Filed: 10/31/2025ACC: 0001119032-25-000014
📋 What this filing means
HARVEY CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $468.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$468.63M
Total AUM (reported)
3.65M
Total Shares
Allocation by class
COM$337.00M71.9%
CAP STK CL C$32.22M6.9%
CL A$22.21M4.7%
CAP STK CL A$12.75M2.7%
SHS$11.29M2.4%
CL B NEW$9.43M2.0%
COM NEW$9.23M2.0%
Portfolio Concentration
Top 3$146.22M31.2%
4–10$113.24M24.2%
11–25$98.15M20.9%
Rest$111.03M23.7%
Top 3 weight
31.2%
Top 10 weight
55.4%
Voting Authority Distribution
Total shares with voting rights: 3.65M
Sole
Full voting authority
3.65M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
NVIDIA CORP
SOLEShares427.73K
TypeSH
Market value$79.81M
17.03%
Sole
427.73K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares155.69K
TypeSH
Market value$34.18M
7.29%
Sole
155.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares132.31K
TypeSH
Market value$32.22M
6.88%
Sole
132.31K
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares98.09K
TypeSH
Market value$24.98M
5.33%
Sole
98.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares47.59K
TypeSH
Market value$24.65M
5.26%
Sole
47.59K
Shared
0.00
None
0.00
NEWMONT MNG CORP HLDG CO
SOLEShares169.30K
TypeSH
Market value$14.27M
3.05%
Sole
169.30K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares13.80K
TypeSH
Market value$13.17M
2.81%
Sole
13.80K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares46.59K
TypeSH
Market value$13.10M
2.80%
Sole
46.59K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares52.44K
TypeSH
Market value$12.75M
2.72%
Sole
52.44K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares32.70K
TypeSH
Market value$10.32M
2.20%
Sole
32.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.76K
TypeSH
Market value$9.43M
2.01%
Sole
18.76K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares14.62K
TypeSH
Market value$9.21M
1.97%
Sole
14.62K
Shared
0.00
None
0.00
VISA INC COM
SOLEShares23.46K
TypeSH
Market value$8.01M
1.71%
Sole
23.46K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares32.62K
TypeSH
Market value$7.73M
1.65%
Sole
32.62K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares42.48K
TypeSH
Market value$7.16M
1.53%
Sole
42.48K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares11.40K
TypeSH
Market value$6.41M
1.37%
Sole
11.40K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A COM
SOLEShares8.51K
TypeSH
Market value$6.25M
1.33%
Sole
8.51K
Shared
0.00
None
0.00
VULCAN MATERIALS
SOLEShares18.75K
TypeSH
Market value$5.77M
1.23%
Sole
18.75K
Shared
0.00
None
0.00
GOLAR LNG LIMITED COM STK USD1
SOLEShares141.42K
TypeSH
Market value$5.71M
1.22%
Sole
141.42K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares33.70K
TypeSH
Market value$5.68M
1.21%
Sole
33.70K
Shared
0.00
None
0.00
NICE LTD ADR-EACH CNV INTO 1 O
SOLEShares39.17K
TypeSH
Market value$5.67M
1.21%
Sole
39.17K
Shared
0.00
None
0.00
ELECTRONIC ARTS
SOLEShares27.67K
TypeSH
Market value$5.58M
1.19%
Sole
27.67K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares11.93K
TypeSH
Market value$5.46M
1.16%
Sole
11.93K
Shared
0.00
None
0.00
LILLY, ELI CO
SOLEShares6.68K
TypeSH
Market value$5.10M
1.09%
Sole
6.68K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC COM U
SOLEShares37.77K
TypeSH
Market value$4.98M
1.06%
Sole
37.77K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 427.73K | SH | $79.81M 17.03% | 427.73K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 155.69K | SH | $34.18M 7.29% | 155.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 132.31K | SH | $32.22M 6.88% | 132.31K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 98.09K | SH | $24.98M 5.33% | 98.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 47.59K | SH | $24.65M 5.26% | 47.59K | 0.00 | 0.00 |
NEWMONT MNG CORP HLDG COSOLE | COM | 169.30K | SH | $14.27M 3.05% | 169.30K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 13.80K | SH | $13.17M 2.81% | 13.80K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 46.59K | SH | $13.10M 2.80% | 46.59K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CAP STK CL A | 52.44K | SH | $12.75M 2.72% | 52.44K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 32.70K | SH | $10.32M 2.20% | 32.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.76K | SH | $9.43M 2.01% | 18.76K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | COM | 14.62K | SH | $9.21M 1.97% | 14.62K | 0.00 | 0.00 |
VISA INC COMSOLE | COM CL A | 23.46K | SH | $8.01M 1.71% | 23.46K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 32.62K | SH | $7.73M 1.65% | 32.62K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 42.48K | SH | $7.16M 1.53% | 42.48K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 11.40K | SH | $6.41M 1.37% | 11.40K | 0.00 | 0.00 |
META PLATFORMS INC CLASS A COMSOLE | CL A | 8.51K | SH | $6.25M 1.33% | 8.51K | 0.00 | 0.00 |
VULCAN MATERIALSSOLE | COM | 18.75K | SH | $5.77M 1.23% | 18.75K | 0.00 | 0.00 |
GOLAR LNG LIMITED COM STK USD1SOLE | SHS | 141.42K | SH | $5.71M 1.22% | 141.42K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 33.70K | SH | $5.68M 1.21% | 33.70K | 0.00 | 0.00 |
NICE LTD ADR-EACH CNV INTO 1 OSOLE | SPON ADR | 39.17K | SH | $5.67M 1.21% | 39.17K | 0.00 | 0.00 |
ELECTRONIC ARTSSOLE | COM | 27.67K | SH | $5.58M 1.19% | 27.67K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 11.93K | SH | $5.46M 1.16% | 11.93K | 0.00 | 0.00 |
LILLY, ELI COSOLE | COM | 6.68K | SH | $5.10M 1.09% | 6.68K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLC COM USOLE | SHS USD | 37.77K | SH | $4.98M 1.06% | 37.77K | 0.00 | 0.00 |
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