13F HOLDINGS REPORT
HARVEY CAPITAL MANAGEMENT INC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001119032-25-000004
Total Value
$382.2M
Positions
78
Other Managers
0
Confidential Omitted
Yes
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 478,197 | $51.8M | 13.56% |
| 2 | AMAZON.COM INC | AMZN | 156,786 | $29.8M | 7.80% |
| 3 | APPLE COMPUTER INC | AAPL | 102,959 | $22.9M | 5.98% |
| 4 | ALPHABET INC | GOOG | 136,239 | $21.3M | 5.57% |
| 5 | MICROSOFT CORP | MSFT | 52,359 | $19.7M | 5.14% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,271 | $10.3M | 2.69% |
| 7 | UNITED RENTALS INC | URI | 16,134 | $10.1M | 2.65% |
| 8 | HALOZYME THERAPEUTICS INC | HALO | 149,175 | $9.5M | 2.49% |
| 9 | ORACLE CORPORATION | ORCL-PD | 62,467 | $8.7M | 2.29% |
| 10 | NEWMONT MNG CORP HLDG CO | NEMCL | 177,925 | $8.6M | 2.25% |
| 11 | VISA INC COM | V | 24,352 | $8.5M | 2.23% |
| 12 | JP MORGAN CHASE | VYLD | 34,062 | $8.4M | 2.19% |
| 13 | REGENERON PHARMACEUTICALS | REGN | 13,092 | $8.3M | 2.17% |
| 14 | ALPHABET INC CAP STK | GOOG | 52,230 | $8.1M | 2.11% |
| 15 | ELECTRONIC ARTS | EA | 52,401 | $7.6M | 1.98% |
| 16 | MARTIN MARIETTA MATERIALS | 573284106 | 15,308 | $7.3M | 1.92% |
| 17 | SALESFORCE.COM INC | CRM | 24,779 | $6.6M | 1.74% |
| 18 | ARGENX SE | ARGX | 11,075 | $6.6M | 1.72% |
| 19 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 31,360 | $6.5M | 1.70% |
| 20 | NICE LTD ADR-EACH CNV INTO 1 O | NCSYF | 38,658 | $6.0M | 1.56% |
| 21 | GOLAR LNG LIMITED COM STK USD1 | GLNG | 155,571 | $5.9M | 1.55% |
| 22 | META PLATFORMS INC CLASS A COM | META | 9,280 | $5.3M | 1.40% |
| 23 | AGNICO EAGLE MINES LTD | AEM | 47,334 | $5.1M | 1.34% |
| 24 | PINTEREST INC | PINS | 164,400 | $5.1M | 1.33% |
| 25 | VULCAN MATERIALS | 929160109 | 19,466 | $4.5M | 1.19% |
| 26 | AUTODESK INC | ADSK | 17,263 | $4.5M | 1.18% |
| 27 | MASTERCARD INC | MA | 8,205 | $4.5M | 1.18% |
| 28 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 25,270 | $4.4M | 1.14% |
| 29 | CHART INDUSTRIES INC | 16115Q308 | 29,332 | $4.2M | 1.11% |
| 30 | EXPEDIA GROUP INC | EXPE | 25,120 | $4.2M | 1.10% |
| 31 | BANK OF AMERICA CORP | 060505104 | 98,950 | $4.1M | 1.08% |
| 32 | WALMART STORES INC | WMT | 46,950 | $4.1M | 1.08% |
| 33 | ISHARES SP 500 INDEX ETF | 464287200 | 7,191 | $4.0M | 1.06% |
| 34 | ZOOM VIDEO COMMUNICATIONS INC | ZM | 51,335 | $3.8M | 0.99% |
| 35 | HOME DEPOT | HD | 10,115 | $3.7M | 0.97% |
| 36 | MERCADOLIBRE INC COM USD0.001 | MELI | 1,850 | $3.6M | 0.94% |
| 37 | NAVIGATOR HOLDINGS LTD ORD | NVGS | 268,100 | $3.6M | 0.93% |
| 38 | JAZZ PHARMACEUTICALS PLC COM U | JAZZ | 25,405 | $3.2M | 0.83% |
| 39 | DELL TECHNOLOGIES | DELL | 31,225 | $2.8M | 0.74% |
| 40 | HERC HOLDINGS INC | HRI | 19,896 | $2.7M | 0.70% |
| 41 | NUCOR CORPORATION | NUE | 21,500 | $2.6M | 0.68% |
| 42 | MICRON | MU | 28,913 | $2.5M | 0.66% |
| 43 | SYNOPSYS INC | SNPS | 4,693 | $2.0M | 0.53% |
| 44 | FISERV INC | FISV | 7,870 | $1.7M | 0.45% |
| 45 | CHARTER COMMUNICATIONS INC NEW | 16119P108 | 4,372 | $1.6M | 0.42% |
| 46 | BERKSHIRE HATHAWAY INC | BRK-A | 2 | $1.6M | 0.42% |
| 47 | FIVE9 INC COM USD0.001 | FIVN | 57,030 | $1.5M | 0.41% |
| 48 | COMCAST CL A VTG | CCZ | 39,800 | $1.5M | 0.38% |
| 49 | AQUESTIVE THERAPUEUTICS | AQST | 499,570 | $1.4M | 0.38% |
| 50 | HONEYWELL INTL INC | 438516106 | 5,300 | $1.1M | 0.29% |
| 51 | PRUDENTIAL FINANCIAL INC | PUKPF | 9,916 | $1.1M | 0.29% |
| 52 | INTERNATIONAL SEAWAYS INC | INSW | 33,275 | $1.1M | 0.29% |
| 53 | SOCIEDAD QUIMICA MINERA DE CH | 833635105 | 24,899 | $989,237 | 0.26% |
| 54 | ADOBE SYSTEMS | ADBE | 2,415 | $926,225 | 0.24% |
| 55 | CYTOKINETICS INC | CYTK | 22,580 | $907,490 | 0.24% |
| 56 | JOHNSON JOHNSON | JNJ | 5,000 | $829,200 | 0.22% |
| 57 | LILLY, ELI CO | LLY | 975 | $805,262 | 0.21% |
| 58 | ISHARES SP 500/BARRA GROWTH I | 464287309 | 6,975 | $647,489 | 0.17% |
| 59 | TECHNOLOGY SECTOR ETF | 81369Y803 | 3,110 | $642,153 | 0.17% |
| 60 | COSTCO WHOLESALE | 22160K105 | 643 | $608,137 | 0.16% |
| 61 | BRIDGEBIO PHARMA | BBIO | 17,000 | $587,690 | 0.15% |
| 62 | MOTOROLA SOLUTIONS INC | MSI | 1,320 | $577,909 | 0.15% |
| 63 | LINDE PLC COM EUR0.001 | LIN | 1,000 | $465,640 | 0.12% |
| 64 | SUNCOR ENERGY INC NEW | SU | 11,325 | $438,504 | 0.11% |
| 65 | TEEKAY TANKERS LTD (BM) COM US | TNK | 10,585 | $405,088 | 0.11% |
| 66 | COMMUNICATION SVCS SECTOR ETF | 81369Y852 | 3,905 | $376,637 | 0.10% |
| 67 | SPDR GOLD TRUST | GLD | 1,300 | $374,582 | 0.10% |
| 68 | CROWDSTRIKE HOLDINGS | CRWD | 1,000 | $352,580 | 0.09% |
| 69 | INMODE LTD COM ILS0.01 | INMD | 16,800 | $298,032 | 0.08% |
| 70 | SNOWFLAKE INC | SNOW | 2,000 | $292,320 | 0.08% |
| 71 | CHEVRONTEXACO CORP | CVX | 1,625 | $271,846 | 0.07% |
| 72 | CONSUMER STAPLES SELECT SECTOR | 81369Y308 | 3,300 | $269,511 | 0.07% |
| 73 | RTX CORPORATION | RTX | 2,000 | $264,920 | 0.07% |
| 74 | ISHARES NATL AMT FREE MUNI ETF | 464288414 | 2,510 | $264,654 | 0.07% |
| 75 | MERCK CO INC NEW | MRK | 2,800 | $251,328 | 0.07% |
| 76 | INVESCO QQQ TR | IVZ | 500 | $234,460 | 0.06% |
| 77 | ISHARES ETHEREUM TR | 46438R105 | 10,000 | $138,200 | 0.04% |
| 78 | SAFE BULKERS INC | SB-PC | 30,000 | $110,700 | 0.03% |