Harvey Capital Management Inc Top Holdings and 13F Report (2024) About Harvey Capital Management IncInvestment ActivityHarvey Capital Management Inc has $400.00 million in total holdings as of September 30, 2024.Harvey Capital Management Inc owns shares of 76 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 6.82% of the portfolio was purchased this quarter.About 5.39% of the portfolio was sold this quarter.This quarter, Harvey Capital Management Inc has purchased 77 new stocks and bought additional shares in 8 stocks.Harvey Capital Management Inc sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $52,415,933Amazon.com $28,436,939Microsoft $25,355,428Apple $24,043,503Alphabet $22,698,550 Largest New Holdings this Quarter Chart Industries $5,107,368 HoldingDell Technologies $2,847,924 HoldingNICE $2,604,355 HoldingOpera $2,419,779 HoldingFive9 $1,717,364 Holding Largest Purchases this Quarter Salesforce 20,661 shares (about $5.66M)Chart Industries 41,142 shares (about $5.11M)Electronic Arts 21,618 shares (about $3.10M)Dell Technologies 24,025 shares (about $2.85M)NICE 14,996 shares (about $2.60M) Largest Sales this Quarter Safe Bulkers 429,429 shares (about $2.22M)Bank of America 54,825 shares (about $2.18M)Suncor Energy 48,013 shares (about $1.77M)JPMorgan Chase & Co. 5,400 shares (about $1.14M)Apple 3,490 shares (about $813.17K) 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$52,415,933$694,637 ▲1.3%431,62013.1%Computer and TechnologyAMZNAmazon.com$28,436,939$108,071 ▲0.4%152,6167.1%Retail/WholesaleMSFTMicrosoft$25,355,428$240,968 ▼-0.9%58,9256.3%Computer and TechnologyAAPLApple$24,043,503$813,170 ▼-3.3%103,1916.0%Computer and TechnologyGOOGAlphabet$22,698,550$158,830 ▼-0.7%135,7655.7%Computer and TechnologyURIUnited Rentals$13,775,936$94,738 ▼-0.7%17,0133.4%ConstructionREGNRegeneron Pharmaceuticals$13,478,999$36,793 ▼-0.3%12,8223.4%MedicalORCLOracle$11,234,131$178,920 ▼-1.6%65,9282.8%Computer and TechnologyHALOHalozyme Therapeutics$10,638,626$10,303 ▼-0.1%185,8602.7%MedicalBRK.BBerkshire Hathaway$9,272,858$6,904 ▼-0.1%20,1472.3%FinanceGOOGLAlphabet$8,662,3460.0%52,2302.2%Computer and TechnologyCRMSalesforce$7,974,815$5,655,123 ▲243.8%29,1362.0%Computer and TechnologyGLNGGolar LNG$7,805,067$25,732 ▼-0.3%212,3252.0%TransportationARGXargenx$7,640,076$13,552 ▼-0.2%14,0941.9%MedicalEAElectronic Arts$7,605,332$3,100,886 ▲68.8%53,0211.9%Consumer DiscretionaryMLMMartin Marietta Materials$7,474,140$16,148 ▼-0.2%13,8861.9%ConstructionJPMJPMorgan Chase & Co.$7,435,978$1,138,644 ▼-13.3%35,2651.9%FinanceVVisa$7,341,990$105,856 ▼-1.4%26,7031.8%Business ServicesEXPEExpedia Group$6,925,856$199,827 ▼-2.8%46,7901.7%Retail/WholesaleTTWOTake-Two Interactive Software$6,916,950$210,583 ▼-3.0%45,0001.7%Consumer DiscretionaryFSLRFirst Solar$6,650,569$117,237 ▼-1.7%26,6621.7%Oils/EnergyADSKAutodesk$6,001,056$255,370 ▼-4.1%21,7841.5%Computer and TechnologyMETAMeta Platforms$5,758,746$1,121,982 ▲24.2%10,0601.4%Computer and TechnologyAEMAgnico Eagle Mines$5,316,3160.0%65,9921.3%Basic MaterialsGTLSChart Industries$5,107,368$5,107,368 ▲New Holding41,1421.3%Industrial ProductsZMZoom Video Communications$4,976,298$55,792 ▼-1.1%71,3551.2%Computer and TechnologyVMCVulcan Materials$4,848,5750.0%19,3611.2%ConstructionICEIntercontinental Exchange$4,131,6610.0%25,7201.0%FinanceHDHome Depot$4,122,505$6,078 ▼-0.1%10,1741.0%Retail/WholesaleMAMastercard$4,051,6290.0%8,2051.0%Business ServicesBACBank of America$4,043,392$2,175,456 ▼-35.0%101,9001.0%FinanceWMTWalmart$4,033,4620.0%49,9501.0%Retail/WholesaleIVViShares Core S&P 500 ETF$3,820,856$5,768 ▼-0.2%6,6241.0%ETFMELIMercadoLibre$3,796,1260.0%1,8500.9%Retail/WholesaleHRIHerc$3,771,317$723,493 ▲23.7%23,6550.9%TransportationDELLDell Technologies$2,847,924$2,847,924 ▲New Holding24,0250.7%Computer and TechnologyNICENICE$2,604,355$2,604,355 ▲New Holding14,9960.7%Computer and TechnologyOPRAOpera$2,419,779$2,419,779 ▲New Holding156,6200.6%Computer and TechnologySTNGScorpio Tankers$2,357,249$28,876 ▼-1.2%33,0610.6%TransportationTNKTeekay Tankers$2,341,359$28,484 ▼-1.2%40,1950.6%TransportationFIFiserv$2,096,516$17,965 ▼-0.8%11,6700.5%Business ServicesCMCSAComcast$1,936,750$208,850 ▼-9.7%46,3670.5%Consumer DiscretionaryMTDRMatador Resources$1,932,075$49,420 ▼-2.5%39,0950.5%Oils/EnergySUMSummit Materials$1,914,343$333,706 ▲21.1%49,0480.5%ConstructionTNPTsakos Energy Navigation$1,772,311$147,588 ▼-7.7%70,6100.4%TransportationFIVNFive9$1,717,364$1,717,364 ▲New Holding59,7760.4%Computer and TechnologyCHTRCharter Communications$1,632,0670.0%5,0360.4%Consumer DiscretionaryBRK.ABerkshire Hathaway$1,382,3600.0%20.3%FinancePRUPrudential Financial$1,356,078$6,055 ▼-0.4%11,1980.3%FinanceHONHoneywell International$1,095,5630.0%5,3000.3%Multi-Sector ConglomeratesSQMSociedad Química y Minera de Chile$1,037,7900.0%24,8990.3%Basic MaterialsADBEAdobe$976,0150.0%1,8850.2%Computer and TechnologyLLYEli Lilly and Company$908,0880.0%1,0250.2%MedicalINMDInMode$860,890$312,727 ▲57.1%50,7900.2%MedicalNVONovo Nordisk A/S$830,870$8,573 ▼-1.0%6,9780.2%MedicalJNJJohnson & Johnson$810,3000.0%5,0000.2%MedicalCOSTCostco Wholesale$771,2720.0%8700.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$734,8490.0%3,2550.2%ETFSUSuncor Energy$707,018$1,772,640 ▼-71.5%19,1500.2%Oils/EnergyIVWiShares S&P 500 Growth ETF$670,2500.0%7,0000.2%ETFFANGDiamondback Energy$654,775$288,770 ▼-30.6%3,7980.2%Oils/EnergyLINDE PLC COM EUR0.001$476,8600.0%1,0000.1%COMDVDoubleVerify$462,258$462,258 ▲New Holding27,4500.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$371,9960.0%4,1150.1%ETFQQQInvesco QQQ$366,0520.0%7500.1%FinanceMRKMerck & Co., Inc.$317,9680.0%2,8000.1%MedicalCRWDCrowdStrike$280,4700.0%1,0000.1%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$273,9000.0%3,3000.1%ETFMUBiShares National Muni Bond ETF$272,661$9,777 ▼-3.5%2,5100.1%ETFGLDSPDR Gold Shares$255,2130.0%1,0500.1%FinanceRTXRTX$242,3200.0%2,0000.1%AerospaceSNOWSnowflake$229,7200.0%2,0000.1%Computer and TechnologyCOINCoinbase Global$204,8960.0%1,1500.1%Business ServicesSBSafe Bulkers$155,400$2,224,442 ▼-93.5%30,0000.0%TransportationAQSTAquestive Therapeutics$87,648$87,648 ▲New Holding17,6000.0%MedicalTELLTellurian$67,7600.0%70,0000.0%EnergyCOPConocoPhillips$0$3,485,273 ▼-100.0%00.0%Oils/EnergyCFCF Industries$0$2,453,743 ▼-100.0%00.0%Basic MaterialsXOMExxon Mobil$0$1,497,366 ▼-100.0%00.0%Oils/EnergySBLKStar Bulk Carriers$0$1,123,187 ▼-100.0%00.0%TransportationPFEPfizer$0$805,824 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$560,520 ▼-100.0%00.0%AerospaceTKTeekay$0$529,230 ▼-100.0%00.0%Oils/EnergyVKTXViking Therapeutics$0$447,934 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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