13F HOLDINGS REPORT
HARVEY CAPITAL MANAGEMENT INC
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001119032-25-000014
Total Value
$468.6M
Positions
85
Other Managers
0
Confidential Omitted
Yes
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 427,731 | $79.8M | 17.03% |
| 2 | AMAZON.COM INC | AMZN | 155,687 | $34.2M | 7.29% |
| 3 | ALPHABET INC | GOOG | 132,313 | $32.2M | 6.88% |
| 4 | APPLE COMPUTER INC | AAPL | 98,089 | $25.0M | 5.33% |
| 5 | MICROSOFT CORP | MSFT | 47,589 | $24.6M | 5.26% |
| 6 | NEWMONT MNG CORP HLDG CO | NEMCL | 169,300 | $14.3M | 3.05% |
| 7 | UNITED RENTALS INC | URI | 13,798 | $13.2M | 2.81% |
| 8 | ORACLE CORPORATION | ORCL-PD | 46,590 | $13.1M | 2.80% |
| 9 | ALPHABET INC CAP STK | GOOG | 52,437 | $12.7M | 2.72% |
| 10 | JP MORGAN CHASE | VYLD | 32,702 | $10.3M | 2.20% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 18,761 | $9.4M | 2.01% |
| 12 | MARTIN MARIETTA MATERIALS | 573284106 | 14,615 | $9.2M | 1.97% |
| 13 | VISA INC COM | V | 23,462 | $8.0M | 1.71% |
| 14 | SALESFORCE.COM INC | CRM | 32,621 | $7.7M | 1.65% |
| 15 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 42,480 | $7.2M | 1.53% |
| 16 | REGENERON PHARMACEUTICALS | REGN | 11,402 | $6.4M | 1.37% |
| 17 | META PLATFORMS INC CLASS A COM | META | 8,510 | $6.2M | 1.33% |
| 18 | VULCAN MATERIALS | 929160109 | 18,751 | $5.8M | 1.23% |
| 19 | GOLAR LNG LIMITED COM STK USD1 | GLNG | 141,416 | $5.7M | 1.22% |
| 20 | AGNICO EAGLE MINES LTD | AEM | 33,699 | $5.7M | 1.21% |
| 21 | NICE LTD ADR-EACH CNV INTO 1 O | NCSYF | 39,171 | $5.7M | 1.21% |
| 22 | ELECTRONIC ARTS | EA | 27,671 | $5.6M | 1.19% |
| 23 | MOTOROLA SOLUTIONS INC | MSI | 11,934 | $5.5M | 1.16% |
| 24 | LILLY, ELI CO | LLY | 6,681 | $5.1M | 1.09% |
| 25 | JAZZ PHARMACEUTICALS PLC COM U | JAZZ | 37,775 | $5.0M | 1.06% |
| 26 | PINTEREST INC | PINS | 154,000 | $5.0M | 1.06% |
| 27 | ONEOK INC | OKE | 66,970 | $4.9M | 1.04% |
| 28 | ZOOM VIDEO COMMUNICATIONS INC | ZM | 59,165 | $4.9M | 1.04% |
| 29 | WALMART STORES INC | WMT | 46,950 | $4.8M | 1.03% |
| 30 | BANK OF AMERICA CORP | 060505104 | 92,950 | $4.8M | 1.02% |
| 31 | HOME DEPOT | HD | 11,815 | $4.8M | 1.02% |
| 32 | ISHARES SP 500 INDEX ETF | 464287200 | 7,026 | $4.7M | 1.00% |
| 33 | MARVELL TECHNOLOGY INC | MRVL | 54,480 | $4.6M | 0.98% |
| 34 | MASTERCARD INC | MA | 7,945 | $4.5M | 0.96% |
| 35 | MICRON | MU | 26,303 | $4.4M | 0.94% |
| 36 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 16,888 | $4.4M | 0.93% |
| 37 | MERCADOLIBRE INC COM USD0.001 | MELI | 1,850 | $4.3M | 0.92% |
| 38 | HALOZYME THERAPEUTICS INC | HALO | 57,820 | $4.2M | 0.90% |
| 39 | NAVIGATOR HOLDINGS LTD ORD | NVGS | 268,500 | $4.2M | 0.89% |
| 40 | ALEXANDRIA REAL ESTATE EQUITIE | 015271109 | 45,600 | $3.8M | 0.81% |
| 41 | FISERV INC | FISV | 27,995 | $3.6M | 0.77% |
| 42 | AUTODESK INC | ADSK | 9,786 | $3.1M | 0.66% |
| 43 | EXPEDIA GROUP INC | EXPE | 12,180 | $2.6M | 0.56% |
| 44 | DHT HOLDINGS INC | DHT | 198,200 | $2.4M | 0.51% |
| 45 | BRIDGEBIO PHARMA | BBIO | 42,830 | $2.2M | 0.47% |
| 46 | SYNOPSYS INC | SNPS | 4,311 | $2.1M | 0.45% |
| 47 | OPERA LIMITED SPON ADS EACH RE | OPRA | 100,025 | $2.1M | 0.44% |
| 48 | AQUESTIVE THERAPUEUTICS | AQST | 343,755 | $1.9M | 0.41% |
| 49 | NUCOR CORPORATION | NUE | 12,650 | $1.7M | 0.37% |
| 50 | FIVE9 INC COM USD0.001 | FIVN | 54,650 | $1.3M | 0.28% |
| 51 | INTERNATIONAL SEAWAYS INC | INSW | 27,880 | $1.3M | 0.27% |
| 52 | ARISTA NETWORKS INC | ANET | 8,760 | $1.3M | 0.27% |
| 53 | CYTOKINETICS INC | CYTK | 21,330 | $1.2M | 0.25% |
| 54 | HONEYWELL INTL INC | 438516106 | 5,300 | $1.1M | 0.24% |
| 55 | ISHARES BITCOIN TRUST ETF | IBIT | 16,313 | $1.1M | 0.23% |
| 56 | JOHNSON JOHNSON | JNJ | 5,000 | $927,100 | 0.20% |
| 57 | TECHNOLOGY SECTOR ETF | 81369Y803 | 3,075 | $866,720 | 0.18% |
| 58 | ISHARES SP 500/BARRA GROWTH I | 464287309 | 6,975 | $842,022 | 0.18% |
| 59 | ADOBE SYSTEMS | ADBE | 2,360 | $832,490 | 0.18% |
| 60 | VISTRA CORP | VST | 3,600 | $705,312 | 0.15% |
| 61 | BLOOM ENERGY CORP | BE | 7,700 | $651,189 | 0.14% |
| 62 | TEEKAY TANKERS LTD (BM) COM US | TNK | 11,985 | $605,842 | 0.13% |
| 63 | COSTCO WHOLESALE | 22160K105 | 633 | $585,924 | 0.13% |
| 64 | PALANTIR TECHNOLOGIES INC | PLTR | 2,800 | $510,776 | 0.11% |
| 65 | CROWDSTRIKE HOLDINGS | CRWD | 1,000 | $490,380 | 0.10% |
| 66 | LINDE PLC COM EUR0.001 | LIN | 1,000 | $475,000 | 0.10% |
| 67 | COMMUNICATION SVCS SECTOR ETF | 81369Y852 | 3,905 | $462,235 | 0.10% |
| 68 | SPDR GOLD TRUST | GLD | 1,300 | $462,111 | 0.10% |
| 69 | WIX.COM LTD COM ILS0.01 | WIX | 2,600 | $461,838 | 0.10% |
| 70 | SNOWFLAKE INC | SNOW | 2,000 | $451,100 | 0.10% |
| 71 | RAMACO RES INC COM | METCZ | 13,468 | $447,003 | 0.10% |
| 72 | NEW GOLD INC COM NPV ISIN #CA6 | 644535106 | 62,000 | $445,160 | 0.09% |
| 73 | HERC HOLDINGS INC | HRI | 3,800 | $443,308 | 0.09% |
| 74 | CASEYS GENERAL STORES INC | 147528103 | 600 | $339,192 | 0.07% |
| 75 | RTX CORPORATION | RTX | 2,000 | $334,660 | 0.07% |
| 76 | ISHARES ETHEREUM TR | 46438R105 | 10,000 | $315,100 | 0.07% |
| 77 | CHART INDUSTRIES INC | 16115Q308 | 1,550 | $310,232 | 0.07% |
| 78 | INVESCO QQQ TR | IVZ | 500 | $300,185 | 0.06% |
| 79 | PRUDENTIAL FINANCIAL INC | PUKPF | 2,600 | $269,724 | 0.06% |
| 80 | ISHARES NATL AMT FREE MUNI ETF | 464288414 | 2,510 | $267,290 | 0.06% |
| 81 | CONSUMER STAPLES SELECT SECTOR | 81369Y308 | 3,300 | $258,621 | 0.06% |
| 82 | CHEVRONTEXACO CORP | CVX | 1,625 | $252,346 | 0.05% |
| 83 | MERCK CO INC NEW | MRK | 2,500 | $209,825 | 0.04% |
| 84 | INMODE LTD COM ILS0.01 | INMD | 11,200 | $166,880 | 0.04% |
| 85 | SAFE BULKERS INC | SB-PC | 30,000 | $133,200 | 0.03% |