HARBOR INVESTMENT ADVISORY, LLC DOCN — DIGITALOCEAN HLDGS INC COM

Ownership history in HARBOR INVESTMENT ADVISORY, LLC  ·  5 quarters on record

AI Ownership Summary

HARBOR INVESTMENT ADVISORY, LLC reported DIGITALOCEAN HLDGS INC COM (DOCN) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows DOCN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR INVESTMENT ADVISORY, LLC's position in DIGITALOCEAN HLDGS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DOCN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOCN stock page HARBOR INVESTMENT ADVISORY, LLC fund profile HARBOR INVESTMENT ADVISORY, LLC full holdings
How HARBOR INVESTMENT ADVISORY, LLC held DOCN — position size vs. price
% of Fund (quarterly)    DOCN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 768 +618 +412.0% 0.01% $121K 2026-07-07 $137.04
2025 Q1 REDUCED 79.2% -14.5% ✅ 150 -570 -79.2% 0.00% $5K 2025-04-09 $30.67
2024 Q4 ADDED — — — 720 +570 +380.0% 0.00% $25K 2025-01-16 $35.27
2024 Q3 ADDED — — — 150 +106 +240.9% 0.00% $6K 2024-10-04 $42.90
2024 Q1 INITIATED — — — 44 — — 0.00% $2K 2024-04-12 $35.11

🏢 Other funds also holding DOCN

As of 2026 Q2 — sorted by position size

Sincerus Advisory, LLC 2.93% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.15% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.08% GAMMA Investing LLC 0.02% CoreCap Advisors, LLC 3Y 0.01% ELEVATION WEALTH PARTNERS, LLC 0.01% Hilltop National Bank 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Dogwood Wealth Management LLC 0.0%

FAQ About HARBOR INVESTMENT ADVISORY, LLC and DOCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR INVESTMENT ADVISORY, LLC reported owning DOCN?

HARBOR INVESTMENT ADVISORY, LLC reported DOCN across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DOCN position in HARBOR INVESTMENT ADVISORY, LLC's portfolio?

The largest reported portfolio weight for DOCN was 0.01% in 2026 Q2.

What is the latest reported DOCN position on this page?

The most recent filing on this page is 2026 Q2, when HARBOR INVESTMENT ADVISORY, LLC reported 768 shares, equal to 0.01% of portfolio, with an estimated market value of $121K.

What does the chart on this DOCN ownership page compare?

The chart compares HARBOR INVESTMENT ADVISORY, LLC's quarterly DOCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR INVESTMENT ADVISORY, LLC time their DOCN position?

Based on 13F filing dates vs. subsequent DOCN price moves, HARBOR INVESTMENT ADVISORY, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DOCN relative to SPY over the holding period was -19.8%.

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