HARVEY CAPITAL MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, HARVEY CAPITAL MANAGEMENT INC held in its portfolio 78 assets valued at $468,928,023 (i.e. $468.93M).
The most valuable assets in the portfolio included: NVIDIA CORP ($73.97M), ALPHABET INC ($40.49M), and AMAZON.COM INC ($35.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HARVEY CAPITAL MANAGEMENT INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORP | 396603 | 73966460 | COM |
| ALPHABET INC | 129043 | 40493693 | CAP STK CL C |
| AMAZON.COM INC | 155677 | 35933365 | COM |
| APPLE COMPUTER INC | 98089 | 26666476 | COM |
| MICROSOFT CORP | 45878 | 22187518 | COM |
| ALPHABET INC CAP STK | 52437 | 16412781 | CAP STK CL A |
| NEWMONT MNG CORP HLDG CO | 163030 | 16278546 | COM |
| JP MORGAN CHASE | 37722 | 12154783 | COM |
| UNITED RENTALS INC | 13796 | 11165379 | COM |
| BERKSHIRE HATHAWAY INC DEL | 18696 | 9397544 | CL B NEW |
| INTERCONTINENTAL EXCHANGE INC | 56360 | 9128066 | COM |
| MARTIN MARIETTA MATERIALS | 14602 | 9092081 | COM |
| ORACLE CORPORATION | 44515 | 8676419 | COM |
| SALESFORCE.COM INC | 31489 | 8341751 | COM |
| VISA INC COM | 23462 | 8228358 | COM CL A |
| MOTOROLA SOLUTIONS INC | 20620 | 7904058 | COM NEW |
| REGENERON PHARMACEUTICALS | 10198 | 7871530 | COM |
| LILLY, ELI CO | 6678 | 7176713 | COM |
| META PLATFORMS INC CLASS A COM | 9710 | 6409474 | CL A |
| JAZZ PHARMACEUTICALS PLC COM U | 34970 | 5944900 | SHS USD |
| BANK OF AMERICA CORP | 107475 | 5911125 | COM |
| AGNICO EAGLE MINES LTD | 33579 | 5692648 | COM |
| VULCAN MATERIALS | 18751 | 5348160 | COM |
| MICRON | 18471 | 5271808 | COM |
| ELECTRONIC ARTS | 25711 | 5253529 | COM |
| WALMART STORES INC | 46950 | 5230700 | COM |
| ZOOM VIDEO COMMUNICATIONS INC | 59615 | 5144178 | CL A |
| ONEOK INC | 68870 | 5061945 | COM |
| ISHARES SP 500 INDEX ETF | 7151 | 4898006 | CORE SP 500 E |
| HOME DEPOT | 13422 | 4618510 | COM |
| GOLAR LNG LIMITED COM STK USD1 | 123950 | 4612180 | SHS |
| NAVIGATOR HOLDINGS LTD ORD | 262025 | 4538273 | SHS |
| MASTERCARD INC | 7945 | 4535642 | CL A |
| TAKE-TWO INTERACTIVE SOFTWRE | 16843 | 4312313 | COM |
| INTUIT | 6204 | 4109654 | COM |
| HALOZYME THERAPEUTICS INC | 56340 | 3791682 | COM |
| MERCADOLIBRE INC COM USD0.001 | 1850 | 3726381 | COM |
| EXPEDIA GROUP INC | 12135 | 3437967 | COM NEW |
| BRIDGEBIO PHARMA | 42730 | 3268418 | COM |
| JACOBS SOLUTIONS INC. | 23372 | 3095855 | COM |
| CYTOKINETICS INC | 46810 | 2974307 | COM NEW |
| EXPAND ENERGY CORP | 26237 | 2895515 | COM |
| AUTODESK INC | 9690 | 2868337 | COM |
| DHT HOLDINGS INC | 202950 | 2478020 | SHS NEW |
| NUCOR CORPORATION | 11975 | 1953242 | COM |
| PINTEREST INC | 74560 | 1930358 | CL A |
| ARISTA NETWORKS INC | 11965 | 1567774 | COM SHS |
| OPERA LIMITED SPON ADS EACH RE | 100950 | 1429452 | SPON ADS |
| ZOETIS INC | 11000 | 1384020 | CL A |
| SYNOPSYS INC | 2293 | 1077068 | COM |
| JOHNSON JOHNSON | 5000 | 1034750 | COM |
| HONEYWELL INTL INC | 5300 | 1033977 | COM |
| TECHNOLOGY SECTOR ETF | 6150 | 885416 | STATE ST TEC |
| ISHARES SP 500/BARRA GROWTH I | 6975 | 859738 | SP 500 GRWT E |
| ADOBE SYSTEMS | 2360 | 825976 | COM |
| INTERNATIONAL SEAWAYS INC | 16580 | 804959 | COM |
| COSTCO WHOLESALE | 631 | 544137 | COM |
| TEEKAY TANKERS LTD (BM) COM US | 9985 | 533399 | CL A |
| SPDR GOLD TRUST | 1300 | 515203 | GOLD SHS |
| PALANTIR TECHNOLOGIES INC | 2800 | 497700 | CL A |
| CROWDSTRIKE HOLDINGS | 1000 | 468760 | CL A |
| COMMUNICATION SVCS SECTOR ETF | 3905 | 459697 | STATE ST COM |
| ABIVAX SA- | 3300 | 445021 | SPON ADR |
| SNOWFLAKE INC | 2000 | 438720 | COM SHS |
| LINDE PLC COM EUR0.001 | 1000 | 426390 | SHS |
| SPDR SP 500 ETF TRUST UNIT SE | 620 | 422790 | TR UNIT |
| RTX CORPORATION | 2000 | 366800 | COM |
| CASEYS GENERAL STORES INC | 600 | 331626 | COM |
| INVESCO QQQ TR | 500 | 307155 | UNIT SER 1 |
| PRUDENTIAL FINANCIAL INC | 2600 | 293488 | COM |
| MERCK CO INC NEW | 2500 | 263150 | COM |
| CONSUMER STAPLES SELECT SECTOR | 3300 | 256344 | STATE ST CON |
| CHEVRON CORP | 1625 | 247666 | COM |
| ISHARES SILVER TRUST ETF | 3670 | 236421 | ISHARES |
| ISHARES ETHEREUM TR | 10000 | 224300 | SHS |
| INMODE LTD COM ILS0.01 | 11200 | 164528 | SHS |
| EURONAV NPV | 15000 | 144750 | SHS |
| SAFE BULKERS INC | 10000 | 48200 | COM |
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