13F HOLDINGS REPORT
HARVEY CAPITAL MANAGEMENT INC
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001119032-25-000002
Total Value
$424.9M
Positions
80
Other Managers
0
Confidential Omitted
Yes
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 431,795 | $58.0M | 13.65% |
| 2 | AMAZON.COM INC | AMZN | 156,846 | $34.4M | 8.10% |
| 3 | ALPHABET INC | GOOG | 135,940 | $25.9M | 6.09% |
| 4 | APPLE COMPUTER INC | AAPL | 103,191 | $25.8M | 6.08% |
| 5 | MICROSOFT CORP | MSFT | 58,080 | $24.5M | 5.76% |
| 6 | UNITED RENTALS INC | URI | 16,603 | $11.7M | 2.75% |
| 7 | ORACLE CORPORATION | ORCL-PD | 64,717 | $10.8M | 2.54% |
| 8 | ALPHABET INC CAP STK | GOOG | 52,230 | $9.9M | 2.33% |
| 9 | REGENERON PHARMACEUTICALS | REGN | 13,064 | $9.3M | 2.19% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 20,147 | $9.1M | 2.15% |
| 11 | GOLAR LNG LIMITED COM STK USD1 | GLNG | 211,950 | $9.0M | 2.11% |
| 12 | HALOZYME THERAPEUTICS INC | HALO | 185,435 | $8.9M | 2.09% |
| 13 | SALESFORCE.COM INC | CRM | 25,306 | $8.5M | 1.99% |
| 14 | JP MORGAN CHASE | VYLD | 35,070 | $8.4M | 1.98% |
| 15 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 44,905 | $8.3M | 1.95% |
| 16 | ELECTRONIC ARTS | EA | 52,961 | $7.7M | 1.82% |
| 17 | VISA INC COM | V | 24,460 | $7.7M | 1.82% |
| 18 | CHART INDUSTRIES INC | 16115Q308 | 38,637 | $7.4M | 1.74% |
| 19 | NICE LTD ADR-EACH CNV INTO 1 O | NCSYF | 42,836 | $7.3M | 1.71% |
| 20 | MARTIN MARIETTA MATERIALS | 573284106 | 13,886 | $7.2M | 1.69% |
| 21 | ARGENX SE | ARGX | 11,561 | $7.1M | 1.67% |
| 22 | EXPEDIA GROUP INC | EXPE | 37,260 | $6.9M | 1.63% |
| 23 | ZOOM VIDEO COMMUNICATIONS INC | ZM | 69,155 | $5.6M | 1.33% |
| 24 | AUTODESK INC | ADSK | 18,343 | $5.4M | 1.28% |
| 25 | META PLATFORMS INC CLASS A COM | META | 9,160 | $5.4M | 1.26% |
| 26 | AGNICO EAGLE MINES LTD | AEM | 65,992 | $5.2M | 1.21% |
| 27 | VULCAN MATERIALS | 929160109 | 19,361 | $5.0M | 1.17% |
| 28 | PINTEREST INC | PINS | 164,660 | $4.8M | 1.12% |
| 29 | BANK OF AMERICA CORP | 060505104 | 101,800 | $4.5M | 1.05% |
| 30 | MASTERCARD INC | MA | 8,205 | $4.3M | 1.02% |
| 31 | WALMART STORES INC | WMT | 46,950 | $4.2M | 1.00% |
| 32 | HOME DEPOT | HD | 10,153 | $3.9M | 0.93% |
| 33 | ISHARES SP 500 INDEX ETF | 464287200 | 6,624 | $3.9M | 0.92% |
| 34 | HERC HOLDINGS INC | HRI | 20,508 | $3.9M | 0.91% |
| 35 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 25,720 | $3.8M | 0.90% |
| 36 | DELL TECHNOLOGIES | DELL | 31,250 | $3.6M | 0.85% |
| 37 | MERCADOLIBRE INC COM USD0.001 | MELI | 1,850 | $3.1M | 0.74% |
| 38 | JAZZ PHARMACEUTICALS PLC COM U | JAZZ | 25,450 | $3.1M | 0.74% |
| 39 | OPERA LIMITED SPON ADS EACH RE | OPRA | 137,220 | $2.6M | 0.61% |
| 40 | HEWLETT PACKARD ENTERPRISE | HPE-PC | 120,780 | $2.6M | 0.61% |
| 41 | NAVIGATOR HOLDINGS LTD ORD | NVGS | 163,100 | $2.5M | 0.59% |
| 42 | FISERV INC | FISV | 11,520 | $2.4M | 0.56% |
| 43 | SYNOPSYS INC | SNPS | 4,755 | $2.3M | 0.54% |
| 44 | MICRON | MU | 24,360 | $2.1M | 0.48% |
| 45 | FIVE9 INC COM USD0.001 | FIVN | 48,410 | $2.0M | 0.46% |
| 46 | COMCAST CL A VTG | CCZ | 46,367 | $1.7M | 0.41% |
| 47 | CHARTER COMMUNICATIONS INC NEW | 16119P108 | 5,036 | $1.7M | 0.41% |
| 48 | SUMMIT MATERIALS INC | 86614U100 | 27,592 | $1.4M | 0.33% |
| 49 | BERKSHIRE HATHAWAY INC | BRK-A | 2 | $1.4M | 0.32% |
| 50 | PRUDENTIAL FINANCIAL INC | PUKPF | 11,032 | $1.3M | 0.31% |
| 51 | HONEYWELL INTL INC | 438516106 | 5,300 | $1.2M | 0.28% |
| 52 | ADOBE SYSTEMS | ADBE | 2,375 | $1.1M | 0.25% |
| 53 | CYTOKINETICS INC | CYTK | 22,105 | $1.0M | 0.24% |
| 54 | AQUESTIVE THERAPUEUTICS | AQST | 267,390 | $951,908 | 0.22% |
| 55 | SOCIEDAD QUIMICA MINERA DE CH | 833635105 | 24,899 | $905,328 | 0.21% |
| 56 | CITIGROUP INC | C-PR | 12,700 | $893,953 | 0.21% |
| 57 | INMODE LTD COM ILS0.01 | INMD | 51,490 | $859,883 | 0.20% |
| 58 | COSTCO WHOLESALE | 22160K105 | 870 | $797,155 | 0.19% |
| 59 | LILLY, ELI CO | LLY | 1,025 | $791,300 | 0.19% |
| 60 | TECHNOLOGY SECTOR ETF | 81369Y803 | 3,255 | $756,853 | 0.18% |
| 61 | JOHNSON JOHNSON | JNJ | 5,000 | $723,100 | 0.17% |
| 62 | ISHARES SP 500/BARRA GROWTH I | 464287309 | 7,000 | $710,710 | 0.17% |
| 63 | SUNCOR ENERGY INC NEW | SU | 19,150 | $683,272 | 0.16% |
| 64 | DIAMONDBACK ENERGY INC | FANG | 3,517 | $576,190 | 0.14% |
| 65 | PFIZER INC | PFE | 20,500 | $543,865 | 0.13% |
| 66 | SCORPIO TANKERS INC | STNG | 9,815 | $487,707 | 0.11% |
| 67 | NEWMONT MNG CORP HLDG CO | NEMCL | 11,300 | $420,586 | 0.10% |
| 68 | LINDE PLC COM EUR0.001 | LIN | 1,000 | $418,670 | 0.10% |
| 69 | COMMUNICATION SVCS SECTOR ETF | 81369Y852 | 4,115 | $398,373 | 0.09% |
| 70 | INVESCO QQQ TR | IVZ | 750 | $383,422 | 0.09% |
| 71 | TEEKAY TANKERS LTD (BM) COM US | TNK | 9,285 | $369,450 | 0.09% |
| 72 | BRIDGEBIO PHARMA | BBIO | 12,900 | $353,976 | 0.08% |
| 73 | CROWDSTRIKE HOLDINGS | CRWD | 1,000 | $342,160 | 0.08% |
| 74 | SPDR GOLD TRUST | GLD | 1,300 | $314,769 | 0.07% |
| 75 | SNOWFLAKE INC | SNOW | 2,000 | $308,820 | 0.07% |
| 76 | MERCK CO INC NEW | MRK | 2,800 | $278,544 | 0.07% |
| 77 | ISHARES NATL AMT FREE MUNI ETF | 464288414 | 2,510 | $267,440 | 0.06% |
| 78 | CONSUMER STAPLES SELECT SECTOR | 81369Y308 | 3,300 | $259,413 | 0.06% |
| 79 | RTX CORPORATION | RTX | 2,000 | $231,440 | 0.05% |
| 80 | SAFE BULKERS INC | SB-PC | 30,000 | $107,100 | 0.03% |