HARVEY CAPITAL MANAGEMENT INC

PALM BEACH, FL · CIK 1119032 · 13F filing filed 2026-08-21

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.

$486.2m reported value +15.6% vs Q1 2026

92positions

56.0%in top 10

0 new 13 added 50 reduced 0 sold out vs Q1 2026

This manager withheld holdings under SEC confidential treatment in both Q2 2026 and Q1 2026, so new and sold-out positions can't be determined.

Holdings, Q2 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	401,906	$80.4m16.54%	16.54%	Reduced -164	-164 -0.0%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	127,956	$45.2m9.30%	9.30%	Reduced -1.3k	-1,312 -1.0%
3	AMAZON COM INC COM AMZN	AMZN	156,043	$37.2m7.65%	7.65%	Reduced -662	-662 -0.4%
4	APPLE INC COM AAPL	AAPL	97,665	$28.3m5.81%	5.81%	Reduced -363	-363 -0.4%
5	MICROSOFT CORP COM MSFT	MSFT	45,894	$17.1m3.52%	3.52%	Reduced -393	-393 -0.8%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,491	$15.9m3.27%	3.27%	Reduced -7.9k	-7,946 -15.2%
7	UNITED RENTALS INC COM URI	URI	12,418	$14.1m2.89%	2.89%	Reduced -1.4k	-1,388 -10.1%
8	JPMORGAN CHASE & CO COM JPM	JPM	37,387	$12.2m2.52%	2.52%	Reduced -190	-190 -0.5%
9	HALOZYME THERAPEUTICS INC COM HALO	HALO	146,113	$11.4m2.35%	2.35%	Added +55.5k	+55,513 61.3%
10	BRIDGEBIO PHARMA INC COM BBIO	BBIO	138,835	$10.3m2.13%	2.13%	Added +81.5k	+81,550 142.4%
11	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	18,405	$9.2m1.89%	1.89%	Reduced -266	-266 -1.4%
12	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	73,990	$9.1m1.87%	1.87%	Added +17.9k	+17,850 31.8%
13	MARTIN MARIETTA MATLS INC COM MLM	MLM	14,095	$8.1m1.67%	1.67%	Reduced -395	-395 -2.7%
14	NEWMONT CORP COM NEM	NEM	86,820	$8.1m1.67%	1.67%	Reduced -1.8k	-1,775 -2.0%
15	VISA INC COM CL A V	V	23,170	$7.9m1.63%	1.63%	Reduced -407	-407 -1.7%
16	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	30,580	$7.6m1.57%	1.57%	Added +10.3k	+10,322 51.0%
17	ELI LILLY & CO COM LLY	LLY	6,287	$7.5m1.55%	1.55%	Reduced -86	-86 -1.4%
18	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	18,127	$7.5m1.55%	1.55%	Reduced -430	-430 -2.3%
19	ARISTA NETWORKS INC COM SHS ANET	ANET	41,504	$7.1m1.45%	1.45%	Added +330	+330 0.8%
20	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	26,913	$6.5m1.33%	1.33%	Reduced -8.4k	-8,407 -23.8%
21	GOLAR LNG LTD SHS GLNG	GLNG	123,580	$6.2m1.27%	1.27%	Reduced -2.2k	-2,195 -1.8%
22	BANK AMERICA CORP COM BAC	BAC	106,075	$6.0m1.24%	1.24%	Reduced -1.4k	-1,400 -1.3%
23	RAYONIER INC COM RYN	RYN	281,600	$6.0m1.23%	1.23%	Added +25.6k	+25,600 10.0%
24	MICRON TECHNOLOGY INC COM MU	MU	5,073	$5.9m1.20%	1.20%	Reduced -4.6k	-4,605 -47.6%
25	CYTOKINETICS INC COM NEW CYTK	CYTK	68,275	$5.8m1.20%	1.20%	Added +19.0k	+18,980 38.5%
26	AMPHENOL CORP CL A APH	APH	32,900	$5.8m1.19%	1.19%	Not comparable
27	VULCAN MATLS CO COM VMC	VMC	18,554	$5.5m1.13%	1.13%	Reduced -300	-300 -1.6%
28	ISHARES TR CORE S&P500 ETF IVV	IVV	7,088	$5.3m1.09%	1.09%	Reduced -50	-50 -0.7%
29	META PLATFORMS INC CL A META	META	9,200	$5.2m1.07%	1.07%	Reduced -100	-100 -1.1%
30	MASTERCARD INCORPORATED CL A MA	MA	9,695	$5.0m1.02%	1.02%	Added +1.7k	+1,745 21.9%
31	NETFLIX INC COM NFLX	NFLX	68,865	$4.9m1.01%	1.01%	Not comparable
32	EXPAND ENERGY CORPORATION COM EXE	EXE	46,033	$4.2m0.86%	0.86%	Reduced -4.9k	-4,920 -9.7%
33	SALESFORCE INC COM CRM	CRM	26,657	$4.2m0.86%	0.86%	Reduced -13.6k	-13,552 -33.7%
34	ARGENX SE SPONSORED ADR ARGX	ARGX	4,346	$4.0m0.83%	0.83%	Reduced -155	-155 -3.4%
35	AGNICO EAGLE MINES LTD COM AEM	AEM	24,983	$3.9m0.80%	0.80%	Reduced -545	-545 -2.1%
36	ZOOM COMMUNICATIONS INC CL A ZM	ZM	42,055	$3.6m0.75%	0.75%	Reduced -16.7k	-16,660 -28.4%
37	REGENERON PHARMACEUTICALS COM REGN	REGN	4,975	$3.1m0.64%	0.64%	Reduced -5.0k	-5,001 -50.1%
38	MERCADOLIBRE INC COM MELI	MELI	1,822	$3.1m0.64%	0.64%	Reduced -28	-28 -1.5%
39	EXPEDIA GROUP INC COM NEW EXPE	EXPE	11,975	$3.1m0.63%	0.63%	Reduced -115	-115 -0.9%
40	JACOBS SOLUTIONS INC COM J	J	23,572	$3.0m0.61%	0.61%	Reduced -150	-150 -0.6%
41	WORKDAY INC CL A WDAY	WDAY	24,122	$3.0m0.61%	0.61%	Not comparable
42	NAVIGATOR HLDGS LTD SHS NVGS	NVGS	155,761	$2.9m0.60%	0.60%	Reduced -8.0k	-8,000 -4.9%
43	CONSTELLATION ENERGY CORP COM CEG	CEG	11,478	$2.9m0.59%	0.59%	Not comparable
44	AIRBNB INC COM CL A ABNB	ABNB	19,560	$2.8m0.58%	0.58%	Not comparable
45	WALMART INC COM WMT	WMT	21,888	$2.5m0.51%	0.51%	Reduced -5.6k	-5,562 -20.3%
46	AUTODESK INC COM ADSK	ADSK	9,330	$1.8m0.37%	0.37%	Reduced -335	-335 -3.5%
47	DHT HOLDINGS INC SHS NEW DHT	DHT	103,400	$1.7m0.35%	0.35%	Reduced -94.0k	-93,950 -47.6%
48	VISTRA CORP COM VST	VST	9,640	$1.5m0.31%	0.31%	Not comparable
49	JOHNSON & JOHNSON COM JNJ	JNJ	4,999	$1.3m0.26%	0.26%	Reduced -1	-1 -0.0%
50	ABIVAX SA SPONSORED ADS ABVX	ABVX	9,280	$1.2m0.25%	0.25%	Added +5.0k	+4,980 115.8%
51	INTERNATIONAL SEAWAYS INC COM INSW	INSW	16,080	$1.2m0.25%	0.25%	Reduced -500	-500 -3.0%
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,130	$1.2m0.24%	0.24%	Unchanged
53	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,700	$1.1m0.23%	0.23%	Reduced -10.0k	-10,000 -73.0%
54	SYNOPSYS INC COM SNPS	SNPS	2,323	$1.0m0.21%	0.21%	Reduced -100	-100 -4.1%
55	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,975	$959.3k0.20%	0.20%	Unchanged
56	OPERA LTD SPONSORED ADS OPRA	OPRA	43,875	$870.0k0.18%	0.18%	Reduced -11.9k	-11,900 -21.3%
57	ONEOK INC NEW COM OKE	OKE	9,350	$812.9k0.17%	0.17%	Reduced -39.4k	-39,448 -80.8%
58	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	999	$762.4k0.16%	0.16%	Reduced -1	-1 -0.1%
59	TEEKAY TANKERS LTD CL A TNK	TNK	9,685	$628.3k0.13%	0.13%	Reduced -300	-300 -3.0%
60	HONEYWELL INTL INC COM HON	HON	2,649	$593.1k0.12%	0.12%	Not comparable
61	COSTCO WHSL CORP NEW COM COST	COST	631	$590.3k0.12%	0.12%	Unchanged
62	CIENA CORP COM NEW CIEN	CIEN	1,200	$588.7k0.12%	0.12%	Unchanged
63	HONEYWELL AEROSPACE INC COM HONA	HONA	2,649	$585.6k0.12%	0.12%	Not comparable
64	BROADCOM INC COM AVGO	AVGO	1,530	$578.0k0.12%	0.12%	Not comparable
65	LINDE PLC SHS LIN	LIN	999	$518.4k0.11%	0.11%	Reduced -1	-1 -0.1%
66	SNOWFLAKE INC CL A SNOW	SNOW	2,000	$509.0k0.10%	0.10%	Unchanged
67	SPDR GOLD TR GOLD SHS GLD	GLD	1,300	$478.9k0.10%	0.10%	Unchanged
68	CASEYS GEN STORES INC COM CASY	CASY	598	$475.3k0.10%	0.10%	Reduced -2	-2 -0.3%
69	CORNING INC COM GLW	GLW	1,800	$459.8k0.09%	0.09%	Added +300	+300 20.0%
70	MYR GROUP INC DEL COM MYRG	MYRG	872	$436.3k0.09%	0.09%	Reduced -3	-3 -0.3%
71	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	3,905	$418.3k0.09%	0.09%	Unchanged
72	GULFPORT ENERGY CORP COMMON SHARES GPOR	GPOR	2,300	$390.3k0.08%	0.08%	Reduced -200	-200 -8.0%
73	RTX CORPORATION COM RTX	RTX	1,998	$379.1k0.08%	0.08%	Reduced -2	-2 -0.1%
74	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	500	$368.2k0.08%	0.08%	Unchanged
75	MERCK & CO INC COM MRK	MRK	2,497	$320.9k0.07%	0.07%	Reduced -3	-3 -0.1%
76	EURONAV NV SHS CMBT	CMBT	21,000	$293.8k0.06%	0.06%	Added +6.0k	+6,000 40.0%
77	APPLIED MATLS INC COM AMAT	AMAT	400	$289.2k0.06%	0.06%	Not comparable
78	PRUDENTIAL FINL INC COM PRU	PRU	2,598	$280.4k0.06%	0.06%	Reduced -2	-2 -0.1%
79	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	3,300	$274.1k0.06%	0.06%	Unchanged
80	CHEVRON CORP NEW COM CVX	CVX	1,625	$269.4k0.06%	0.06%	Unchanged
81	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	500	$238.8k0.05%	0.05%	Not comparable
82	CSX CORP COM CSX	CSX	5,000	$237.7k0.05%	0.05%	Unchanged
83	WILLIAMS COS INC COM WMB	WMB	3,000	$223.0k0.05%	0.05%	Unchanged
84	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,150	$220.4k0.05%	0.05%	Unchanged
85	TSAKOS ENERGY NAVIGATION LTD SHS TEN	TEN	6,000	$212.2k0.04%	0.04%	Unchanged
86	NAVIOS MARITIME PARTNERS L P COM UNIT LPI NMM	NMM	3,000	$210.2k0.04%	0.04%	Unchanged
87	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,783	$208.0k0.04%	0.04%	Reduced -1.0k	-1,017 -36.3%
88	GRANITE CONSTR INC COM GVA	GVA	1,300	$205.5k0.04%	0.04%	Not comparable
89	IDEX CORP COM IEX	IEX	900	$204.3k0.04%	0.04%	Not comparable
90	INMODE LTD SHS INMD	INMD	13,200	$193.0k0.04%	0.04%	Added +2.0k	+2,000 17.9%
91	SAFE BULKERS INC COM SB	SB	25,000	$157.8k0.03%	0.03%	Added +5.0k	+5,000 25.0%
92	ISHARES ETHEREUM TR SHS ETHA	ETHA	10,000	$118.9k0.02%	0.02%	Unchanged