Harvey Capital Management Inc
92 holdingsFiling period: 2026-06-30Current AUM: $515.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 401.9K | $80.4M | $85.3M | 16.56% | -164 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 128.0K | $45.2M | $41.0M | 7.97% | -1,312 | 2026-06-30 |
| 3 | AMZN | Amazon.com Inc | 156.0K | $37.2M | $39.1M | 7.58% | -662 | 2026-06-30 |
| 4 | AAPL | Apple Computer Inc | 97.7K | $28.3M | $34.0M | 6.60% | -363 | 2026-06-30 |
| 5 | MSFT | Microsoft Corp | 45.9K | $17.1M | $23.9M | 4.64% | -393 | 2026-06-30 |
| 6 | GOOGL | Alphabet Inc Cap Stk | 44.5K | $15.9M | $14.4M | 2.80% | -7,946 | 2026-06-30 |
| 7 | URI | United Rentals Inc | 12.4K | $14.1M | $13.8M | 2.68% | -1,388 | 2026-06-30 |
| 8 | JPM | JP Morgan Chase | 37.4K | $12.2M | $12.6M | 2.44% | -190 | 2026-06-30 |
| 9 | HALO | Halozyme Therapeutics Inc | 146.1K | $11.4M | $18.2M | 3.53% | +55.5K | 2026-06-30 |
| 10 | BBIO | Bridgebio Pharma | 138.8K | $10.3M | $9.5M | 1.84% | +81.5K | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathaway Inc Del | 18.4K | $9.2M | $9.2M | 1.79% | -266 | 2026-06-30 |
| 12 | ICE | Intercontinental Exchange Inc | 74.0K | $9.1M | $12.1M | 2.35% | +17.9K | 2026-06-30 |
| 13 | MLM | Martin Marietta Materials | 14.1K | $8.1M | $7.3M | 1.42% | -395 | 2026-06-30 |
| 14 | NEM | Newmont Mng Corp Hldg Co | 86.8K | $8.1M | $9.9M | 1.92% | -1,775 | 2026-06-30 |
| 15 | V | Visa Inc.com | 23.2K | $7.9M | $9.6M | 1.86% | -407 | 2026-06-30 |
| 16 | TTWO | Take-Two Interactive Softwre | 30.6K | $7.6M | $6.4M | 1.23% | +10.3K | 2026-06-30 |
| 17 | LLY | Lilly, Eli Co | 6.3K | $7.5M | $8.2M | 1.59% | -86 | 2026-06-30 |
| 18 | MSI | Motorola Solutions Inc | 18.1K | $7.5M | $8.7M | 1.68% | -430 | 2026-06-30 |
| 19 | ANET | Arista Networks Inc | 41.5K | $7.0M | $7.1M | 1.38% | +330 | 2026-06-30 |
| 20 | — | Jazz Pharmaceuticals PLC.com U | 26.9K | $6.5M | $6.5M | 1.26% | -8,407 | 2026-06-30 |
| 21 | — | Golar Lng Limited.com Stk Usd1 | 123.6K | $6.2M | $6.2M | 1.20% | -2,195 | 2026-06-30 |
| 22 | BAC | Bank of America Corp | 106.1K | $6.0M | $5.4M | 1.05% | -1,400 | 2026-06-30 |
| 23 | RYN | Rayonier Inc | 281.6K | $6.0M | $5.3M | 1.02% | +25.6K | 2026-06-30 |
| 24 | MU | Micron | 5.1K | $5.9M | $4.3M | 0.84% | -4,605 | 2026-06-30 |
| 25 | CYTK | Cytokinetics Inc | 68.3K | $5.8M | $4.3M | 0.83% | +19.0K | 2026-06-30 |
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