Filed: 8/14/2025ACC: 0001119032-25-000011
📋 What this filing means
HARVEY CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $426.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$426.91M
Total AUM (reported)
3.40M
Total Shares
Allocation by class
COM$311.92M73.1%
CL A$25.21M5.9%
CAP STK CL C$23.88M5.6%
SHS$10.99M2.6%
CL B NEW$9.52M2.2%
CAP STK CL A$9.22M2.2%
COM CL A$8.54M2.0%
Portfolio Concentration
Top 3$134.94M31.6%
4–10$100.12M23.5%
11–25$99.19M23.2%
Rest$92.66M21.7%
Top 3 weight
31.6%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 3.40M
Sole
Full voting authority
3.40M
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)
Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:
NVIDIA CORP
SOLEShares488.05K
TypeSH
Market value$74.82M
17.53%
Sole
488.05K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares156.94K
TypeSH
Market value$34.60M
8.10%
Sole
156.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares51.87K
TypeSH
Market value$25.52M
5.98%
Sole
51.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares134.97K
TypeSH
Market value$23.88M
5.59%
Sole
134.97K
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares106.24K
TypeSH
Market value$22.08M
5.17%
Sole
106.24K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares16.07K
TypeSH
Market value$12.44M
2.91%
Sole
16.07K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares54.90K
TypeSH
Market value$12.02M
2.82%
Sole
54.90K
Shared
0.00
None
0.00
NEWMONT MNG CORP HLDG CO
SOLEShares175.70K
TypeSH
Market value$10.34M
2.42%
Sole
175.70K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares33.87K
TypeSH
Market value$9.84M
2.30%
Sole
33.87K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.45K
TypeSH
Market value$9.52M
2.23%
Sole
19.45K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares52.44K
TypeSH
Market value$9.22M
2.16%
Sole
52.44K
Shared
0.00
None
0.00
VISA INC COM
SOLEShares24.02K
TypeSH
Market value$8.54M
2.00%
Sole
24.02K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares15.12K
TypeSH
Market value$8.43M
1.97%
Sole
15.12K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares42.98K
TypeSH
Market value$7.82M
1.83%
Sole
42.98K
Shared
0.00
None
0.00
ELECTRONIC ARTS
SOLEShares48.73K
TypeSH
Market value$7.75M
1.82%
Sole
48.73K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares27.72K
TypeSH
Market value$7.54M
1.77%
Sole
27.72K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A COM
SOLEShares8.81K
TypeSH
Market value$6.34M
1.48%
Sole
8.81K
Shared
0.00
None
0.00
NICE LTD ADR-EACH CNV INTO 1 O
SOLEShares37.62K
TypeSH
Market value$6.31M
1.48%
Sole
37.62K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares11.74K
TypeSH
Market value$6.28M
1.47%
Sole
11.74K
Shared
0.00
None
0.00
GOLAR LNG LIMITED COM STK USD1
SOLEShares153.42K
TypeSH
Market value$6.16M
1.44%
Sole
153.42K
Shared
0.00
None
0.00
PINTEREST INC
SOLEShares159.50K
TypeSH
Market value$5.69M
1.33%
Sole
159.50K
Shared
0.00
None
0.00
VULCAN MATERIALS
SOLEShares19.27K
TypeSH
Market value$5.10M
1.19%
Sole
19.27K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares98.05K
TypeSH
Market value$4.72M
1.11%
Sole
98.05K
Shared
0.00
None
0.00
CHART INDUSTRIES INC
SOLEShares28.79K
TypeSH
Market value$4.68M
1.10%
Sole
28.79K
Shared
0.00
None
0.00
MERCADOLIBRE INC COM USD0.001
SOLEShares1.85K
TypeSH
Market value$4.63M
1.08%
Sole
1.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 488.05K | SH | $74.82M 17.53% | 488.05K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 156.94K | SH | $34.60M 8.10% | 156.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 51.87K | SH | $25.52M 5.98% | 51.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 134.97K | SH | $23.88M 5.59% | 134.97K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 106.24K | SH | $22.08M 5.17% | 106.24K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 16.07K | SH | $12.44M 2.91% | 16.07K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 54.90K | SH | $12.02M 2.82% | 54.90K | 0.00 | 0.00 |
NEWMONT MNG CORP HLDG COSOLE | COM | 175.70K | SH | $10.34M 2.42% | 175.70K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 33.87K | SH | $9.84M 2.30% | 33.87K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 19.45K | SH | $9.52M 2.23% | 19.45K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CAP STK CL A | 52.44K | SH | $9.22M 2.16% | 52.44K | 0.00 | 0.00 |
VISA INC COMSOLE | COM CL A | 24.02K | SH | $8.54M 2.00% | 24.02K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | COM | 15.12K | SH | $8.43M 1.97% | 15.12K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 42.98K | SH | $7.82M 1.83% | 42.98K | 0.00 | 0.00 |
ELECTRONIC ARTSSOLE | COM | 48.73K | SH | $7.75M 1.82% | 48.73K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 27.72K | SH | $7.54M 1.77% | 27.72K | 0.00 | 0.00 |
META PLATFORMS INC CLASS A COMSOLE | CL A | 8.81K | SH | $6.34M 1.48% | 8.81K | 0.00 | 0.00 |
NICE LTD ADR-EACH CNV INTO 1 OSOLE | SPON ADR | 37.62K | SH | $6.31M 1.48% | 37.62K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 11.74K | SH | $6.28M 1.47% | 11.74K | 0.00 | 0.00 |
GOLAR LNG LIMITED COM STK USD1SOLE | SHS | 153.42K | SH | $6.16M 1.44% | 153.42K | 0.00 | 0.00 |
PINTEREST INCSOLE | CL A | 159.50K | SH | $5.69M 1.33% | 159.50K | 0.00 | 0.00 |
VULCAN MATERIALSSOLE | COM | 19.27K | SH | $5.10M 1.19% | 19.27K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 98.05K | SH | $4.72M 1.11% | 98.05K | 0.00 | 0.00 |
CHART INDUSTRIES INCSOLE | COM | 28.79K | SH | $4.68M 1.10% | 28.79K | 0.00 | 0.00 |
MERCADOLIBRE INC COM USD0.001SOLE | COM | 1.85K | SH | $4.63M 1.08% | 1.85K | 0.00 | 0.00 |
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