Universe · entity
HARVEY CAPITAL MANAGEMENT INC
Institutional manager (13F) · CIK 1119032
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $423M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORP | $70M | 402,070 |
| 2 | ALPHABET INC | $37M | 129,268 |
| 3 | AMAZON.COM INC | $33M | 156,705 |
| 4 | APPLE COMPUTER INC | $25M | 98,028 |
| 5 | MICROSOFT CORP | $17M | 46,287 |
| 6 | ALPHABET INC CAP STK | $15M | 52,437 |
| 7 | JP MORGAN CHASE | $11M | 37,577 |
| 8 | UNITED RENTALS INC | $10M | 13,806 |
| 9 | NEWMONT MNG CORP HLDG CO | $10M | 88,595 |
| 10 | BERKSHIRE HATHAWAY INC DEL | $9M | 18,671 |
| 11 | INTERCONTINENTAL EXCHANGE INC | $9M | 56,140 |
| 12 | MARTIN MARIETTA MATERIALS | $9M | 14,490 |
| 13 | MOTOROLA SOLUTIONS INC | $8M | 18,557 |
| 14 | REGENERON PHARMACEUTICALS | $8M | 9,976 |
| 15 | SALESFORCE.COM INC | $8M | 40,209 |
| 16 | VISA INC COM | $7M | 23,577 |
| 17 | GOLAR LNG LIMITED COM STK USD1 | $7M | 125,775 |
| 18 | JAZZ PHARMACEUTICALS PLC COM U | $7M | 35,320 |
| 19 | LILLY, ELI CO | $6M | 6,373 |
| 20 | HALOZYME THERAPEUTICS INC | $6M | 90,600 |
| 21 | EXPAND ENERGY CORP | $6M | 50,953 |
| 22 | META PLATFORMS INC CLASS A COM | $5M | 9,300 |
| 23 | RAYONIER INC | $5M | 256,000 |
| 24 | BANK OF AMERICA CORP | $5M | 107,475 |
| 25 | AGNICO EAGLE MINES LTD | $5M | 25,528 |
| 26 | VULCAN MATERIALS | $5M | 18,854 |
| 27 | ARISTA NETWORKS INC | $5M | 41,174 |
| 28 | ZOOM VIDEO COMMUNICATIONS INC | $5M | 58,715 |
| 29 | ISHARES SP 500 INDEX ETF | $5M | 7,138 |
| 30 | ONEOK INC | $4M | 48,798 |
| 31 | HOME DEPOT | $4M | 13,382 |
| 32 | BRIDGEBIO PHARMA | $4M | 57,285 |
| 33 | INTUIT | $4M | 9,493 |
| 34 | TAKE-TWO INTERACTIVE SOFTWRE | $4M | 20,258 |
| 35 | MASTERCARD INC | $4M | 7,950 |
| 36 | ORACLE CORPORATION | $4M | 26,355 |
| 37 | DHT HOLDINGS INC | $4M | 197,350 |
| 38 | WALMART STORES INC | $3M | 27,450 |
| 39 | ARGENX SE | $3M | 4,501 |
| 40 | MICRON | $3M | 9,678 |
| 41 | CYTOKINETICS INC | $3M | 49,295 |
| 42 | MERCADOLIBRE INC COM USD0.001 | $3M | 1,850 |
| 43 | PINTEREST INC | $3M | 172,660 |
| 44 | NAVIGATOR HOLDINGS LTD ORD | $3M | 163,761 |
| 45 | JACOBS SOLUTIONS INC. | $3M | 23,722 |
| 46 | EXPEDIA GROUP INC | $3M | 12,090 |
| 47 | AUTODESK INC | $2M | 9,665 |
| 48 | MARVELL TECHNOLOGY INC | $1M | 13,700 |
| 49 | JOHNSON JOHNSON | $1M | 5,000 |
| 50 | INTERNATIONAL SEAWAYS INC | $1M | 16,580 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.