Filed: 2/17/2026ACC: 0001119032-26-000002
📋 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 $468.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$468.93M
Total AUM (reported)
2.95M
Total Shares
Allocation by class
COM$327.92M69.9%
CAP STK CL C$40.49M8.6%
CL A$20.90M4.5%
CAP STK CL A$16.41M3.5%
COM NEW$14.32M3.1%
SHS$10.11M2.2%
CL B NEW$9.40M2.0%
Portfolio Concentration
Top 3$150.39M32.1%
4–10$114.26M24.4%
11–25$106.25M22.7%
Rest$98.02M20.9%
Top 3 weight
32.1%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 2.95M
Sole
Full voting authority
2.95M
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
SOLEShares396.60K
TypeSH
Market value$73.97M
15.77%
Sole
396.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares129.04K
TypeSH
Market value$40.49M
8.64%
Sole
129.04K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares155.68K
TypeSH
Market value$35.93M
7.66%
Sole
155.68K
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares98.09K
TypeSH
Market value$26.67M
5.69%
Sole
98.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares45.88K
TypeSH
Market value$22.19M
4.73%
Sole
45.88K
Shared
0.00
None
0.00
ALPHABET INC CAP STK
SOLEShares52.44K
TypeSH
Market value$16.41M
3.50%
Sole
52.44K
Shared
0.00
None
0.00
NEWMONT MNG CORP HLDG CO
SOLEShares163.03K
TypeSH
Market value$16.28M
3.47%
Sole
163.03K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares37.72K
TypeSH
Market value$12.15M
2.59%
Sole
37.72K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares13.80K
TypeSH
Market value$11.17M
2.38%
Sole
13.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.70K
TypeSH
Market value$9.40M
2.00%
Sole
18.70K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares56.36K
TypeSH
Market value$9.13M
1.95%
Sole
56.36K
Shared
0.00
None
0.00
MARTIN MARIETTA MATERIALS
SOLEShares14.60K
TypeSH
Market value$9.09M
1.94%
Sole
14.60K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares44.52K
TypeSH
Market value$8.68M
1.85%
Sole
44.52K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares31.49K
TypeSH
Market value$8.34M
1.78%
Sole
31.49K
Shared
0.00
None
0.00
VISA INC COM
SOLEShares23.46K
TypeSH
Market value$8.23M
1.75%
Sole
23.46K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares20.62K
TypeSH
Market value$7.90M
1.69%
Sole
20.62K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares10.20K
TypeSH
Market value$7.87M
1.68%
Sole
10.20K
Shared
0.00
None
0.00
LILLY, ELI CO
SOLEShares6.68K
TypeSH
Market value$7.18M
1.53%
Sole
6.68K
Shared
0.00
None
0.00
META PLATFORMS INC CLASS A COM
SOLEShares9.71K
TypeSH
Market value$6.41M
1.37%
Sole
9.71K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC COM U
SOLEShares34.97K
TypeSH
Market value$5.94M
1.27%
Sole
34.97K
Shared
0.00
None
0.00
BANK OF AMERICA CORP
SOLEShares107.47K
TypeSH
Market value$5.91M
1.26%
Sole
107.47K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares33.58K
TypeSH
Market value$5.69M
1.21%
Sole
33.58K
Shared
0.00
None
0.00
VULCAN MATERIALS
SOLEShares18.75K
TypeSH
Market value$5.35M
1.14%
Sole
18.75K
Shared
0.00
None
0.00
MICRON
SOLEShares18.47K
TypeSH
Market value$5.27M
1.12%
Sole
18.47K
Shared
0.00
None
0.00
ELECTRONIC ARTS
SOLEShares25.71K
TypeSH
Market value$5.25M
1.12%
Sole
25.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 396.60K | SH | $73.97M 15.77% | 396.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 129.04K | SH | $40.49M 8.64% | 129.04K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 155.68K | SH | $35.93M 7.66% | 155.68K | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 98.09K | SH | $26.67M 5.69% | 98.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 45.88K | SH | $22.19M 4.73% | 45.88K | 0.00 | 0.00 |
ALPHABET INC CAP STKSOLE | CAP STK CL A | 52.44K | SH | $16.41M 3.50% | 52.44K | 0.00 | 0.00 |
NEWMONT MNG CORP HLDG COSOLE | COM | 163.03K | SH | $16.28M 3.47% | 163.03K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 37.72K | SH | $12.15M 2.59% | 37.72K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 13.80K | SH | $11.17M 2.38% | 13.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.70K | SH | $9.40M 2.00% | 18.70K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 56.36K | SH | $9.13M 1.95% | 56.36K | 0.00 | 0.00 |
MARTIN MARIETTA MATERIALSSOLE | COM | 14.60K | SH | $9.09M 1.94% | 14.60K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 44.52K | SH | $8.68M 1.85% | 44.52K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 31.49K | SH | $8.34M 1.78% | 31.49K | 0.00 | 0.00 |
VISA INC COMSOLE | COM CL A | 23.46K | SH | $8.23M 1.75% | 23.46K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 20.62K | SH | $7.90M 1.69% | 20.62K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 10.20K | SH | $7.87M 1.68% | 10.20K | 0.00 | 0.00 |
LILLY, ELI COSOLE | COM | 6.68K | SH | $7.18M 1.53% | 6.68K | 0.00 | 0.00 |
META PLATFORMS INC CLASS A COMSOLE | CL A | 9.71K | SH | $6.41M 1.37% | 9.71K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLC COM USOLE | SHS USD | 34.97K | SH | $5.94M 1.27% | 34.97K | 0.00 | 0.00 |
BANK OF AMERICA CORPSOLE | COM | 107.47K | SH | $5.91M 1.26% | 107.47K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 33.58K | SH | $5.69M 1.21% | 33.58K | 0.00 | 0.00 |
VULCAN MATERIALSSOLE | COM | 18.75K | SH | $5.35M 1.14% | 18.75K | 0.00 | 0.00 |
MICRONSOLE | COM | 18.47K | SH | $5.27M 1.12% | 18.47K | 0.00 | 0.00 |
ELECTRONIC ARTSSOLE | COM | 25.71K | SH | $5.25M 1.12% | 25.71K | 0.00 | 0.00 |
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