HARVEY CAPITAL MANAGEMENT INC

PALM BEACH, FL · CIK 1119032 · 13F filing filed 2026-05-11

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.

Others nearbyPalm Beach, FL

$438.8m reported value -4.7% vs Q4 2025

88positions

53.9%in top 10

0 new 23 added 25 reduced 0 sold out vs Q4 2025

This manager withheld holdings under SEC confidential treatment in both Q1 2026 and Q4 2025, so new and sold-out positions can't be determined.

Holdings, Q1 2026

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	402,070	$70.1m15.98%	15.98%	Added +5.5k	+5,467 1.4%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	129,268	$37.1m8.45%	8.45%	Added +225	+225 0.2%
3	AMAZON COM INC COM AMZN	AMZN	156,705	$32.6m7.44%	7.44%	Added +1.0k	+1,028 0.7%
4	APPLE INC COM AAPL	AAPL	98,028	$24.9m5.67%	5.67%	Reduced -61	-61 -0.1%
5	MICROSOFT CORP COM MSFT	MSFT	46,287	$17.1m3.90%	3.90%	Added +409	+409 0.9%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,437	$15.1m3.44%	3.44%	Unchanged
7	JPMORGAN CHASE & CO COM JPM	JPM	37,577	$11.1m2.52%	2.52%	Reduced -145	-145 -0.4%
8	UNITED RENTALS INC COM URI	URI	13,806	$10.1m2.29%	2.29%	Added +10	+10 0.1%
9	NEWMONT CORP COM NEM	NEM	88,595	$9.6m2.19%	2.19%	Reduced -74.4k	-74,435 -45.7%
10	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,671	$8.9m2.04%	2.04%	Reduced -25	-25 -0.1%
11	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	56,140	$8.8m2.01%	2.01%	Reduced -220	-220 -0.4%
12	MARTIN MARIETTA MATLS INC COM MLM	MLM	14,490	$8.5m1.94%	1.94%	Reduced -112	-112 -0.8%
13	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	18,557	$8.1m1.84%	1.84%	Reduced -2.1k	-2,063 -10.0%
14	REGENERON PHARMACEUTICALS COM REGN	REGN	9,976	$7.7m1.76%	1.76%	Reduced -222	-222 -2.2%
15	SALESFORCE INC COM CRM	CRM	40,209	$7.5m1.71%	1.71%	Added +8.7k	+8,720 27.7%
16	VISA INC COM CL A V	V	23,577	$7.1m1.62%	1.62%	Added +115	+115 0.5%
17	GOLAR LNG LTD SHS GLNG	GLNG	125,775	$6.8m1.55%	1.55%	Added +1.8k	+1,825 1.5%
18	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	35,320	$6.7m1.52%	1.52%	Added +350	+350 1.0%
19	ELI LILLY & CO COM LLY	LLY	6,373	$5.9m1.34%	1.34%	Reduced -305	-305 -4.6%
20	HALOZYME THERAPEUTICS INC COM HALO	HALO	90,600	$5.9m1.33%	1.33%	Added +34.3k	+34,260 60.8%
21	EXPAND ENERGY CORPORATION COM EXE	EXE	50,953	$5.6m1.27%	1.27%	Added +24.7k	+24,716 94.2%
22	META PLATFORMS INC CL A META	META	9,300	$5.3m1.21%	1.21%	Reduced -410	-410 -4.2%
23	RAYONIER INC COM RYN	RYN	256,000	$5.3m1.20%	1.20%	Not comparable
24	BANK AMERICA CORP COM BAC	BAC	107,475	$5.2m1.19%	1.19%	Unchanged
25	AGNICO EAGLE MINES LTD COM AEM	AEM	25,528	$5.2m1.18%	1.18%	Reduced -8.1k	-8,051 -24.0%
26	VULCAN MATLS CO COM VMC	VMC	18,854	$5.1m1.17%	1.17%	Added +103	+103 0.6%
27	ARISTA NETWORKS INC COM SHS ANET	ANET	41,174	$5.1m1.15%	1.15%	Added +29.2k	+29,209 244.1%
28	ZOOM COMMUNICATIONS INC CL A ZM	ZM	58,715	$4.7m1.08%	1.08%	Reduced -900	-900 -1.5%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	7,138	$4.7m1.06%	1.06%	Reduced -13	-13 -0.2%
30	ONEOK INC NEW COM OKE	OKE	48,798	$4.4m1.01%	1.01%	Reduced -20.1k	-20,072 -29.1%
31	HOME DEPOT INC COM HD	HD	13,382	$4.4m1.00%	1.00%	Reduced -40	-40 -0.3%
32	BRIDGEBIO PHARMA INC COM BBIO	BBIO	57,285	$4.3m0.97%	0.97%	Added +14.6k	+14,555 34.1%
33	INTUIT COM INTU	INTU	9,493	$4.1m0.94%	0.94%	Added +3.3k	+3,289 53.0%
34	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	20,258	$4.0m0.91%	0.91%	Added +3.4k	+3,415 20.3%
35	MASTERCARD INCORPORATED CL A MA	MA	7,950	$4.0m0.91%	0.91%	Added +5	+5 0.1%
36	ORACLE CORP COM ORCL	ORCL	26,355	$3.9m0.88%	0.88%	Reduced -18.2k	-18,160 -40.8%
37	DHT HOLDINGS INC SHS NEW DHT	DHT	197,350	$3.6m0.82%	0.82%	Reduced -5.6k	-5,600 -2.8%
38	WALMART INC COM WMT	WMT	27,450	$3.4m0.78%	0.78%	Reduced -19.5k	-19,500 -41.5%
39	ARGENX SE SPONSORED ADR ARGX	ARGX	4,501	$3.3m0.75%	0.75%	Not comparable
40	MICRON TECHNOLOGY INC COM MU	MU	9,678	$3.3m0.75%	0.75%	Reduced -8.8k	-8,793 -47.6%
41	CYTOKINETICS INC COM NEW CYTK	CYTK	49,295	$3.2m0.74%	0.74%	Added +2.5k	+2,485 5.3%
42	MERCADOLIBRE INC COM MELI	MELI	1,850	$3.2m0.73%	0.73%	Unchanged
43	PINTEREST INC CL A PINS	PINS	172,660	$3.2m0.72%	0.72%	Added +98.1k	+98,100 131.6%
44	NAVIGATOR HLDGS LTD SHS NVGS	NVGS	163,761	$3.2m0.72%	0.72%	Reduced -98.3k	-98,264 -37.5%
45	JACOBS SOLUTIONS INC COM J	J	23,722	$3.0m0.69%	0.69%	Added +350	+350 1.5%
46	EXPEDIA GROUP INC COM NEW EXPE	EXPE	12,090	$2.8m0.64%	0.64%	Reduced -45	-45 -0.4%
47	AUTODESK INC COM ADSK	ADSK	9,665	$2.3m0.53%	0.53%	Reduced -25	-25 -0.3%
48	MARVELL TECHNOLOGY INC COM MRVL	MRVL	13,700	$1.4m0.31%	0.31%	Not comparable
49	JOHNSON & JOHNSON COM JNJ	JNJ	5,000	$1.2m0.28%	0.28%	Unchanged
50	INTERNATIONAL SEAWAYS INC COM INSW	INSW	16,580	$1.2m0.28%	0.28%	Unchanged
51	HONEYWELL INTL INC COM COM		5,300	$1.2m0.27%	0.27%	Unchanged
52	SYNOPSYS INC COM SNPS	SNPS	2,423	$960.7k0.22%	0.22%	Added +130	+130 5.7%
53	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,130	$814.7k0.19%	0.19%	Reduced -20	-20 -0.3%
54	OPERA LTD SPONSORED ADS OPRA	OPRA	55,775	$795.4k0.18%	0.18%	Reduced -45.2k	-45,175 -44.8%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,975	$788.9k0.18%	0.18%	Unchanged
56	TEEKAY TANKERS LTD CL A TNK	TNK	9,985	$732.1k0.17%	0.17%	Unchanged
57	COSTCO WHSL CORP NEW COM COST	COST	631	$628.7k0.14%	0.14%	Unchanged
58	SERVICENOW INC COM NOW	NOW	5,900	$616.8k0.14%	0.14%	Not comparable
59	SPDR GOLD TR GOLD SHS GLD	GLD	1,300	$559.4k0.13%	0.13%	Unchanged
60	GULFPORT ENERGY CORP COMMON SHARES GPOR	GPOR	2,500	$528.9k0.12%	0.12%	Not comparable
61	LINDE PLC SHS LIN	LIN	1,000	$495.8k0.11%	0.11%	Unchanged
62	ABIVAX SA SPONSORED ADS ABVX	ABVX	4,300	$478.8k0.11%	0.11%	Added +1.0k	+1,000 30.3%
63	CIENA CORP COM NEW CIEN	CIEN	1,200	$465.9k0.11%	0.11%	Not comparable
64	CASEYS GEN STORES INC COM CASY	CASY	600	$436.7k0.10%	0.10%	Unchanged
65	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	3,905	$432.9k0.10%	0.10%	Unchanged
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,800	$409.6k0.09%	0.09%	Unchanged
67	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,000	$390.4k0.09%	0.09%	Unchanged
68	RTX CORPORATION COM RTX	RTX	2,000	$385.8k0.09%	0.09%	Unchanged
69	CHEVRON CORP NEW COM CVX	CVX	1,625	$336.2k0.08%	0.08%	Unchanged
70	SNOWFLAKE INC CL A SNOW	SNOW	2,000	$301.6k0.07%	0.07%	Unchanged
71	MERCK & CO INC COM MRK	MRK	2,500	$300.7k0.07%	0.07%	Unchanged
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	500	$288.6k0.07%	0.07%	Unchanged
73	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	3,300	$270.5k0.06%	0.06%	Unchanged
74	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,150	$254.2k0.06%	0.06%	Not comparable
75	PRUDENTIAL FINL INC COM PRU	PRU	2,600	$254.0k0.06%	0.06%	Unchanged
76	ISHARES SILVER TR ISHARES SLV	SLV	3,670	$250.1k0.06%	0.06%	Unchanged
77	MYR GROUP INC DEL COM MYRG	MYRG	875	$247.0k0.06%	0.06%	Not comparable
78	TSAKOS ENERGY NAVIGATION LTD SHS TEN	TEN	6,000	$236.8k0.05%	0.05%	Not comparable
79	ZOETIS INC CL A ZTS	ZTS	2,000	$236.4k0.05%	0.05%	Reduced -9.0k	-9,000 -81.8%
80	SUNCOR ENERGY INC NEW COM SU	SU	3,500	$231.4k0.05%	0.05%	Not comparable
81	WILLIAMS COS INC COM WMB	WMB	3,000	$218.3k0.05%	0.05%	Not comparable
82	CSX CORP COM CSX	CSX	5,000	$205.2k0.05%	0.05%	Not comparable
83	CORNING INC COM GLW	GLW	1,500	$204.0k0.05%	0.05%	Not comparable
84	NAVIOS MARITIME PARTNERS L P COM UNIT LPI NMM	NMM	3,000	$202.4k0.05%	0.05%	Not comparable
85	EURONAV NV SHS CMBT	CMBT	15,000	$189.8k0.04%	0.04%	Unchanged
86	ISHARES ETHEREUM TR SHS ETHA	ETHA	10,000	$158.3k0.04%	0.04%	Unchanged
87	INMODE LTD SHS INMD	INMD	11,200	$153.2k0.03%	0.03%	Unchanged
88	SAFE BULKERS INC COM SB	SB	20,000	$126.6k0.03%	0.03%	Added +10.0k	+10,000 100.0%