Harvey Capital Management Inc Top Holdings and 13F Report (2025) About Harvey Capital Management IncInvestment ActivityHarvey Capital Management Inc has $426.91 million in total holdings as of June 30, 2025.Harvey Capital Management Inc owns shares of 79 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.98% of the portfolio was purchased this quarter.About 7.68% of the portfolio was sold this quarter.This quarter, Harvey Capital Management Inc has purchased 78 new stocks and bought additional shares in 14 stocks.Harvey Capital Management Inc sold shares of 37 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $74,817,452Amazon.com $34,599,433Microsoft $25,522,141Alphabet $23,878,250Apple $22,079,628 Largest New Holdings this Quarter 015271109 - Alexandria Real Estate Equities $1,771,000 Holding040413205 - ARISTA NETWORKS INC $1,216,098 Holding68373M107 - Opera $748,144 Holding92840M102 - Vistra $666,360 Holding742718109 - Procter & Gamble $377,738 Holding Largest Purchases this Quarter Motorola Solutions 8,552 shares (about $3.64M)Intercontinental Exchange 17,710 shares (about $3.22M)Fiserv 10,650 shares (about $1.84M)Alexandria Real Estate Equities 23,775 shares (about $1.77M)Jazz Pharmaceuticals 13,980 shares (about $1.53M) Largest Sales this Quarter Halozyme Therapeutics 84,355 shares (about $4.46M)Take-Two Interactive Software 12,450 shares (about $2.99M)Expedia Group 10,915 shares (about $1.90M)Oracle 7,571 shares (about $1.66M)Autodesk 4,556 shares (about $1.42M) 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$74,817,452$1,509,852 ▲2.1%488,04617.5%Computer and TechnologyAMZNAmazon.com$34,599,433$34,392 ▲0.1%156,9428.1%Retail/WholesaleMSFTMicrosoft$25,522,141$241,104 ▼-0.9%51,8696.0%Computer and TechnologyGOOGAlphabet$23,878,250$223,791 ▼-0.9%134,9745.6%Computer and TechnologyAAPLApple$22,079,628$682,689 ▲3.2%106,2445.2%Computer and TechnologyURIUnited Rentals$12,443,526$46,448 ▼-0.4%16,0742.9%ConstructionORCLOracle$12,020,028$1,657,746 ▼-12.1%54,8962.8%Computer and TechnologyNEMNewmont$10,336,431$130,897 ▼-1.3%175,7002.4%Basic MaterialsJPMJPMorgan Chase & Co.$9,836,768$55,178 ▼-0.6%33,8722.3%FinanceBRK.BBerkshire Hathaway$9,523,404$88,130 ▲0.9%19,4512.2%FinanceGOOGLAlphabet$9,220,522$36,399 ▲0.4%52,4372.2%Computer and TechnologyVVisa$8,539,100$117,305 ▼-1.4%24,0222.0%Business ServicesMLMMartin Marietta Materials$8,431,006$105,959 ▼-1.2%15,1182.0%ConstructionICEIntercontinental Exchange$7,816,343$3,220,741 ▲70.1%42,9801.8%FinanceEAElectronic Arts$7,750,358$584,546 ▼-7.0%48,7261.8%Consumer DiscretionaryCRMSalesforce$7,536,258$798,600 ▲11.9%27,7161.8%Computer and TechnologyMETAMeta Platforms$6,336,328$338,033 ▼-5.1%8,8101.5%Computer and TechnologyNICENice$6,308,539$174,408 ▼-2.7%37,6181.5%Computer and TechnologyREGNRegeneron Pharmaceuticals$6,280,913$722,128 ▼-10.3%11,7421.5%MedicalGLNGGolar LNG$6,155,251$86,258 ▼-1.4%153,4211.4%EnergyPINSPinterest$5,690,960$174,832 ▼-3.0%159,5001.3%Computer and TechnologyVMCVulcan Materials$5,099,132$52,934 ▼-1.0%19,2661.2%ConstructionBACBank of America$4,721,108$43,335 ▼-0.9%98,0501.1%FinanceGTLSChart Industries$4,681,579$87,804 ▼-1.8%28,7921.1%IndustrialsMELIMercadoLibre$4,627,5900.0%1,8501.1%Retail/WholesaleWMTWalmart$4,612,3680.0%46,9501.1%Retail/WholesaleHDHome Depot$4,601,063$826,549 ▲21.9%12,3301.1%Retail/WholesaleMAMastercard$4,570,518$62,107 ▼-1.3%8,0951.1%Business ServicesTTWOTake-Two Interactive Software$4,540,291$2,989,245 ▼-39.7%18,9101.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$4,463,2380.0%7,1911.0%ETFJAZZJazz Pharmaceuticals$4,310,294$1,529,971 ▲55.0%39,3851.0%MedicalMSIMotorola Solutions$4,202,017$3,640,159 ▲647.9%9,8721.0%Computer and TechnologyAEMAgnico Eagle Mines$4,191,591$1,391,928 ▼-24.9%35,5341.0%Basic MaterialsNVGSNavigator$3,974,124$145,656 ▲3.8%278,3000.9%TransportationADSKAutodesk$3,960,391$1,419,969 ▼-26.4%12,7070.9%Computer and TechnologyZMZoom Communications$3,888,196$93,860 ▼-2.4%50,1250.9%Computer and TechnologyHALOHalozyme Therapeutics$3,430,274$4,464,066 ▼-56.5%64,8200.8%MedicalMUMicron Technology$3,386,492$108,801 ▼-3.1%28,0130.8%Computer and TechnologyFIFiserv$3,198,034$1,839,042 ▲135.3%18,5200.7%Business ServicesNUENucor$2,735,844$147,521 ▼-5.1%20,4000.6%Basic MaterialsHRIHerc$2,578,926$178,062 ▼-6.5%18,6110.6%TransportationEXPEExpedia Group$2,472,238$1,899,646 ▼-43.5%14,2050.6%Retail/WholesaleSNPSSynopsys$2,353,750$94,964 ▼-3.9%4,5110.6%Computer and TechnologyBBIOBridgeBio Pharma$2,202,528$1,475,268 ▲202.9%51,4850.5%MedicalCHTRCharter Communications$1,828,4580.0%4,3720.4%Consumer DiscretionaryAREAlexandria Real Estate Equities$1,771,000$1,771,000 ▲New Holding23,7750.4%FinanceBRK.ABerkshire Hathaway$1,466,3000.0%20.3%FinanceHONHoneywell International$1,265,4810.0%5,3000.3%Multi-Sector ConglomeratesARISTA NETWORKS INC$1,216,098$1,216,098 ▲New Holding12,2950.3%COM SHSFIVNFive9$1,180,819$336,750 ▼-22.2%44,3750.3%Computer and TechnologyAQSTAquestive Therapeutics$1,134,767$563,771 ▼-33.2%333,7550.3%MedicalINSWInternational Seaways$1,073,129$159,044 ▼-12.9%28,9800.3%TransportationADBEAdobe$925,356$21,566 ▼-2.3%2,3600.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$780,5170.0%3,1100.2%ETFJNJJohnson & Johnson$779,6000.0%5,0000.2%MedicalIVWiShares S&P 500 Growth ETF$760,0660.0%6,9750.2%ETFOPRAOpera$748,144$748,144 ▲New Holding36,8000.2%Computer and TechnologyCYTKCytokinetics$737,725$21,866 ▼-2.9%21,9300.2%MedicalVSTVistra$666,360$666,360 ▲New Holding3,6000.2%UtilitiesCOSTCostco Wholesale$624,113$9,860 ▼-1.6%6330.1%Retail/WholesaleTEEKAY TANKERS LTD (BM) COM US$501,932$58,632 ▲13.2%11,9850.1%CL ACRWDCrowdStrike$492,0700.0%1,0000.1%Computer and TechnologyLINDE PLC COM EUR0.001$476,7500.0%1,0000.1%SHSSNOWSnowflake$431,9400.0%2,0000.1%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$420,8030.0%3,9050.1%ETFGLDSPDR Gold Shares$399,8150.0%1,3000.1%FinancePGProcter & Gamble$377,738$377,738 ▲New Holding2,3430.1%Consumer StaplesCASYCasey's General Stores$306,384$306,384 ▲New Holding6000.1%Retail/WholesaleNEW GOLD INC COM NPV ISIN #CA6$305,040$305,040 ▲New Holding62,0000.1%COMRTXRTX$288,3800.0%2,0000.1%AerospacePRUPrudential Financial$283,400$797,444 ▼-73.8%2,6000.1%FinanceQQQInvesco QQQ$273,4950.0%5000.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$270,5340.0%3,3000.1%ETFMUBiShares National Muni Bond ETF$261,7680.0%2,5100.1%ETFCVXChevron$236,5510.0%1,6250.1%EnergyINMDInMode$206,878$42,265 ▼-17.0%13,9500.0%MedicalMRKMerck & Co., Inc.$204,525$24,543 ▼-10.7%2,5000.0%MedicalISHARES ETHEREUM TR$181,9000.0%10,0000.0%SHSSBSafe Bulkers$109,2000.0%30,0000.0%TransportationARGXargenex$0$6,554,905 ▼-100.0%00.0%MedicalDELLDell Technologies$0$2,846,159 ▼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$1,468,620 ▼-100.0%00.0%Consumer DiscretionarySQMSociedad Quimica y Minera$0$989,237 ▼-100.0%00.0%Basic MaterialsLLYEli Lilly and Company$0$805,262 ▼-100.0%00.0%MedicalSUSuncor Energy$0$438,504 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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