Filed: 4/30/2025ACC: 0001119032-25-000004
📋 What this filing means
HARVEY CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $382.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$382.19M
Total AUM (reported)
3.61M
Total Shares
Allocation by class
COM$267.14M69.9%
CL A$24.46M6.4%
CAP STK CL C$21.28M5.6%
SPON ADR$12.51M3.3%
SHS$10.38M2.7%
CL B NEW$10.26M2.7%
COM CL A$8.53M2.2%
Portfolio Concentration
Top 3$104.53M27.3%
4–10$88.16M23.1%
11–25$99.85M26.1%
Rest$89.66M23.5%
Top 3 weight
27.3%
Top 10 weight
50.4%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Sole
Full voting authority
3.61M
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)
Sole78
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings78
Rows:
NVIDIA CORP
SOLEShares478.20K
TypeSH
Market value$51.83M
13.56%
Sole
478.20K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares156.79K
TypeSH
Market value$29.83M
7.80%
Sole
156.79K
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares102.96K
TypeSH
Market value$22.87M
5.98%
Sole
102.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares136.24K
TypeSH
Market value$21.28M
5.57%
Sole
136.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares52.36K
TypeSH
Market value$19.66M
5.14%
Sole
52.36K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.27K
TypeSH
Market value$10.26M
2.69%
Sole
19.27K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares16.13K
TypeSH
Market value$10.11M
2.65%
Sole
16.13K
Shared
0.00
None
0.00
HALOZYME THERAPEUTICS INC
SOLEShares149.18K
TypeSH
Market value$9.52M
2.49%
Sole
149.18K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares62.47K
TypeSH
Market value$8.73M
2.29%
Sole
62.47K
Shared
0.00
None
0.00
NEWMONT MNG CORP HLDG CO
SOLEShares177.93K
TypeSH
Market value$8.59M
2.25%
Sole
177.93K
Shared
0.00
None
0.00
VISA INC COM
SOLEShares24.35K
TypeSH
Market value$8.53M
2.23%
Sole
24.35K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares34.06K
TypeSH
Market value$8.36M
2.19%
Sole
34.06K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares13.09K
TypeSH
Market value$8.30M
2.17%
Sole
13.09K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares52.23K
TypeSH
Market value$8.08M
2.11%
Sole
52.23K
Shared
0.00
None
0.00
ELECTRONIC ARTS
SOLEShares52.40K
TypeSH
Market value$7.57M
1.98%
Sole
52.40K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares15.31K
TypeSH
Market value$7.32M
1.92%
Sole
15.31K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares24.78K
TypeSH
Market value$6.65M
1.74%
Sole
24.78K
Shared
0.00
None
0.00
ARGENX SE
SOLEShares11.07K
TypeSH
Market value$6.55M
1.72%
Sole
11.07K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWRE
SOLEShares31.36K
TypeSH
Market value$6.50M
1.70%
Sole
31.36K
Shared
0.00
None
0.00
NICE LTD ADR-EACH CNV INTO 1 O
SOLEShares38.66K
TypeSH
Market value$5.96M
1.56%
Sole
38.66K
Shared
0.00
None
0.00
GOLAR LNG LIMITED COM STK USD1
SOLEShares155.57K
TypeSH
Market value$5.91M
1.55%
Sole
155.57K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A COM
SOLEShares9.28K
TypeSH
Market value$5.35M
1.40%
Sole
9.28K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares47.33K
TypeSH
Market value$5.13M
1.34%
Sole
47.33K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares164.40K
TypeSH
Market value$5.10M
1.33%
Sole
164.40K
Shared
0.00
None
0.00
VULCAN MATERIALS
SOLEShares19.47K
TypeSH
Market value$4.54M
1.19%
Sole
19.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 478.20K | SH | $51.83M 13.56% | 478.20K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 156.79K | SH | $29.83M 7.80% | 156.79K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 102.96K | SH | $22.87M 5.98% | 102.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 136.24K | SH | $21.28M 5.57% | 136.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 52.36K | SH | $19.66M 5.14% | 52.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.27K | SH | $10.26M 2.69% | 19.27K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 16.13K | SH | $10.11M 2.65% | 16.13K | 0.00 | 0.00 |
HALOZYME THERAPEUTICS INCSOLE | COM | 149.18K | SH | $9.52M 2.49% | 149.18K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 62.47K | SH | $8.73M 2.29% | 62.47K | 0.00 | 0.00 |
NEWMONT MNG CORP HLDG COSOLE | COM | 177.93K | SH | $8.59M 2.25% | 177.93K | 0.00 | 0.00 |
VISA INC COMSOLE | COM CL A | 24.35K | SH | $8.53M 2.23% | 24.35K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 34.06K | SH | $8.36M 2.19% | 34.06K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 13.09K | SH | $8.30M 2.17% | 13.09K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CAP STK CL A | 52.23K | SH | $8.08M 2.11% | 52.23K | 0.00 | 0.00 |
ELECTRONIC ARTSSOLE | COM | 52.40K | SH | $7.57M 1.98% | 52.40K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | COM | 15.31K | SH | $7.32M 1.92% | 15.31K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 24.78K | SH | $6.65M 1.74% | 24.78K | 0.00 | 0.00 |
ARGENX SESOLE | SPON ADR | 11.07K | SH | $6.55M 1.72% | 11.07K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWRESOLE | COM | 31.36K | SH | $6.50M 1.70% | 31.36K | 0.00 | 0.00 |
NICE LTD ADR-EACH CNV INTO 1 OSOLE | SPON ADR | 38.66K | SH | $5.96M 1.56% | 38.66K | 0.00 | 0.00 |
GOLAR LNG LIMITED COM STK USD1SOLE | SHS | 155.57K | SH | $5.91M 1.55% | 155.57K | 0.00 | 0.00 |
META PLATFORMS INC CLASS A COMSOLE | CL A | 9.28K | SH | $5.35M 1.40% | 9.28K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 47.33K | SH | $5.13M 1.34% | 47.33K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 164.40K | SH | $5.10M 1.33% | 164.40K | 0.00 | 0.00 |
VULCAN MATERIALSSOLE | COM | 19.47K | SH | $4.54M 1.19% | 19.47K | 0.00 | 0.00 |
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