Harspring Capital Management, LLC
•CIK: 1652327•Filing: Q4 2025
**Harspring Capital Management, LLC** manages $270M across a focused portfolio of 14 positions. The firm exhibits significant conviction in technology and growth sectors, evidenced by top holdings including ENVA at $35.4M and DAR at $32.9M. Further allocations are notable in META ($29.4M) and AMZN ($28.7M), indicating a strategic tilt toward market leaders. This concentrated approach suggests active, high-conviction capital deployment within select, high-potential names.
Total AUM
$269.6M
QoQ Performance
+3.2%
Positions
14
Top 10 Concentration
89.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ENVA
DAR
OGM1
META
AMZN
GOOG
TPB
LC
ENVA13.1%
DAR12.2%
OGM111.2%
META10.9%
AMZN10.6%
GOOG7.9%
TPB7.3%
LC6.0%
📈 Biggest Buys
Sector Breakdown
Other70.6%
Technology18.8%
Consumer10.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑2 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023