HARVEY CAPITAL MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 468.631 M 9.77 %

Average holding period

18 ans

Performance

$ 659.955 M 122 162.27 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HARVEY CAPITAL MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 17.03% 79.806 M $ 427731 2017/03/31 13.953 M $ 18.65 %
2025/09/30 AMZN AMAZON.COM INC 7.29% 34.184 M $ 155687 2015/06/30 28.249 K $ 0.08 %
2025/09/30 GOOG ALPHABET INC 6.88% 32.225 M $ 132313 2015/12/31 8.930 M $ 37.40 %
2025/09/30 AAPL APPLE COMPUTER INC 5.33% 24.976 M $ 98089 2008/12/31 5.255 M $ 23.80 %
2025/09/30 MSFT MICROSOFT CORP 5.26% 24.649 M $ 47589 2008/12/31 1.065 M $ 4.17 %
2025/09/30 NEM NEWMONT MNG CORP HLDG CO 3.05% 14.274 M $ 169300 2024/12/31 4.577 M $ 44.28 %
2025/09/30 URI UNITED RENTALS INC 2.81% 13.172 M $ 13798 2021/06/30 3.235 M $ 26.00 %
2025/09/30 ORCL ORACLE CORPORATION 2.80% 13.103 M $ 46590 2014/12/31 3.437 M $ 28.59 %
2025/09/30 GOOGL ALPHABET INC CAP STK 2.72% 12.747 M $ 52437 2015/12/31 3.506 M $ 38.03 %
2025/09/30 JPM JP MORGAN CHASE 2.20% 10.315 M $ 32702 2015/03/31 864.413 K $ 8.79 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.01% 9.432 M $ 18761 2013/12/31 330.083 K $ 3.47 %
2025/09/30 MLM MARTIN MARIETTA MATERIALS 1.97% 9.212 M $ 14615 2016/12/31 1.229 M $ 14.58 %
2025/09/30 V VISA INC COM 1.71% 8.009 M $ 23462 2015/06/30 -328.380 K $ -3.85 %
2025/09/30 CRM SALESFORCE.COM INC 1.65% 7.731 M $ 32621 2019/06/30 -989.184 K $ -13.13 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE INC 1.53% 7.157 M $ 42480 2021/12/31 -644.270 K $ -8.24 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.37% 6.411 M $ 11402 2020/06/30 437.624 K $ 6.97 %
2025/09/30 META META PLATFORMS INC CLASS A COM 1.33% 6.250 M $ 8510 2016/03/31 -32.685 K $ -0.52 %
2025/09/30 VMC VULCAN MATERIALS 1.23% 5.768 M $ 18751 2016/12/31 901.648 K $ 17.68 %
2025/09/30 GLNG GOLAR LNG LIMITED COM STK USD1 1.22% 5.715 M $ 141416 2022/12/31 -119.668 K $ -1.94 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 1.21% 5.680 M $ 33699 2023/12/31 1.764 M $ 42.07 %
2025/09/30 NICE NICE LTD ADR-EACH CNV INTO 1 O 1.21% 5.671 M $ 39171 2024/09/30 -907.722 K $ -14.39 %
2025/09/30 EA ELECTRONIC ARTS 1.19% 5.581 M $ 27671 2019/06/30 2.046 M $ 26.41 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 1.16% 5.457 M $ 11934 2025/03/31 363.585 K $ 8.65 %
2025/09/30 LLY LILLY, ELI CO 1.09% 5.098 M $ 6681 2024/03/31 0.000 $ 0.00 %
2025/09/30 JAZZ JAZZ PHARMACEUTICALS PLC COM U 1.06% 4.979 M $ 37775 2024/12/31 1.011 M $ 23.46 %
2025/09/30 PINS PINTEREST INC 1.06% 4.954 M $ 154000 2024/12/31 -588.554 K $ -10.34 %
2025/09/30 OKE ONEOK INC 1.04% 4.887 M $ 66970 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZM ZOOM VIDEO COMMUNICATIONS INC 1.04% 4.881 M $ 59165 2024/06/30 226.564 K $ 5.83 %
2025/09/30 WMT WALMART STORES INC 1.03% 4.839 M $ 46950 2020/09/30 247.896 K $ 5.37 %
2025/09/30 BAC BANK OF AMERICA CORP 1.02% 4.795 M $ 92950 2020/12/31 418.673 K $ 8.87 %
2025/09/30 HD HOME DEPOT 1.02% 4.787 M $ 11815 2018/12/31 475.321 K $ 10.33 %
2025/09/30 IVV ISHARES SP 500 INDEX ETF 1.00% 4.703 M $ 7026 2012/03/31 348.044 K $ 7.80 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.98% 4.580 M $ 54480 2025/09/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INC 0.96% 4.519 M $ 7945 2015/06/30 55.612 K $ 1.22 %
2025/09/30 MU MICRON 0.94% 4.401 M $ 26303 2024/12/31 1.235 M $ 36.45 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWRE 0.93% 4.363 M $ 16888 2020/03/31 293.294 K $ 6.46 %
2025/09/30 MELI MERCADOLIBRE INC COM USD0.001 0.92% 4.323 M $ 1850 2020/03/31 -511.876 K $ -11.06 %
2025/09/30 HALO HALOZYME THERAPEUTICS INC 0.90% 4.241 M $ 57820 2023/12/31 1.382 M $ 40.29 %
2025/09/30 NVGS NAVIGATOR HOLDINGS LTD ORD 0.89% 4.159 M $ 268500 2024/12/31 372.921 K $ 9.38 %
2025/09/30 ARE ALEXANDRIA REAL ESTATE EQUITIE 0.81% 3.800 M $ 45600 2025/06/30 254.630 K $ 14.38 %
2025/09/30 FI FISERV INC 0.77% 3.609 M $ 27995 2021/09/30 -805.249 K $ -25.18 %
2025/09/30 ADSK AUTODESK INC 0.66% 3.109 M $ 9786 2020/06/30 102.926 K $ 2.60 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.56% 2.603 M $ 12180 2023/03/31 640.219 K $ 25.90 %
2025/09/30 DHT DHT HOLDINGS INC 0.51% 2.368 M $ 198200 2025/09/30 0.000 $ 0.00 %
2025/09/30 BBIO BRIDGEBIO PHARMA 0.47% 2.225 M $ 42830 2024/12/31 451.008 K $ 20.48 %
2025/09/30 SNPS SYNOPSYS INC 0.45% 2.127 M $ 4311 2024/12/31 -87.017 K $ -3.70 %
2025/09/30 OPRA OPERA LIMITED SPON ADS EACH RE 0.44% 2.065 M $ 100025 2024/09/30 64.032 K $ 8.56 %
2025/09/30 AQST AQUESTIVE THERAPUEUTICS 0.41% 1.922 M $ 343755 2024/09/30 760.961 K $ 67.06 %
2025/09/30 NUE NUCOR CORPORATION 0.37% 1.713 M $ 12650 2025/03/31 120.156 K $ 4.39 %
2025/09/30 FIVN FIVE9 INC COM USD0.001 0.28% 1.323 M $ 54650 2024/09/30 -101.175 K $ -8.57 %
2025/09/30 INSW INTERNATIONAL SEAWAYS INC 0.27% 1.285 M $ 27880 2025/03/31 278.208 K $ 25.92 %
2025/09/30 ANET ARISTA NETWORKS INC 0.27% 1.276 M $ 8760 2025/06/30 533.603 K $ 43.88 %
2025/09/30 CYTK CYTOKINETICS INC 0.25% 1.172 M $ 21330 2024/12/31 480.705 K $ 65.16 %
2025/09/30 HON HONEYWELL INTL INC 0.24% 1.116 M $ 5300 2013/12/31 -118.613 K $ -9.37 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.23% 1.060 M $ 16313 2025/09/30 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON JOHNSON 0.20% 927.100 K $ 5000 2013/12/31 163.349 K $ 20.95 %
2025/09/30 XLK TECHNOLOGY SECTOR ETF 0.18% 866.720 K $ 3075 2020/06/30 89.039 K $ 11.41 %
2025/09/30 IVW ISHARES SP 500/BARRA GROWTH I 0.18% 842.022 K $ 6975 2012/03/31 74.074 K $ 9.75 %
2025/09/30 ADBE ADOBE SYSTEMS 0.18% 832.490 K $ 2360 2021/03/31 -80.546 K $ -8.70 %
2025/09/30 VST VISTRA CORP 0.15% 705.312 K $ 3600 2025/06/30 7.595 K $ 1.14 %
2025/09/30 BE BLOOM ENERGY CORP 0.14% 651.189 K $ 7700 2025/09/30 0.000 $ 0.00 %
2025/09/30 TNK TEEKAY TANKERS LTD (BM) COM US 0.13% 605.842 K $ 11985 2024/12/31 105.827 K $ 21.08 %
2025/09/30 COST COSTCO WHOLESALE 0.13% 585.924 K $ 633 2020/03/31 -40.708 K $ -6.52 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.11% 510.776 K $ 2800 2025/09/30 0.000 $ 0.00 %
2025/09/30 CRWD CROWDSTRIKE HOLDINGS 0.10% 490.380 K $ 1000 2024/06/30 -18.930 K $ -3.85 %
2025/09/30 LIN LINDE PLC COM EUR0.001 0.10% 475.000 K $ 1000 2023/03/31 5.819 K $ 1.22 %
2025/09/30 XLC COMMUNICATION SVCS SECTOR ETF 0.10% 462.235 K $ 3905 2020/06/30 38.425 K $ 9.13 %
2025/09/30 GLD SPDR GOLD TRUST 0.10% 462.111 K $ 1300 2024/03/31 65.832 K $ 16.47 %
2025/09/30 WIX WIX.COM LTD COM ILS0.01 0.10% 461.838 K $ 2600 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOW SNOWFLAKE INC 0.10% 451.100 K $ 2000 2022/12/31 3.560 K $ 0.82 %
2025/09/30 METC RAMACO RES INC COM 0.10% 447.003 K $ 13468 2025/09/30 0.000 $ 0.00 %
2025/09/30 NGD NEW GOLD INC COM NPV ISIN #CA6 0.10% 445.160 K $ 62000 2025/06/30 138.259 K $ 45.33 %
2025/09/30 HRI HERC HOLDINGS INC 0.09% 443.308 K $ 3800 2023/09/30 -279.723 K $ -10.85 %
2025/09/30 CASY CASEYS GENERAL STORES INC 0.07% 339.192 K $ 600 2025/06/30 33.030 K $ 10.78 %
2025/09/30 RTX RTX CORPORATION 0.07% 334.660 K $ 2000 2022/12/31 42.620 K $ 14.78 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.07% 315.100 K $ 10000 2025/03/31 124.400 K $ 68.39 %
2025/09/30 GTLS CHART INDUSTRIES INC 0.07% 310.232 K $ 1550 2024/09/30 1.022 M $ 21.83 %
2025/09/30 QQQ INVESCO QQQ TR 0.06% 300.185 K $ 500 2023/03/31 24.365 K $ 8.91 %
2025/09/30 PRU PRUDENTIAL FINANCIAL INC 0.06% 269.724 K $ 2600 2015/03/31 -9.620 K $ -3.39 %
2025/09/30 MUB ISHARES NATL AMT FREE MUNI ETF 0.06% 267.290 K $ 2510 2019/03/31 5.045 K $ 1.93 %
2025/09/30 XLP CONSUMER STAPLES SELECT SECTOR 0.06% 258.621 K $ 3300 2023/06/30 -8.579 K $ -3.17 %
2025/09/30 CVX CHEVRONTEXACO CORP 0.05% 252.346 K $ 1625 2025/03/31 19.662 K $ 8.31 %
2025/09/30 MRK MERCK CO INC NEW 0.04% 209.825 K $ 2500 2019/03/31 11.925 K $ 5.83 %
2025/09/30 INMD INMODE LTD COM ILS0.01 0.04% 166.880 K $ 11200 2023/06/30 6.417 K $ 3.10 %
2025/09/30 SB SAFE BULKERS INC 0.03% 133.200 K $ 30000 2022/03/31 24.900 K $ 22.80 %
2025/09/30 PG PROCTER GAMBLE 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC NEW 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC 0.00% 0.000 $ 0 2008/12/31 0.000 $ 0.00 %