Harvey Capital Management Inc Top Holdings and 13F Report (2025) About Harvey Capital Management IncInvestment ActivityHarvey Capital Management Inc has $382.19 million in total holdings as of March 31, 2025.Harvey Capital Management Inc owns shares of 78 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.71% of the portfolio was purchased this quarter.About 8.15% of the portfolio was sold this quarter.This quarter, Harvey Capital Management Inc has purchased 80 new stocks and bought additional shares in 16 stocks.Harvey Capital Management Inc sold shares of 40 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $51,826,991Amazon.com $29,830,104Apple $22,870,283Alphabet $21,284,619Microsoft $19,655,045 Largest New Holdings this Quarter 670346105 - Nucor $2,587,310 HoldingY41053102 - International Seaways $1,104,730 Holding620076307 - Motorola Solutions $577,909 Holding166764100 - Chevron $271,846 Holding46438R105 - ISHARES ETHEREUM TR $138,200 Holding Largest Purchases this Quarter Newmont 166,625 shares (about $8.04M)NVIDIA 46,402 shares (about $5.03M)Nucor 21,500 shares (about $2.59M)Navigator 105,000 shares (about $1.40M)International Seaways 33,275 shares (about $1.10M) Largest Sales this Quarter Take-Two Interactive Software 13,545 shares (about $2.81M)Halozyme Therapeutics 36,260 shares (about $2.31M)Microsoft 5,721 shares (about $2.15M)Golar LNG 56,379 shares (about $2.14M)Expedia Group 12,140 shares (about $2.04M) 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$51,826,991$5,029,049 ▲10.7%478,19713.6%Computer and TechnologyAMZNAmazon.com$29,830,104$11,416 ▼0.0%156,7867.8%Retail/WholesaleAAPLApple$22,870,283$51,534 ▼-0.2%102,9596.0%Computer and TechnologyGOOGAlphabet$21,284,619$46,713 ▲0.2%136,2395.6%Computer and TechnologyMSFTMicrosoft$19,655,045$2,147,606 ▼-9.9%52,3595.1%Computer and TechnologyBRK.BBerkshire Hathaway$10,263,349$466,540 ▼-4.3%19,2712.7%FinanceURIUnited Rentals$10,111,178$293,922 ▼-2.8%16,1342.6%ConstructionHALOHalozyme Therapeutics$9,518,857$2,313,751 ▼-19.6%149,1752.5%MedicalORCLOracle$8,733,511$314,572 ▼-3.5%62,4672.3%Computer and TechnologyNEMNewmont$8,590,219$8,044,655 ▲1,474.6%177,9252.2%Basic MaterialsVVisa$8,534,402$37,850 ▼-0.4%24,3522.2%Business ServicesJPMJPMorgan Chase & Co.$8,355,409$247,262 ▼-2.9%34,0622.2%FinanceREGNRegeneron Pharmaceuticals$8,303,339$17,758 ▲0.2%13,0922.2%MedicalGOOGLAlphabet$8,076,8470.0%52,2302.1%Computer and TechnologyEAElectronic Arts$7,572,993$80,931 ▼-1.1%52,4012.0%Consumer DiscretionaryMLMMartin Marietta Materials$7,319,214$679,901 ▲10.2%15,3081.9%ConstructionCRMSalesforce$6,649,692$141,426 ▼-2.1%24,7791.7%Computer and TechnologyARGXargenx$6,554,905$287,646 ▼-4.2%11,0751.7%MedicalTTWOTake-Two Interactive Software$6,499,360$2,807,201 ▼-30.2%31,3601.7%Consumer DiscretionaryNICENICE$5,959,904$644,122 ▼-9.8%38,6581.6%Computer and TechnologyGLNGGolar LNG$5,910,142$2,141,838 ▼-26.6%155,5711.5%TransportationMETAMeta Platforms$5,348,621$69,163 ▲1.3%9,2801.4%Computer and TechnologyAEMAgnico Eagle Mines$5,131,479$2,022,714 ▼-28.3%47,3341.3%Basic MaterialsPINSPinterest$5,096,400$8,060 ▼-0.2%164,4001.3%Computer and TechnologyVMCVulcan Materials$4,541,418$24,497 ▲0.5%19,4661.2%ConstructionADSKAutodesk$4,519,453$282,744 ▼-5.9%17,2631.2%Computer and TechnologyMAMastercard$4,497,3250.0%8,2051.2%Business ServicesICEIntercontinental Exchange$4,359,075$77,625 ▼-1.7%25,2701.1%FinanceGTLSChart Industries$4,234,368$1,343,270 ▼-24.1%29,3321.1%IndustrialsEXPEExpedia Group$4,222,672$2,040,734 ▼-32.6%25,1201.1%Retail/WholesaleBACBank of America$4,129,184$118,931 ▼-2.8%98,9501.1%FinanceWMTWalmart$4,121,7400.0%46,9501.1%Retail/WholesaleIVViShares Core S&P 500 ETF$4,040,623$318,597 ▲8.6%7,1911.1%ETFZMZoom Video Communications$3,786,983$1,314,581 ▼-25.8%51,3351.0%Computer and TechnologyHDHome Depot$3,707,046$13,927 ▼-0.4%10,1151.0%Retail/WholesaleMELIMercadoLibre$3,609,1100.0%1,8500.9%Retail/WholesaleNVGSNavigator$3,568,411$1,397,550 ▲64.4%268,1000.9%TransportationJAZZJazz Pharmaceuticals$3,154,031$5,587 ▼-0.2%25,4050.8%MedicalDELLDell Technologies$2,846,159$2,279 ▼-0.1%31,2250.7%Computer and TechnologyHRIHerc$2,671,436$82,173 ▼-3.0%19,8960.7%TransportationNUENucor$2,587,310$2,587,310 ▲New Holding21,5000.7%Basic MaterialsMUMicron Technology$2,512,251$395,610 ▲18.7%28,9130.7%Computer and TechnologySNPSSynopsys$2,012,593$26,589 ▼-1.3%4,6930.5%Computer and TechnologyFIFiserv$1,737,932$806,029 ▼-31.7%7,8700.5%Business ServicesCHTRCharter Communications$1,611,213$244,704 ▼-13.2%4,3720.4%Consumer DiscretionaryBRK.ABerkshire Hathaway$1,596,8830.0%20.4%FinanceFIVNFive9$1,548,364$234,033 ▲17.8%57,0300.4%Computer and TechnologyCMCSAComcast$1,468,620$242,322 ▼-14.2%39,8000.4%Consumer DiscretionaryAQSTAquestive Therapeutics$1,448,753$673,322 ▲86.8%499,5700.4%MedicalHONHoneywell International$1,122,2750.0%5,3000.3%Multi-Sector ConglomeratesPRUPrudential Financial$1,107,419$124,635 ▼-10.1%9,9160.3%FinanceINSWInternational Seaways$1,104,730$1,104,730 ▲New Holding33,2750.3%TransportationSQMSociedad Química y Minera de Chile$989,2370.0%24,8990.3%Basic MaterialsADBEAdobe$926,225$15,341 ▲1.7%2,4150.2%Computer and TechnologyCYTKCytokinetics$907,490$19,090 ▲2.1%22,5800.2%MedicalJNJJohnson & Johnson$829,2000.0%5,0000.2%MedicalLLYEli Lilly and Company$805,262$41,295 ▼-4.9%9750.2%MedicalIVWiShares S&P 500 Growth ETF$647,489$2,321 ▼-0.4%6,9750.2%ETFXLKTechnology Select Sector SPDR Fund$642,153$29,940 ▼-4.5%3,1100.2%ETFCOSTCostco Wholesale$608,137$214,692 ▼-26.1%6430.2%Retail/WholesaleBBIOBridgeBio Pharma$587,690$141,737 ▲31.8%17,0000.2%MedicalMSIMotorola Solutions$577,909$577,909 ▲New Holding1,3200.2%Computer and TechnologyLINDE PLC COM EUR0.001$465,6400.0%1,0000.1%SHSSUSuncor Energy$438,504$302,984 ▼-40.9%11,3250.1%EnergyTEEKAY TANKERS LTD (BM) COM US$405,088$49,751 ▲14.0%10,5850.1%CL AXLCCommunication Services Select Sector SPDR Fund$376,637$20,254 ▼-5.1%3,9050.1%ETFGLDSPDR Gold Shares$374,5820.0%1,3000.1%FinanceCRWDCrowdStrike$352,5800.0%1,0000.1%Computer and TechnologyINMDInMode$298,032$615,401 ▼-67.4%16,8000.1%MedicalSNOWSnowflake$292,3200.0%2,0000.1%Computer and TechnologyCVXChevron$271,846$271,846 ▲New Holding1,6250.1%EnergyXLPConsumer Staples Select Sector SPDR Fund$269,5110.0%3,3000.1%ETFRTXRTX$264,9200.0%2,0000.1%AerospaceMUBiShares National Muni Bond ETF$264,6540.0%2,5100.1%ETFMRKMerck & Co., Inc.$251,3280.0%2,8000.1%MedicalQQQInvesco QQQ$234,460$117,230 ▼-33.3%5000.1%FinanceISHARES ETHEREUM TR$138,200$138,200 ▲New Holding10,0000.0%SHSSBSafe Bulkers$110,7000.0%30,0000.0%TransportationOPRAOpera$0$2,598,947 ▼-100.0%00.0%Computer and TechnologyHPEHewlett Packard Enterprise$0$2,578,653 ▼-100.0%00.0%Computer and TechnologySUMSummit Materials$0$1,396,155 ▼-100.0%00.0%ConstructionCCitigroup$0$893,953 ▼-100.0%00.0%FinanceFANGDiamondback Energy$0$576,190 ▼-100.0%00.0%EnergyPFEPfizer$0$543,865 ▼-100.0%00.0%MedicalSTNGScorpio Tankers$0$487,707 ▼-100.0%00.0%TransportationShowing largest 100 holdings. 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