Harvey Capital Management Inc Top Holdings and 13F Report (2025) About Harvey Capital Management IncInvestment ActivityHarvey Capital Management Inc has $424.89 million in total holdings as of December 31, 2024.Harvey Capital Management Inc owns shares of 80 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 6.79% of the portfolio was purchased this quarter.About 6.30% of the portfolio was sold this quarter.This quarter, Harvey Capital Management Inc has purchased 76 new stocks and bought additional shares in 10 stocks.Harvey Capital Management Inc sold shares of 27 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $57,985,751Amazon.com $34,410,444Alphabet $25,888,414Apple $25,841,090Microsoft $24,480,720 Largest New Holdings this Quarter Pinterest $4,775,140 HoldingJazz Pharmaceuticals $3,134,168 HoldingHewlett Packard Enterprise $2,578,653 HoldingNavigator $2,503,585 HoldingSynopsys $2,307,887 Holding Largest Purchases this Quarter Pinterest 164,660 shares (about $4.78M)NICE 27,840 shares (about $4.73M)Jazz Pharmaceuticals 25,450 shares (about $3.13M)Hewlett Packard Enterprise 120,780 shares (about $2.58M)Navigator 163,100 shares (about $2.50M) Largest Sales this Quarter Expedia Group 9,530 shares (about $1.78M)argenx 2,533 shares (about $1.56M)Salesforce 3,830 shares (about $1.28M)Scorpio Tankers 23,246 shares (about $1.16M)Summit Materials 21,456 shares (about $1.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHarvey Capital Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$57,985,751$23,501 ▲0.0%431,79513.6%Computer and TechnologyAMZNAmazon.com$34,410,444$928,020 ▲2.8%156,8468.1%Retail/WholesaleGOOGAlphabet$25,888,414$33,327 ▲0.1%135,9406.1%Computer and TechnologyAAPLApple$25,841,0900.0%103,1916.1%Computer and TechnologyMSFTMicrosoft$24,480,720$356,168 ▼-1.4%58,0805.8%Computer and TechnologyURIUnited Rentals$11,695,817$288,820 ▼-2.4%16,6032.8%ConstructionORCLOracle$10,784,441$201,801 ▼-1.8%64,7172.5%Computer and TechnologyGOOGLAlphabet$9,887,1390.0%52,2302.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$9,305,879$172,384 ▲1.9%13,0642.2%MedicalBRK.BBerkshire Hathaway$9,132,2320.0%20,1472.1%FinanceGLNGGolar LNG$8,969,724$15,870 ▼-0.2%211,9502.1%TransportationHALOHalozyme Therapeutics$8,865,647$20,319 ▼-0.2%185,4352.1%MedicalCRMSalesforce$8,460,555$1,280,484 ▼-13.1%25,3062.0%Computer and TechnologyJPMJPMorgan Chase & Co.$8,406,630$46,743 ▼-0.6%35,0702.0%FinanceTTWOTake-Two Interactive Software$8,266,112$17,488 ▼-0.2%44,9051.9%Consumer DiscretionaryEAElectronic Arts$7,748,194$8,778 ▼-0.1%52,9611.8%Consumer DiscretionaryVVisa$7,730,338$708,878 ▼-8.4%24,4601.8%Business ServicesGTLSChart Industries$7,373,485$478,054 ▼-6.1%38,6371.7%Industrial ProductsNICENICE$7,275,266$4,728,345 ▲185.6%42,8361.7%Computer and TechnologyMLMMartin Marietta Materials$7,172,1190.0%13,8861.7%ConstructionARGXargenx$7,110,015$1,557,795 ▼-18.0%11,5611.7%MedicalEXPEExpedia Group$6,942,656$1,775,725 ▼-20.4%37,2601.6%Retail/WholesaleZMZoom Video Communications$5,643,740$179,542 ▼-3.1%69,1551.3%Computer and TechnologyADSKAutodesk$5,421,641$1,017,056 ▼-15.8%18,3431.3%Computer and TechnologyMETAMeta Platforms$5,363,272$526,959 ▼-8.9%9,1601.3%Computer and TechnologyAEMAgnico Eagle Mines$5,161,2340.0%65,9921.2%Basic MaterialsVMCVulcan Materials$4,980,2300.0%19,3611.2%ConstructionPINSPinterest$4,775,140$4,775,140 ▲New Holding164,6601.1%Computer and TechnologyBACBank of America$4,474,110$4,395 ▼-0.1%101,8001.1%FinanceMAMastercard$4,320,5070.0%8,2051.0%Business ServicesWMTWalmart$4,241,932$271,050 ▼-6.0%46,9501.0%Retail/WholesaleHDHome Depot$3,949,415$8,169 ▼-0.2%10,1530.9%Retail/WholesaleIVViShares Core S&P 500 ETF$3,899,4160.0%6,6240.9%ETFHRIHerc$3,882,780$595,822 ▼-13.3%20,5080.9%TransportationICEIntercontinental Exchange$3,832,5370.0%25,7200.9%FinanceDELLDell Technologies$3,601,250$832,609 ▲30.1%31,2500.8%Computer and TechnologyMELIMercadoLibre$3,145,8140.0%1,8500.7%Retail/WholesaleJAZZJazz Pharmaceuticals$3,134,168$3,134,168 ▲New Holding25,4500.7%MedicalOPRAOpera$2,598,947$367,436 ▼-12.4%137,2200.6%Computer and TechnologyHPEHewlett Packard Enterprise$2,578,653$2,578,653 ▲New Holding120,7800.6%Computer and TechnologyNVGSNavigator$2,503,585$2,503,585 ▲New Holding163,1000.6%TransportationFIFiserv$2,366,438$30,813 ▼-1.3%11,5200.6%Business ServicesSNPSSynopsys$2,307,887$2,307,887 ▲New Holding4,7550.5%Computer and TechnologyMUMicron Technology$2,050,138$2,050,138 ▲New Holding24,3600.5%Computer and TechnologyFIVNFive9$1,967,382$461,914 ▼-19.0%48,4100.5%Computer and TechnologyCMCSAComcast$1,740,1540.0%46,3670.4%Consumer DiscretionaryCHTRCharter Communications$1,726,1900.0%5,0360.4%Consumer DiscretionarySUMSummit Materials$1,396,155$1,085,673 ▼-43.7%27,5920.3%ConstructionBRK.ABerkshire Hathaway$1,361,8400.0%20.3%FinancePRUPrudential Financial$1,307,623$19,676 ▼-1.5%11,0320.3%FinanceHONHoneywell International$1,197,2170.0%5,3000.3%Multi-Sector ConglomeratesADBEAdobe$1,056,115$217,893 ▲26.0%2,3750.2%Computer and TechnologyCYTKCytokinetics$1,039,819$1,039,819 ▲New Holding22,1050.2%MedicalAQSTAquestive Therapeutics$951,908$889,252 ▲1,419.3%267,3900.2%MedicalSQMSociedad Química y Minera de Chile$905,3280.0%24,8990.2%Basic MaterialsCCitigroup$893,953$893,953 ▲New Holding12,7000.2%FinanceINMDInMode$859,883$11,690 ▲1.4%51,4900.2%MedicalCOSTCostco Wholesale$797,1550.0%8700.2%Retail/WholesaleLLYEli Lilly and Company$791,3000.0%1,0250.2%MedicalXLKTechnology Select Sector SPDR Fund$756,8530.0%3,2550.2%ETFJNJJohnson & Johnson$723,1000.0%5,0000.2%MedicalIVWiShares S&P 500 Growth ETF$710,7100.0%7,0000.2%ETFSUSuncor Energy$683,2720.0%19,1500.2%Oils/EnergyFANGDiamondback Energy$576,190$46,036 ▼-7.4%3,5170.1%Oils/EnergyPFEPfizer$543,865$543,865 ▲New Holding20,5000.1%MedicalSTNGScorpio Tankers$487,707$1,155,093 ▼-70.3%9,8150.1%TransportationNEMNewmont$420,586$420,586 ▲New Holding11,3000.1%Basic MaterialsLINDE PLC COM EUR0.001$418,6700.0%1,0000.1%SHSXLCCommunication Services Select Sector SPDR Fund$398,3730.0%4,1150.1%ETFQQQInvesco QQQ$383,4220.0%7500.1%FinanceTEEKAY TANKERS LTD (BM) COM US$369,450$369,450 ▲New Holding9,2850.1%CL ABBIOBridgeBio Pharma$353,976$353,976 ▲New Holding12,9000.1%MedicalCRWDCrowdStrike$342,1600.0%1,0000.1%Computer and TechnologyGLDSPDR Gold Shares$314,769$60,533 ▲23.8%1,3000.1%FinanceSNOWSnowflake$308,8200.0%2,0000.1%Computer and TechnologyMRKMerck & Co., Inc.$278,5440.0%2,8000.1%MedicalMUBiShares National Muni Bond ETF$267,4400.0%2,5100.1%ETFXLPConsumer Staples Select Sector SPDR Fund$259,4130.0%3,3000.1%ETFRTXRTX$231,4400.0%2,0000.1%AerospaceSBSafe Bulkers$107,1000.0%30,0000.0%TransportationFSLRFirst Solar$0$6,650,569 ▼-100.0%00.0%Oils/EnergyTNKTeekay Tankers$0$2,341,359 ▼-100.0%00.0%TransportationMTDRMatador Resources$0$1,932,075 ▼-100.0%00.0%Oils/EnergyTNPTsakos Energy Navigation$0$1,772,311 ▼-100.0%00.0%TransportationNVONovo Nordisk A/S$0$830,870 ▼-100.0%00.0%MedicalDVDoubleVerify$0$462,258 ▼-100.0%00.0%Computer and TechnologyCOINCoinbase Global$0$204,896 ▼-100.0%00.0%Business ServicesTELLTellurian$0$67,760 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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