HARVEY CAPITAL MANAGEMENT INC 13F Holdings

CIK 0001119032 · PALM BEACH, FL

As of Sep 30, 2025, HARVEY CAPITAL MANAGEMENT INC reported 85 positions worth $468.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology427,731$79.8M17.03%
AMAZON.COM INCAMZNEquity155,687$34.2M7.29%
ALPHABET INCGOOGEquity132,313$32.2M6.88%
APPLE INCAAPLTechnology98,089$25.0M5.33%
MICROSOFT CORPMSFTTechnology47,589$24.6M5.26%
NEWMONT CORPNEMBasic Materials169,300 4.3M3.05%
UNITED RENTALS INCURIIndustrials13,798 3.2M2.81%
ORACLE CORPORCLTechnology46,590 3.1M2.80%
ALPHABET INCGOOGLEquity52,437 2.7M2.72%
JPMORGAN CHASE & COJPMFinancial Services32,702 0.3M2.20%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services18,761$9.4M2.01%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials14,615$9.2M1.97%
VISA INC-CLASS A SHARESVFinancial Services23,462$8.0M1.71%
SALESFORCE INCCRMTechnology32,621$7.7M1.65%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services42,480$7.2M1.53%
REGENERON PHARMACEUTICALS INCREGNHealthcare11,402$6.4M1.37%
META PLATFORMS INCMETACommunication Services8,510$6.2M1.33%
VULCAN MATERIALS COVMCBasic Materials18,751$5.8M1.23%
GOLAR LNG LTDGLNGEnergy141,416$5.7M1.22%
AGNICO EAGLE MINES LTDAEMBasic Materials33,699$5.7M1.21%
NICE LTDNICETechnology39,171$5.7M1.21%
ELECTRONIC ARTS INCEACommunication Services27,671$5.6M1.19%
MOTOROLA SOLUTIONS INCMSITechnology11,934$5.5M1.16%
ELI LILLY & COLLYHealthcare6,681$5.1M1.09%
JAZZ PHARMACEUTICALS PLCJAZZHealthcare37,775$5.0M1.06%