HARVEY CAPITAL MANAGEMENT INC

PALM BEACH, FL · CIK 1119032 · 13F filing filed 2025-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$426.9m reported value +15.7% vs Q1 2025

79positions

55.1%in top 10

0 new 14 added 37 reduced 0 sold out vs Q1 2025

This manager withheld holdings under SEC confidential treatment in both Q2 2025 and Q1 2025, so new and sold-out positions can't be determined.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	488,046	$74.8m17.53%	17.53%	Added +9.8k	+9,849 2.1%
2	AMAZON COM INC COM AMZN	AMZN	156,942	$34.6m8.10%	8.10%	Added +156	+156 0.1%
3	MICROSOFT CORP COM MSFT	MSFT	51,869	$25.5m5.98%	5.98%	Reduced -490	-490 -0.9%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	134,974	$23.9m5.59%	5.59%	Reduced -1.3k	-1,265 -0.9%
5	APPLE INC COM AAPL	AAPL	106,244	$22.1m5.17%	5.17%	Added +3.3k	+3,285 3.2%
6	UNITED RENTALS INC COM URI	URI	16,074	$12.4m2.91%	2.91%	Reduced -60	-60 -0.4%
7	ORACLE CORP COM ORCL	ORCL	54,896	$12.0m2.82%	2.82%	Reduced -7.6k	-7,571 -12.1%
8	NEWMONT CORP COM NEM	NEM	175,700	$10.3m2.42%	2.42%	Reduced -2.2k	-2,225 -1.2%
9	JPMORGAN CHASE & CO COM JPM	JPM	33,872	$9.8m2.30%	2.30%	Reduced -190	-190 -0.6%
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	19,451	$9.5m2.23%	2.23%	Added +180	+180 0.9%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,437	$9.2m2.16%	2.16%	Added +207	+207 0.4%
12	VISA INC COM CL A V	V	24,022	$8.5m2.00%	2.00%	Reduced -330	-330 -1.4%
13	MARTIN MARIETTA MATLS INC COM MLM	MLM	15,118	$8.4m1.97%	1.97%	Reduced -190	-190 -1.2%
14	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	42,980	$7.8m1.83%	1.83%	Added +17.7k	+17,710 70.1%
15	ELECTRONIC ARTS INC COM EA	EA	48,726	$7.8m1.82%	1.82%	Reduced -3.7k	-3,675 -7.0%
16	SALESFORCE INC COM CRM	CRM	27,716	$7.5m1.77%	1.77%	Added +2.9k	+2,937 11.8%
17	META PLATFORMS INC CL A META	META	8,810	$6.3m1.48%	1.48%	Reduced -470	-470 -5.1%
18	NICE LTD SPONSORED ADR NICE	NICE	37,618	$6.3m1.48%	1.48%	Reduced -1.0k	-1,040 -2.7%
19	REGENERON PHARMACEUTICALS COM REGN	REGN	11,742	$6.3m1.47%	1.47%	Reduced -1.4k	-1,350 -10.3%
20	GOLAR LNG LTD SHS GLNG	GLNG	153,421	$6.2m1.44%	1.44%	Reduced -2.1k	-2,150 -1.4%
21	PINTEREST INC CL A PINS	PINS	159,500	$5.7m1.33%	1.33%	Reduced -4.9k	-4,900 -3.0%
22	VULCAN MATLS CO COM VMC	VMC	19,266	$5.1m1.19%	1.19%	Reduced -200	-200 -1.0%
23	BANK AMERICA CORP COM BAC	BAC	98,050	$4.7m1.11%	1.11%	Reduced -900	-900 -0.9%
24	CHART INDS INC COM GTLS	GTLS	28,792	$4.7m1.10%	1.10%	Reduced -540	-540 -1.8%
25	MERCADOLIBRE INC COM MELI	MELI	1,850	$4.6m1.08%	1.08%	Unchanged
26	WALMART INC COM WMT	WMT	46,950	$4.6m1.08%	1.08%	Unchanged
27	HOME DEPOT INC COM HD	HD	12,330	$4.6m1.08%	1.08%	Added +2.2k	+2,215 21.9%
28	MASTERCARD INCORPORATED CL A MA	MA	8,095	$4.6m1.07%	1.07%	Reduced -110	-110 -1.3%
29	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	18,910	$4.5m1.06%	1.06%	Reduced -12.4k	-12,450 -39.7%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	7,191	$4.5m1.05%	1.05%	Unchanged
31	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	39,385	$4.3m1.01%	1.01%	Added +14.0k	+13,980 55.0%
32	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	9,872	$4.2m0.98%	0.98%	Added +8.6k	+8,552 647.9%
33	AGNICO EAGLE MINES LTD COM AEM	AEM	35,534	$4.2m0.98%	0.98%	Reduced -11.8k	-11,800 -24.9%
34	NAVIGATOR HLDGS LTD SHS NVGS	NVGS	278,300	$4.0m0.93%	0.93%	Added +10.2k	+10,200 3.8%
35	AUTODESK INC COM ADSK	ADSK	12,707	$4.0m0.93%	0.93%	Reduced -4.6k	-4,556 -26.4%
36	ZOOM COMMUNICATIONS INC CL A ZM	ZM	50,125	$3.9m0.91%	0.91%	Reduced -1.2k	-1,210 -2.4%
37	HALOZYME THERAPEUTICS INC COM HALO	HALO	64,820	$3.4m0.80%	0.80%	Reduced -84.4k	-84,355 -56.5%
38	MICRON TECHNOLOGY INC COM MU	MU	28,013	$3.4m0.79%	0.79%	Reduced -900	-900 -3.1%
39	FISERV INC COM FISV	FISV	18,520	$3.2m0.75%	0.75%	Added +10.7k	+10,650 135.3%
40	NUCOR CORP COM NUE	NUE	20,400	$2.7m0.64%	0.64%	Reduced -1.1k	-1,100 -5.1%
41	HERC HLDGS INC COM HRI	HRI	18,611	$2.6m0.60%	0.60%	Reduced -1.3k	-1,285 -6.5%
42	EXPEDIA GROUP INC COM NEW EXPE	EXPE	14,205	$2.5m0.58%	0.58%	Reduced -10.9k	-10,915 -43.5%
43	SYNOPSYS INC COM SNPS	SNPS	4,511	$2.4m0.55%	0.55%	Reduced -182	-182 -3.9%
44	BRIDGEBIO PHARMA INC COM BBIO	BBIO	51,485	$2.2m0.52%	0.52%	Added +34.5k	+34,485 202.8%
45	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	4,372	$1.8m0.43%	0.43%	Unchanged
46	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	23,775	$1.8m0.41%	0.41%	Not comparable
47	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.34%	0.34%	Unchanged
48	HONEYWELL INTL INC COM COM		5,300	$1.3m0.30%	0.30%	Unchanged
49	ARISTA NETWORKS INC COM SHS ANET	ANET	12,295	$1.2m0.28%	0.28%	Not comparable
50	FIVE9 INC COM FIVN	FIVN	44,375	$1.2m0.28%	0.28%	Reduced -12.7k	-12,655 -22.2%
51	AQUESTIVE THERAPEUTICS INC COM AQST	AQST	333,755	$1.1m0.27%	0.27%	Reduced -165.8k	-165,815 -33.2%
52	INTERNATIONAL SEAWAYS INC COM INSW	INSW	28,980	$1.1m0.25%	0.25%	Reduced -4.3k	-4,295 -12.9%
53	ADOBE INC COM ADBE	ADBE	2,360	$925.4k0.22%	0.22%	Reduced -55	-55 -2.3%
54	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,110	$780.5k0.18%	0.18%	Unchanged
55	JOHNSON & JOHNSON COM JNJ	JNJ	5,000	$779.6k0.18%	0.18%	Unchanged
56	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,975	$760.1k0.18%	0.18%	Unchanged
57	OPERA LTD SPONSORED ADS OPRA	OPRA	36,800	$748.1k0.18%	0.18%	Not comparable
58	CYTOKINETICS INC COM NEW CYTK	CYTK	21,930	$737.7k0.17%	0.17%	Reduced -650	-650 -2.9%
59	VISTRA CORP COM VST	VST	3,600	$666.4k0.16%	0.16%	Not comparable
60	COSTCO WHSL CORP NEW COM COST	COST	633	$624.1k0.15%	0.15%	Reduced -10	-10 -1.6%
61	TEEKAY TANKERS LTD CL A TNK	TNK	11,985	$501.9k0.12%	0.12%	Added +1.4k	+1,400 13.2%
62	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,000	$492.1k0.12%	0.12%	Unchanged
63	LINDE PLC SHS LIN	LIN	1,000	$476.8k0.11%	0.11%	Unchanged
64	SNOWFLAKE INC CL A SNOW	SNOW	2,000	$431.9k0.10%	0.10%	Unchanged
65	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	3,905	$420.8k0.10%	0.10%	Unchanged
66	SPDR GOLD TR GOLD SHS GLD	GLD	1,300	$399.8k0.09%	0.09%	Unchanged
67	PROCTER AND GAMBLE CO COM PG	PG	2,343	$377.7k0.09%	0.09%	Not comparable
68	CASEYS GEN STORES INC COM CASY	CASY	600	$306.4k0.07%	0.07%	Not comparable
69	NEW GOLD INC CDA COM NGD	NGD	62,000	$305.0k0.07%	0.07%	Not comparable
70	RTX CORPORATION COM RTX	RTX	2,000	$288.4k0.07%	0.07%	Unchanged
71	PRUDENTIAL FINL INC COM PRU	PRU	2,600	$283.4k0.07%	0.07%	Reduced -7.3k	-7,316 -73.8%
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	500	$273.5k0.06%	0.06%	Unchanged
73	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	3,300	$270.5k0.06%	0.06%	Unchanged
74	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,510	$261.8k0.06%	0.06%	Unchanged
75	CHEVRON CORP NEW COM CVX	CVX	1,625	$236.6k0.06%	0.06%	Unchanged
76	INMODE LTD SHS INMD	INMD	13,950	$206.9k0.05%	0.05%	Reduced -2.9k	-2,850 -17.0%
77	MERCK & CO INC COM MRK	MRK	2,500	$204.5k0.05%	0.05%	Reduced -300	-300 -10.7%
78	ISHARES ETHEREUM TR SHS ETHA	ETHA	10,000	$181.9k0.04%	0.04%	Unchanged
79	SAFE BULKERS INC COM SB	SB	30,000	$109.2k0.03%	0.03%	Unchanged