Harvey Capital Management Inc Top Holdings and 13F Report (2026) About Harvey Capital Management IncInvestment ActivityHarvey Capital Management Inc has $485.01 million in total holdings as of June 30, 2026.Harvey Capital Management Inc owns shares of 91 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.68% of the portfolio was purchased this quarter.About 10.18% of the portfolio was sold this quarter.This quarter, Harvey Capital Management Inc has purchased 88 new stocks and bought additional shares in 12 stocks.Harvey Capital Management Inc sold shares of 50 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $80,417,372Alphabet $45,210,693Amazon.com $37,191,289Apple $28,260,344Microsoft $17,119,380 Largest New Holdings this Quarter 032095101 - Amphenol $5,800,928 Holding64110L106 - Netflix $4,916,961 Holding98138H101 - Workday $2,953,015 Holding21037T109 - Constellation Energy $2,850,791 Holding009066101 - Airbnb $2,799,036 Holding Largest Purchases this Quarter BridgeBio Pharma 81,550 shares (about $6.07M)Amphenol 32,900 shares (about $5.80M)Netflix 68,865 shares (about $4.92M)Halozyme Therapeutics 55,513 shares (about $4.35M)Workday 24,122 shares (about $2.95M) Largest Sales this Quarter Micron Technology 4,605 shares (about $5.32M)ONEOK 39,448 shares (about $3.43M)Regeneron Pharmaceuticals 5,001 shares (about $3.12M)Marvell Technology 10,000 shares (about $2.98M)Alphabet 7,946 shares (about $2.84M) 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$80,417,372$32,815 â–¼0.0%401,90616.6%TechnologyGOOGAlphabet$45,210,693$463,569 â–¼-1.0%127,9569.3%Communication ServicesAMZNAmazon.com$37,191,289$157,781 â–¼-0.4%156,0437.7%Consumer DiscretionaryAAPLApple$28,260,344$105,038 â–¼-0.4%97,6655.8%TechnologyMSFTMicrosoft$17,119,380$146,597 â–¼-0.8%45,8943.5%TechnologyGOOGLAlphabet$15,899,749$2,839,662 â–¼-15.2%44,4913.3%Communication ServicesURIUnited Rentals$14,068,228$1,572,451 â–¼-10.1%12,4182.9%IndustrialsJPMJPMorgan Chase & Co.$12,237,887$62,193 â–¼-0.5%37,3872.5%FinanceHALOHalozyme Therapeutics$11,436,265$4,345,003 â–²61.3%146,1132.4%HealthcareBBIOBridgeBio Pharma$10,340,431$6,073,844 â–²142.4%138,8352.1%HealthcareBRK.BBerkshire Hathaway$9,209,678$133,104 â–¼-1.4%18,4051.9%FinanceICEIntercontinental Exchange$9,108,909$2,197,514 â–²31.8%73,9901.9%FinanceMLMMartin Marietta Materials$8,128,587$227,797 â–¼-2.7%14,0951.7%MaterialsNEMNewmont$8,108,988$165,785 â–¼-2.0%86,8201.7%MaterialsVVisa$7,949,395$139,638 â–¼-1.7%23,1701.6%FinanceTTWOTake-Two Interactive Software$7,644,388$2,580,293 â–²51.0%30,5801.6%Communication ServicesLLYEli Lilly and Company$7,540,816$103,151 â–¼-1.3%6,2871.6%HealthcareMSIMotorola Solutions$7,527,962$178,575 â–¼-2.3%18,1271.6%TechnologyARISTA NETWORKS INC$7,050,700$56,060 â–²0.8%41,5041.5%COM SHSJAZZJazz Pharmaceuticals$6,485,226$2,025,835 â–¼-23.8%26,9131.3%HealthcareGLNGGolar LNG$6,159,227$109,399 â–¼-1.7%123,5801.3%EnergyBACBank of America$6,044,154$79,772 â–¼-1.3%106,0751.2%FinanceRYNRayonier$5,992,448$544,768 â–²10.0%281,6001.2%Real EstateMUMicron Technology$5,855,713$5,315,505 â–¼-47.6%5,0731.2%TechnologyCYTKCytokinetics$5,816,347$1,616,906 â–²38.5%68,2751.2%HealthcareAPHAmphenol$5,800,928$5,800,928 â–²New Holding32,9001.2%TechnologyVMCVulcan Materials$5,473,616$88,503 â–¼-1.6%18,5541.1%MaterialsIVViShares Core S&P 500 ETF$5,308,132$37,444 â–¼-0.7%7,0881.1%ETFMETAMeta Platforms$5,182,268$56,329 â–¼-1.1%9,2001.1%Communication ServicesMAMastercard$4,979,352$896,232 â–²21.9%9,6951.0%FinanceNFLXNetflix$4,916,961$4,916,961 â–²New Holding68,8651.0%Communication ServicesEXPAND ENERGY CORP$4,197,749$448,655 â–¼-9.7%46,0330.9%COMCRMSalesforce$4,176,086$2,123,057 â–¼-33.7%26,6570.9%TechnologyARGXargenex$4,032,088$143,804 â–¼-3.4%4,3460.8%HealthcareAEMAgnico Eagle Mines$3,875,613$84,546 â–¼-2.1%24,9830.8%MaterialsZMZoom Communications$3,629,767$1,437,925 â–¼-28.4%42,0550.7%TechnologyREGNRegeneron Pharmaceuticals$3,102,112$3,118,324 â–¼-50.1%4,9750.6%HealthcareMELIMercadoLibre$3,092,645$47,527 â–¼-1.5%1,8220.6%Consumer DiscretionaryEXPEExpedia Group$3,064,163$29,426 â–¼-1.0%11,9750.6%Consumer DiscretionaryJJacobs Solutions$2,970,072$18,900 â–¼-0.6%23,5720.6%IndustrialsWDAYWorkday$2,953,015$2,953,015 â–²New Holding24,1220.6%TechnologyNVGSNavigator$2,901,827$149,040 â–¼-4.9%155,7610.6%EnergyCEGConstellation Energy$2,850,791$2,850,791 â–²New Holding11,4780.6%UtilitiesABNBAirbnb$2,799,036$2,799,036 â–²New Holding19,5600.6%Consumer DiscretionaryWALMART STORES INC$2,479,035$629,952 â–¼-20.3%21,8880.5%COMADSKAutodesk$1,813,939$65,131 â–¼-3.5%9,3300.4%TechnologyDHTDHT$1,709,202$1,552,994 â–¼-47.6%103,4000.4%EnergyVSTVistra$1,529,193$1,529,193 â–²New Holding9,6400.3%UtilitiesJNJJohnson & Johnson$1,269,596$254 â–¼0.0%4,9990.3%HealthcareINSWInternational Seaways$1,231,567$38,295 â–¼-3.0%16,0800.3%EnergyXLKTechnology Select Sector SPDR Fund$1,167,8880.0%6,1300.2%ETFMRVLMarvell Technology$1,102,193$2,978,900 â–¼-73.0%3,7000.2%TechnologySNPSSynopsys$1,036,221$44,607 â–¼-4.1%2,3230.2%TechnologyIVWiShares S&P 500 Growth ETF$959,2720.0%6,9750.2%ETFOPRAOpera$870,041$235,977 â–¼-21.3%43,8750.2%Communication ServicesOKEONEOK$812,889$3,429,609 â–¼-80.8%9,3500.2%EnergyCRWDCrowdStrike$762,377$763 â–¼-0.1%9990.2%TechnologyTEEKAY TANKERS LTD (BM) COM US$628,266$19,461 â–¼-3.0%9,6850.1%CL AHONEYWELL INTL INC$593,111$593,111 â–²New Holding2,6490.1%COMCOSTCostco Wholesale$590,2820.0%6310.1%Consumer StaplesCIENCiena$588,6720.0%1,2000.1%TechnologyHONEYWELL AEROSPACE INC$585,641$585,641 â–²New Holding2,6490.1%COMAVGOBroadcom$577,958$577,958 â–²New Holding1,5300.1%TechnologyLINDE PLC COM EUR0.001$518,421$519 â–¼-0.1%9990.1%SHSSNOWSnowflake$509,0000.0%2,0000.1%TechnologyGLDSPDR Gold Shares$478,8940.0%1,3000.1%ETFCASYCasey's General Stores$475,284$1,590 â–¼-0.3%5980.1%Consumer StaplesGLWCorning$459,774$76,629 â–²20.0%1,8000.1%TechnologyMYRGMYR Group$436,349$1,501 â–¼-0.3%8720.1%IndustrialsXLCCommunication Services Select Sector SPDR Fund$418,3430.0%3,9050.1%ETFGULFPORT ENERGY CORP$390,310$33,940 â–¼-8.0%2,3000.1%COMMON SHARESRTXRTX$379,081$379 â–¼-0.1%1,9980.1%IndustrialsQQQInvesco QQQ$368,2000.0%5000.1%ETFMRKMerck & Co., Inc.$320,864$385 â–¼-0.1%2,4970.1%HealthcareCMB.TECH NV$293,790$83,940 â–²40.0%21,0000.1%SHSAMATApplied Materials$289,200$289,200 â–²New Holding4000.1%TechnologyPRUPrudential Financial$280,402$216 â–¼-0.1%2,5980.1%FinanceXLPConsumer Staples Select Sector SPDR Fund$274,1310.0%3,3000.1%ETFCVXChevron$269,3600.0%1,6250.1%EnergyTSMTaiwan Semiconductor Manufacturing$238,785$238,785 â–²New Holding5000.0%TechnologyCSXCSX$237,6500.0%5,0000.0%IndustrialsWMBWilliams Companies$223,0200.0%3,0000.0%EnergyXLEEnergy Select Sector SPDR Fund$220,4060.0%4,1500.0%ETFTSAKOS ENERGY NAVIGATION COM U$212,2200.0%6,0000.0%SHSNMMNavios Maritime Partners$210,2100.0%3,0000.0%IndustrialsPALANTIR TECHNOLOGIES INC$208,023$118,654 â–¼-36.3%1,7830.0%CL AGVAGranite Construction$205,504$205,504 â–²New Holding1,3000.0%IndustrialsIEXIDEX$204,255$204,255 â–²New Holding9000.0%IndustrialsINMDInMode$192,984$29,240 â–²17.9%13,2000.0%HealthcareSBSafe Bulkers$157,750$31,550 â–²25.0%25,0000.0%IndustrialsISHARES ETHEREUM TR$118,9000.0%10,0000.0%SHSHDHome Depot$0$4,401,206 â–¼-100.0%00.0%Consumer DiscretionaryINTUIntuit$0$4,104,583 â–¼-100.0%00.0%TechnologyORCLOracle$0$3,877,084 â–¼-100.0%00.0%TechnologyPINSPinterest$0$3,166,584 â–¼-100.0%00.0%Communication ServicesHONHoneywell International$0$1,197,959 â–¼-100.0%00.0%IndustrialsNOWServiceNow$0$616,845 â–¼-100.0%00.0%TechnologyABIVAX SA-$0$478,805 â–¼-100.0%00.0%SPON ADRSLViShares Silver Trust$0$250,074 â–¼-100.0%00.0%ETFZTSZoetis$0$236,420 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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