagship Large Cap Growth Equity strategies. This management depth is supported by Harbor Capital Advisors' institutional infrastructure as a subsidiary of ORIX Corporation, providing operational stability and resources for the fund's $28.6 billion in assets under management.

Investor Philosophy

Investment philosophy details pending verification.

Kathleen A. McCarragher Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
IEMG	None	Emerging Markets	General	$36.2M	6.5%	No Change
SPYM	None	State Street SPDR Portfolio S&P 500 ETF	General	$27.4M	5.0%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$26.7M	4.8%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$26.4M	4.8%	No Change
AAPL	None	Apple Inc.	Information Technology	$25.3M	4.6%	No Change
IDV	None	NVIDIA Corp	General	$24.5M	4.4%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$20.7M	3.7%	No Change
META	None	Meta Platforms, Inc.	Communication Services	$19.6M	3.5%	No Change
CSCO	None	Cisco Systems, Inc.	Information Technology	$16.2M	2.9%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$14.7M	2.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
UHALU-Haul Holding Company	$6.0M	+100.0%	1.1%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$26357.0M	-100.0%	0.0%	Sold Out
UHAL-BU-Haul Holding Co Non-Voting	$6.0M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General36.5%

Information Technology22.6%

Communication Services11.4%

Financials8.9%

Consumer Discretionary7.2%

Sector	Stocks	Value	Exposure
General	15	$201.7M	36.5%
Information Technology	11	$124.9M	22.6%
Communication Services	4	$62.9M	11.4%
Financials	6	$49.3M	8.9%
Consumer Discretionary	3	$40.0M	7.2%
Health Care	3	$26.7M	4.8%
Consumer Staples	3	$19.8M	3.6%
Industrials	3	$19.6M	3.5%
Energy	1	$8.2M	1.5%