HARVEY CAPITAL MANAGEMENT INC
89 holdingsFiling period: 2026-03-31Current AUM: $504.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 402.1K | $70.1M | $80.7M | 16.01% | +5.5K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 129.3K | $37.1M | $46.1M | 9.15% | +225 | 2026-03-31 |
| 3 | AMZN | AMAZON.COM INC | 156.7K | $32.6M | $42.6M | 8.44% | +1.0K | 2026-03-31 |
| 4 | AAPL | APPLE COMPUTER INC | 98.0K | $24.9M | $30.3M | 6.01% | -61 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 46.3K | $17.1M | $21.5M | 4.27% | +409 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CAP STK | 52.4K | $15.1M | $18.7M | 3.70% | -- | 2026-03-31 |
| 7 | JPM | JP MORGAN CHASE | 37.6K | $11.1M | $13.2M | 2.62% | -145 | 2026-03-31 |
| 8 | URI | UNITED RENTALS INC | 13.8K | $10.1M | $14.9M | 2.96% | +10 | 2026-03-31 |
| 9 | NEM | NEWMONT MNG CORP HLDG CO | 88.6K | $9.6M | $8.3M | 1.65% | -74,435 | 2026-03-31 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.7K | $8.9M | $8.9M | 1.77% | -25 | 2026-03-31 |
| 11 | ICE | INTERCONTINENTAL EXCHANGE INC | 56.1K | $8.8M | $8.6M | 1.70% | -220 | 2026-03-31 |
| 12 | MLM | MARTIN MARIETTA MATERIALS | 14.5K | $8.5M | $7.6M | 1.51% | -112 | 2026-03-31 |
| 13 | MSI | MOTOROLA SOLUTIONS INC | 18.6K | $8.1M | $8.1M | 1.60% | -2,063 | 2026-03-31 |
| 14 | REGN | REGENERON PHARMACEUTICALS | 10.0K | $7.7M | $7.6M | 1.51% | -222 | 2026-03-31 |
| 15 | CRM | SALESFORCE.COM INC | 40.2K | $7.5M | $7.4M | 1.47% | +8.7K | 2026-03-31 |
| 16 | V | VISA INC COM | 23.6K | $7.1M | $8.6M | 1.71% | +115 | 2026-03-31 |
| 17 | — | GOLAR LNG LIMITED COM STK USD1 | 125.8K | $6.8M | $6.8M | 1.35% | +1.8K | 2026-03-31 |
| 18 | — | JAZZ PHARMACEUTICALS PLC COM U | 35.3K | $6.7M | $6.7M | 1.32% | +350 | 2026-03-31 |
| 19 | LLY | LILLY, ELI CO | 6.4K | $5.9M | $7.3M | 1.45% | -305 | 2026-03-31 |
| 20 | HALO | HALOZYME THERAPEUTICS INC | 90.6K | $5.9M | $7.5M | 1.48% | +34.3K | 2026-03-31 |
| 21 | EXE | EXPAND ENERGY CORP | 51.0K | $5.6M | $4.8M | 0.95% | +24.7K | 2026-03-31 |
| 22 | META | META PLATFORMS INC CLASS A COM | 9.3K | $5.3M | $5.2M | 1.03% | -410 | 2026-03-31 |
| 23 | RYN | RAYONIER INC | 256.0K | $5.3M | $5.6M | 1.11% | -- | 2026-03-31 |
| 24 | BAC | BANK OF AMERICA CORP | 107.5K | $5.2M | $6.7M | 1.32% | -- | 2026-03-31 |
| 25 | AEM | AGNICO EAGLE MINES LTD | 25.5K | $5.2M | $3.7M | 0.74% | -8,051 | 2026-03-31 |
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