Filed: 1/29/2025ACC: 0001119032-25-000002
📋 What this filing means
HARVEY CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $424.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$424.89M
Total AUM (reported)
3.54M
Total Shares
Allocation by class
COM$291.18M68.5%
CL A$27.35M6.4%
CAP STK CL C$25.89M6.1%
SPON ADR$14.39M3.4%
SHS$13.24M3.1%
CAP STK CL A$9.89M2.3%
CL B NEW$9.13M2.1%
Portfolio Concentration
Top 3$118.28M27.8%
4–10$101.13M23.8%
11–25$110.75M26.1%
Rest$94.73M22.3%
Top 3 weight
27.8%
Top 10 weight
51.6%
Voting Authority Distribution
Total shares with voting rights: 3.54M
Sole
Full voting authority
3.54M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
NVIDIA CORP
SOLEShares431.80K
TypeSH
Market value$57.99M
13.65%
Sole
431.80K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares156.85K
TypeSH
Market value$34.41M
8.10%
Sole
156.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares135.94K
TypeSH
Market value$25.89M
6.09%
Sole
135.94K
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares103.19K
TypeSH
Market value$25.84M
6.08%
Sole
103.19K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares58.08K
TypeSH
Market value$24.48M
5.76%
Sole
58.08K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares16.60K
TypeSH
Market value$11.70M
2.75%
Sole
16.60K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares64.72K
TypeSH
Market value$10.78M
2.54%
Sole
64.72K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares52.23K
TypeSH
Market value$9.89M
2.33%
Sole
52.23K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares13.06K
TypeSH
Market value$9.31M
2.19%
Sole
13.06K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.15K
TypeSH
Market value$9.13M
2.15%
Sole
20.15K
Shared
0.00
None
0.00
GOLAR LNG LIMITED COM STK USD1
SOLEShares211.95K
TypeSH
Market value$8.97M
2.11%
Sole
211.95K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares185.44K
TypeSH
Market value$8.87M
2.09%
Sole
185.44K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares25.31K
TypeSH
Market value$8.46M
1.99%
Sole
25.31K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares35.07K
TypeSH
Market value$8.41M
1.98%
Sole
35.07K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWRE
SOLEShares44.91K
TypeSH
Market value$8.27M
1.95%
Sole
44.91K
Shared
0.00
None
0.00
ELECTRONIC ARTS
SOLEShares52.96K
TypeSH
Market value$7.75M
1.82%
Sole
52.96K
Shared
0.00
None
0.00
VISA INC COM
SOLEShares24.46K
TypeSH
Market value$7.73M
1.82%
Sole
24.46K
Shared
0.00
None
0.00
CHART INDUSTRIES INC
SOLEShares38.64K
TypeSH
Market value$7.37M
1.74%
Sole
38.64K
Shared
0.00
None
0.00
NICE LTD ADR-EACH CNV INTO 1 O
SOLEShares42.84K
TypeSH
Market value$7.28M
1.71%
Sole
42.84K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares13.89K
TypeSH
Market value$7.17M
1.69%
Sole
13.89K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares11.56K
TypeSH
Market value$7.11M
1.67%
Sole
11.56K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares37.26K
TypeSH
Market value$6.94M
1.63%
Sole
37.26K
Shared
0.00
None
0.00
ZOOM VIDEO COMMUNICATIONS INC
SOLEShares69.16K
TypeSH
Market value$5.64M
1.33%
Sole
69.16K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares18.34K
TypeSH
Market value$5.42M
1.28%
Sole
18.34K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A COM
SOLEShares9.16K
TypeSH
Market value$5.36M
1.26%
Sole
9.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 431.80K | SH | $57.99M 13.65% | 431.80K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 156.85K | SH | $34.41M 8.10% | 156.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 135.94K | SH | $25.89M 6.09% | 135.94K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 103.19K | SH | $25.84M 6.08% | 103.19K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 58.08K | SH | $24.48M 5.76% | 58.08K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 16.60K | SH | $11.70M 2.75% | 16.60K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 64.72K | SH | $10.78M 2.54% | 64.72K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CAP STK CL A | 52.23K | SH | $9.89M 2.33% | 52.23K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 13.06K | SH | $9.31M 2.19% | 13.06K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.15K | SH | $9.13M 2.15% | 20.15K | 0.00 | 0.00 |
GOLAR LNG LIMITED COM STK USD1SOLE | SHS | 211.95K | SH | $8.97M 2.11% | 211.95K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 185.44K | SH | $8.87M 2.09% | 185.44K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 25.31K | SH | $8.46M 1.99% | 25.31K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 35.07K | SH | $8.41M 1.98% | 35.07K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWRESOLE | COM | 44.91K | SH | $8.27M 1.95% | 44.91K | 0.00 | 0.00 |
ELECTRONIC ARTSSOLE | COM | 52.96K | SH | $7.75M 1.82% | 52.96K | 0.00 | 0.00 |
VISA INC COMSOLE | COM CL A | 24.46K | SH | $7.73M 1.82% | 24.46K | 0.00 | 0.00 |
CHART INDUSTRIES INCSOLE | COM | 38.64K | SH | $7.37M 1.74% | 38.64K | 0.00 | 0.00 |
NICE LTD ADR-EACH CNV INTO 1 OSOLE | SPON ADR | 42.84K | SH | $7.28M 1.71% | 42.84K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | COM | 13.89K | SH | $7.17M 1.69% | 13.89K | 0.00 | 0.00 |
ARGENX SESOLE | SPON ADR | 11.56K | SH | $7.11M 1.67% | 11.56K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 37.26K | SH | $6.94M 1.63% | 37.26K | 0.00 | 0.00 |
ZOOM VIDEO COMMUNICATIONS INCSOLE | CL A | 69.16K | SH | $5.64M 1.33% | 69.16K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 18.34K | SH | $5.42M 1.28% | 18.34K | 0.00 | 0.00 |
META PLATFORMS INC CLASS A COMSOLE | CL A | 9.16K | SH | $5.36M 1.26% | 9.16K | 0.00 | 0.00 |
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