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13F-HR filed by HARVEY CAPITAL MANAGEMENT INC

HARVEY CAPITAL MANAGEMENT INC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 78 holding rows worth $382,194,034.

Accession
0001119032-25-000004
Filed
2025-04-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 78 entries on the cover page, a total value of $382,194,034 stated on the cover page (in dollars after the unit check, H1), rows summing to $382,194,034 with VALUE read as dollars as filed, 13F file number 028-06067. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM478,197$51,826,991dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Amazon.com, Inc023135106COM156,786$29,830,104dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Apple Inc037833100COM102,959$22,870,283dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Alphabet Inc. Reg. Shares C02079K107COM136,239$21,284,619dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Microsoft Corp594918104COM52,359$19,655,045dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Berkshire Hathaway Inc084670702COM19,271$10,263,349dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
UNITED RENTALS INC COM911363109Stock16,134$10,111,178dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
HALOZYME THERAPEUTICS INC COM40637H109Stock149,175$9,518,857dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Oracle Corporation68389X105COM62,467$8,733,511dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
NEWMONT CORP651639106COM177,925$8,590,219dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Visa Inc92826C839COM24,352$8,534,402dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
JPMorgan Chase & Co46625H100COM34,062$8,355,409dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
REGENERON PHARMACEUTICALS COM75886F107Stock13,092$8,303,339dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Alphabet Inc. Reg. Shares A02079K305COM52,230$8,076,847dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ELECTRONIC ARTS INC COM285512109Stock52,401$7,572,993dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
MARTIN MARIETTA MATLS INC COM573284106Stock15,308$7,319,214dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Salesforce.com, Inc79466L302COM24,779$6,649,692dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ARGENX SE SPONSORED ADR04016X101ADR11,075$6,554,905dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock31,360$6,499,360dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
NICE LTD SPONSORED ADR653656108ADR38,658$5,959,904dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
GOLAR LNG LTDG9456A100SHS155,571$5,910,142dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
META PLATFORMS INC CL A30303M102COM9,280$5,348,621dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
AGNICO EAGLE MINES LTD COM008474108Stock47,334$5,131,479dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
PINTEREST INC CL A72352L106Stock164,400$5,096,400dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
VULCAN MATLS CO COM929160109Stock19,466$4,541,418dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
AUTODESK INC COM052769106Stock17,263$4,519,453dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
MasterCard, Inc57636Q104COM8,205$4,497,325dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Intercontinental Exchange,Inc.45866F104COM25,270$4,359,075dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CHART INDS INC16115Q308COM29,332$4,234,368dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
EXPEDIA GROUP INC COM NEW30212P303Stock25,120$4,222,672dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Bank of America Corp060505104COM98,950$4,129,184dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Walmart Inc.931142103COM46,950$4,121,740dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ISHARES TR CORE S&P 500 ETF464287200SHS7,191$4,040,623dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ZOOM COMMUNICATIONS INC CL A98980L101Stock51,335$3,786,983dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Home Depot, Inc437076102COM10,115$3,707,046dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
MERCADOLIBREINC58733R102STOK1,850$3,609,110dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
NAVIGATOR HLDGS LTD SHSY62132108Stock268,100$3,568,411dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock25,405$3,154,031dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
DELL TECHNOLOGIES INC CL C24703L202Stock31,225$2,846,159dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
HERC HLDGS INC COM42704L104Stock19,896$2,671,436dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
NUCOR CORP COM670346105Stock21,500$2,587,310dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Micron Technology,Inc.595112103COM28,913$2,512,251dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SYNOPSYS INC COM871607107Stock4,693$2,012,593dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
FISERV INC337738108COM7,870$1,737,932dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CHARTER COMMUNICATIONS INC N16119P108COM4,372$1,611,213dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,596,883dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
FIVE9 INC338307101COM57,030$1,548,364dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Comcast Corp20030N101COM39,800$1,468,620dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
AQUESTIVE THERAPEUTICS INC COM03843E104Stock499,570$1,448,753dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Honeywell Technologies438516106COM5,300$1,122,275dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
PRUDENTIAL FINL INC COM744320102Stock9,916$1,107,419dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
INTERNATIONAL SEAWAYS INC COMY41053102Stock33,275$1,104,730dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B24,899$989,237dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Adobe Inc00724F101COM2,415$926,225dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CYTOKINETICS INC23282W605COM NEW22,580$907,490dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Johnson & Johnson478160104COM5,000$829,200dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Eli Lilly and Company532457108COM975$805,262dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
iShares S&P 500 Growth ETF464287309SHS6,975$647,489dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Technology Select Sector SPDR Fund81369Y803SHS3,110$642,153dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Costco Wholesale Corporation22160K105COM643$608,137dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
BRIDGEBIO PHARMA INC10806X102COM17,000$587,690dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,320$577,909dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Linde plcG54950103COM1,000$465,640dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SUNCOR ENERGY INC NEW COM867224107Stock11,325$438,504dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
TEEKAY TANKERS LTD CLASS AG8726X106COMMON STOCK10,585$405,088dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Communication Services Select Sector SPDR Fund81369Y852SHS3,905$376,637dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SPDR GOLD TR78463V107GOLD SHS1,300$374,582dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
CROWDSTRIKE HLDGS INC22788C105COM1,000$352,580dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
INMODE LTD SHSM5425M103Stock16,800$298,032dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SNOWFLAKE INC COM SHS833445109Stock2,000$292,320dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Chevron Corporation166764100COM1,625$271,846dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SELECT SECTOR SPDR TR81369Y308STATE STREET CON3,300$269,511dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Raytheon Technologies Corporation75513E101COM2,000$264,920dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
ISHARES TR464288414NATIONAL MUN ETF2,510$264,654dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
Merck & Co.,Inc.58933Y105COM2,800$251,328dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
INVESCO QQQ TR46090E103COM500$234,460dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
iShares Ethereum Trust46438R105COM10,000$138,200dollars as filedThe filing omitted confidential holdings, a later amendment may add them.
SAFE BULKERS INCY7388L103COMMON STOCK30,000$110,700dollars as filedThe filing omitted confidential holdings, a later amendment may add them.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001119032-25-000004this filing2025-04-30acceptance time not in the bulk data set