13F HOLDINGS REPORT
HARVEY CAPITAL MANAGEMENT INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001119032-25-000011
Total Value
$426.9M
Positions
79
Other Managers
0
Confidential Omitted
Yes
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 488,046 | $74.8M | 17.53% |
| 2 | AMAZON.COM INC | AMZN | 156,942 | $34.6M | 8.10% |
| 3 | MICROSOFT CORP | MSFT | 51,869 | $25.5M | 5.98% |
| 4 | ALPHABET INC | GOOG | 134,974 | $23.9M | 5.59% |
| 5 | APPLE COMPUTER INC | AAPL | 106,244 | $22.1M | 5.17% |
| 6 | UNITED RENTALS INC | URI | 16,074 | $12.4M | 2.91% |
| 7 | ORACLE CORPORATION | ORCL-PD | 54,896 | $12.0M | 2.82% |
| 8 | NEWMONT MNG CORP HLDG CO | NEMCL | 175,700 | $10.3M | 2.42% |
| 9 | JP MORGAN CHASE | VYLD | 33,872 | $9.8M | 2.30% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19,451 | $9.5M | 2.23% |
| 11 | ALPHABET INC CAP STK | GOOG | 52,437 | $9.2M | 2.16% |
| 12 | VISA INC COM | V | 24,022 | $8.5M | 2.00% |
| 13 | MARTIN MARIETTA MATERIALS | 573284106 | 15,118 | $8.4M | 1.97% |
| 14 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 42,980 | $7.8M | 1.83% |
| 15 | ELECTRONIC ARTS | EA | 48,726 | $7.8M | 1.82% |
| 16 | SALESFORCE.COM INC | CRM | 27,716 | $7.5M | 1.77% |
| 17 | META PLATFORMS INC CLASS A COM | META | 8,810 | $6.3M | 1.48% |
| 18 | NICE LTD ADR-EACH CNV INTO 1 O | NCSYF | 37,618 | $6.3M | 1.48% |
| 19 | REGENERON PHARMACEUTICALS | REGN | 11,742 | $6.3M | 1.47% |
| 20 | GOLAR LNG LIMITED COM STK USD1 | GLNG | 153,421 | $6.2M | 1.44% |
| 21 | PINTEREST INC | PINS | 159,500 | $5.7M | 1.33% |
| 22 | VULCAN MATERIALS | 929160109 | 19,266 | $5.1M | 1.19% |
| 23 | BANK OF AMERICA CORP | 060505104 | 98,050 | $4.7M | 1.11% |
| 24 | CHART INDUSTRIES INC | 16115Q308 | 28,792 | $4.7M | 1.10% |
| 25 | MERCADOLIBRE INC COM USD0.001 | MELI | 1,850 | $4.6M | 1.08% |
| 26 | WALMART STORES INC | WMT | 46,950 | $4.6M | 1.08% |
| 27 | HOME DEPOT | HD | 12,330 | $4.6M | 1.08% |
| 28 | MASTERCARD INC | MA | 8,095 | $4.6M | 1.07% |
| 29 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 18,910 | $4.5M | 1.06% |
| 30 | ISHARES SP 500 INDEX ETF | 464287200 | 7,191 | $4.5M | 1.05% |
| 31 | JAZZ PHARMACEUTICALS PLC COM U | JAZZ | 39,385 | $4.3M | 1.01% |
| 32 | MOTOROLA SOLUTIONS INC | MSI | 9,872 | $4.2M | 0.98% |
| 33 | AGNICO EAGLE MINES LTD | AEM | 35,534 | $4.2M | 0.98% |
| 34 | NAVIGATOR HOLDINGS LTD ORD | NVGS | 278,300 | $4.0M | 0.93% |
| 35 | AUTODESK INC | ADSK | 12,707 | $4.0M | 0.93% |
| 36 | ZOOM VIDEO COMMUNICATIONS INC | ZM | 50,125 | $3.9M | 0.91% |
| 37 | HALOZYME THERAPEUTICS INC | HALO | 64,820 | $3.4M | 0.80% |
| 38 | MICRON | MU | 28,013 | $3.4M | 0.79% |
| 39 | FISERV INC | FISV | 18,520 | $3.2M | 0.75% |
| 40 | NUCOR CORPORATION | NUE | 20,400 | $2.7M | 0.64% |
| 41 | HERC HOLDINGS INC | HRI | 18,611 | $2.6M | 0.60% |
| 42 | EXPEDIA GROUP INC | EXPE | 14,205 | $2.5M | 0.58% |
| 43 | SYNOPSYS INC | SNPS | 4,511 | $2.4M | 0.55% |
| 44 | BRIDGEBIO PHARMA | BBIO | 51,485 | $2.2M | 0.52% |
| 45 | CHARTER COMMUNICATIONS INC NEW | 16119P108 | 4,372 | $1.8M | 0.43% |
| 46 | ALEXANDRIA REAL ESTATE EQUITIE | 015271109 | 23,775 | $1.8M | 0.41% |
| 47 | BERKSHIRE HATHAWAY INC | BRK-A | 2 | $1.5M | 0.34% |
| 48 | HONEYWELL INTL INC | 438516106 | 5,300 | $1.3M | 0.30% |
| 49 | ARISTA NETWORKS INC | ANET | 12,295 | $1.2M | 0.28% |
| 50 | FIVE9 INC COM USD0.001 | FIVN | 44,375 | $1.2M | 0.28% |
| 51 | AQUESTIVE THERAPUEUTICS | AQST | 333,755 | $1.1M | 0.27% |
| 52 | INTERNATIONAL SEAWAYS INC | INSW | 28,980 | $1.1M | 0.25% |
| 53 | ADOBE SYSTEMS | ADBE | 2,360 | $925,356 | 0.22% |
| 54 | TECHNOLOGY SECTOR ETF | 81369Y803 | 3,110 | $780,517 | 0.18% |
| 55 | JOHNSON JOHNSON | JNJ | 5,000 | $779,600 | 0.18% |
| 56 | ISHARES SP 500/BARRA GROWTH I | 464287309 | 6,975 | $760,066 | 0.18% |
| 57 | OPERA LIMITED SPON ADS EACH RE | OPRA | 36,800 | $748,144 | 0.18% |
| 58 | CYTOKINETICS INC | CYTK | 21,930 | $737,725 | 0.17% |
| 59 | VISTRA CORP | VST | 3,600 | $666,360 | 0.16% |
| 60 | COSTCO WHOLESALE | 22160K105 | 633 | $624,113 | 0.15% |
| 61 | TEEKAY TANKERS LTD (BM) COM US | TNK | 11,985 | $501,932 | 0.12% |
| 62 | CROWDSTRIKE HOLDINGS | CRWD | 1,000 | $492,070 | 0.12% |
| 63 | LINDE PLC COM EUR0.001 | LIN | 1,000 | $476,750 | 0.11% |
| 64 | SNOWFLAKE INC | SNOW | 2,000 | $431,940 | 0.10% |
| 65 | COMMUNICATION SVCS SECTOR ETF | 81369Y852 | 3,905 | $420,803 | 0.10% |
| 66 | SPDR GOLD TRUST | GLD | 1,300 | $399,815 | 0.09% |
| 67 | PROCTER GAMBLE | 742718109 | 2,343 | $377,738 | 0.09% |
| 68 | CASEYS GENERAL STORES INC | 147528103 | 600 | $306,384 | 0.07% |
| 69 | NEW GOLD INC COM NPV ISIN #CA6 | 644535106 | 62,000 | $305,040 | 0.07% |
| 70 | RTX CORPORATION | RTX | 2,000 | $288,380 | 0.07% |
| 71 | PRUDENTIAL FINANCIAL INC | PUKPF | 2,600 | $283,400 | 0.07% |
| 72 | INVESCO QQQ TR | IVZ | 500 | $273,495 | 0.06% |
| 73 | CONSUMER STAPLES SELECT SECTOR | 81369Y308 | 3,300 | $270,534 | 0.06% |
| 74 | ISHARES NATL AMT FREE MUNI ETF | 464288414 | 2,510 | $261,768 | 0.06% |
| 75 | CHEVRONTEXACO CORP | CVX | 1,625 | $236,551 | 0.06% |
| 76 | INMODE LTD COM ILS0.01 | INMD | 13,950 | $206,878 | 0.05% |
| 77 | MERCK CO INC NEW | MRK | 2,500 | $204,525 | 0.05% |
| 78 | ISHARES ETHEREUM TR | 46438R105 | 10,000 | $181,900 | 0.04% |
| 79 | SAFE BULKERS INC | SB-PC | 30,000 | $109,200 | 0.03% |