HARVEY CAPITAL MANAGEMENT INC

CIK

1119032

Location

PALM BEACH, FL

Portfolio Value

Small $394,485,217

Diversification

Diversified

Filing Date

Global Rank

#2,677 / 8,232 ▲ 49

Top Industry

Semiconductors 19.0%

3Y Alpha vs SPY

+0.5%

Period ended 2 months ago

Filed May 11, 2026 · 33d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.6%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.8%

+0.2 pts

Top 5

40.5%

−1.1 pts

Top 10

52.8%

−2.6 pts

HHI

547

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.5%	$155,739,077	19
Financial Services	11.5%	$45,422,101	7
Consumer Cyclical	11.0%	$43,465,018	5
Healthcare	10.0%	$39,283,512	12
Basic Materials	7.3%	$28,931,758	5
Communication Services	7.2%	$28,362,482	5
Energy	6.9%	$27,263,062	13
Industrials	3.9%	$15,442,914	8
Real Estate	1.3%	$5,278,720	1
Consumer Defensive	1.0%	$4,040,233	2
Unclassified	0.3%	$1,256,340	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
PINS	Pinterest, Inc.	+98,100	172,660	$3,166,584
HALO	Halozyme Therapeutics, Inc.	+34,260	90,600	$5,855,478
ANET	Arista Networks, Inc.	+29,209	41,174	$5,055,343
EXE	EXPAND ENERGY Corp	+24,716	50,953	$5,593,620
BBIO	BridgeBio Pharma, Inc.	+14,555	57,285	$4,253,984
SB	Safe Bulkers, Inc.	+10,000	20,000	$126,600
CRM	Salesforce, Inc.	+8,720	40,209	$7,505,814
NVDA	Nvidia Corp	+5,467	402,070	$70,121,008
TTWO	Take Two Interactive Software Inc	+3,415	20,258	$4,000,955
INTU	Intuit Inc.	+3,289	9,493	$4,104,583
CYTK	Cytokinetics Inc	+2,485	49,295	$3,249,033
GLNG	Golar Lng Ltd	+1,825	125,775	$6,805,685
AMZN	Amazon Com Inc	+1,028	156,705	$32,636,950
ABVX	Abivax S.A.	+1,000	4,300	$478,805
MSFT	Microsoft Corp	+409	46,287	$17,134,058
JAZZ	Jazz Pharmaceuticals plc	+350	35,320	$6,677,246
J	Jacobs Solutions Inc.	+350	23,722	$3,019,336
SNPS	Synopsys Inc	+130	2,423	$960,671
V	Visa Inc.	+115	23,577	$7,125,912
VMC	Vulcan Materials CO	+103	18,854	$5,133,944
URI	United Rentals, Inc.	+10	13,806	$10,058,499
MA	Mastercard Inc	+5	7,950	$3,972,297
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
NVGS	Navigator Holdings Ltd.	−98,264	163,761	$3,165,500
NEM	NEWMONT Corp /DE/	−74,435	88,595	$9,590,408
OPRA	Opera Ltd	−45,175	55,775	$795,351
OKE	Oneok Inc /New/	−20,072	48,798	$4,410,851
WMT	Walmart Inc.	−19,500	27,450	$3,411,486
ORCL	Oracle Corp	−18,160	26,355	$3,877,084
ZTS	Zoetis Inc.	−9,000	2,000	$236,420
MU	Micron Technology Inc	−8,793	9,678	$3,269,615
AEM	Agnico Eagle Mines Ltd	−8,051	25,528	$5,181,673
DHT	DHT Holdings, Inc.	−5,600	197,350	$3,605,584
MSI	Motorola Solutions, Inc.	−2,063	18,557	$8,053,181
ZM	Zoom Communications, Inc.	−900	58,715	$4,720,098
META	Meta Platforms, Inc.	−410	9,300	$5,320,809
LLY	ELI LILLY & Co	−305	6,373	$5,861,694
REGN	Regeneron Pharmaceuticals, Inc.	−222	9,976	$7,707,856
ICE	Intercontinental Exchange, Inc.	−220	56,140	$8,829,699
JPM	Jpmorgan Chase & Co	−145	37,577	$11,053,650
MLM	Martin Marietta Materials Inc	−112	14,490	$8,529,973
AAPL	Apple Inc.	−61	98,028	$24,878,526
EXPE	Expedia Group, Inc.	−45	12,090	$2,791,460
HD	Home Depot, Inc.	−40	13,382	$4,401,205
BRK-B	Berkshire Hathaway Inc	−25	18,671	$8,947,143
ADSK	Autodesk, Inc.	−25	9,665	$2,313,801
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
RYN	Rayonier Inc	256,000	$5,278,720
ARGX	Argenx SE	4,501	$3,286,855
MRVL	Marvell Technology, Inc.	13,700	$1,356,985
NOW	ServiceNow, Inc.	5,900	$616,845
GPOR	Gulfport Energy Corp	2,500	$528,925
CIEN	Ciena Corp	1,200	$465,876
MYRG	Myr Group Inc.	875	$247,030
TEN	Tsakos Energy Navigation Ltd	6,000	$236,760
SU	Suncor Energy Inc	3,500	$231,385
WMB	Williams Companies, Inc.	3,000	$218,340
CSX	Csx Corp	5,000	$205,250
GLW	Corning Inc /Ny	1,500	$203,955
NMM	Navios Maritime Partners L.P.	3,000	$202,440
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
EA	Electronic Arts Inc.	25,711	$5,253,528
NUE	Nucor Corp	11,975	$1,953,242
ADBE	Adobe Inc.	2,360	$825,976
SPY	Spdr S&P 500 ETF Trust	620	$422,790
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $394,485,217 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	402,070	+5,467	$70,121,008	−5.2%	17.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	156,705	+1,028	$32,636,950	−9.2%	8.27%
AAPL	Apple Inc. Technology	Reduced	98,028	-61	$24,878,526	−6.7%	6.31%
MSFT	Microsoft Corp Technology	Added	46,287	+409	$17,134,058	−22.8%	4.34%
GOOGL	Alphabet Inc. Communication Services	Held	52,437	0	$15,078,783	−8.1%	3.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	37,577	-145	$11,053,650	−9.1%	2.80%
URI	United Rentals, Inc. Industrials	Added	13,806	+10	$10,058,499	−9.9%	2.55%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	88,595	-74,435	$9,590,408	−41.1%	2.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,671	-25	$8,947,143	−4.8%	2.27%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	56,140	-220	$8,829,699	−3.3%	2.24%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	14,490	-112	$8,529,973	−6.2%	2.16%
MSI	Motorola Solutions, Inc. Technology	Reduced	18,557	-2,063	$8,053,181	+1.9%	2.04%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	9,976	-222	$7,707,856	−2.1%	1.95%
CRM	Salesforce, Inc. Technology	Added	40,209	+8,720	$7,505,814	−10.0%	1.90%
V	Visa Inc. Financial Services	Added	23,577	+115	$7,125,912	−13.4%	1.81%
GLNG	Golar Lng Ltd Energy	Added	125,775	+1,825	$6,805,685	+47.6%	1.73%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Added	35,320	+350	$6,677,246	+12.3%	1.69%
LLY	ELI LILLY & Co Healthcare	Reduced	6,373	-305	$5,861,694	−18.3%	1.49%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	90,600	+34,260	$5,855,478	+54.4%	1.48%
EXE	EXPAND ENERGY Corp Energy	Added	50,953	+24,716	$5,593,620	+93.2%	1.42%
META	Meta Platforms, Inc. Communication Services	Reduced	9,300	-410	$5,320,809	−17.0%	1.35%
RYN	Rayonier Inc Real Estate	NEW	256,000	NEW	$5,278,720	NEW	1.34%
BAC	Bank Of America Corp /De/ Financial Services	Held	107,475	0	$5,239,406	−11.4%	1.33%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	25,528	-8,051	$5,181,673	−9.0%	1.31%
VMC	Vulcan Materials CO Basic Materials	Added	18,854	+103	$5,133,944	−4.0%	1.30%
ANET	Arista Networks, Inc. Technology	Added	41,174	+29,209	$5,055,343	+222.5%	1.28%
ZM	Zoom Communications, Inc. Technology	Reduced	58,715	-900	$4,720,098	−8.2%	1.20%
OKE	Oneok Inc /New/ Energy	Reduced	48,798	-20,072	$4,410,851	−12.9%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	13,382	-40	$4,401,205	−4.7%	1.12%
BBIO	BridgeBio Pharma, Inc. Healthcare	Added	57,285	+14,555	$4,253,984	+30.2%	1.08%
INTU	Intuit Inc. Technology	Added	9,493	+3,289	$4,104,583	−0.1%	1.04%
TTWO	Take Two Interactive Software Inc Communication Services	Added	20,258	+3,415	$4,000,955	−7.2%	1.01%
MA	Mastercard Inc Financial Services	Added	7,950	+5	$3,972,297	−12.4%	1.01%
ORCL	Oracle Corp Technology	Reduced	26,355	-18,160	$3,877,084	−55.3%	0.98%
DHT	DHT Holdings, Inc. Energy	Reduced	197,350	-5,600	$3,605,584	+45.5%	0.91%
WMT	Walmart Inc. Consumer Defensive	Reduced	27,450	-19,500	$3,411,486	−34.8%	0.86%
ARGX	Argenx SE Healthcare	NEW	4,501	NEW	$3,286,855	NEW	0.83%
MU	Micron Technology Inc Technology	Reduced	9,678	-8,793	$3,269,615	−38.0%	0.83%
CYTK	Cytokinetics Inc Healthcare	Added	49,295	+2,485	$3,249,033	+9.2%	0.82%
MELI	Mercadolibre Inc Consumer Cyclical	Held	1,850	0	$3,198,687	−14.2%	0.81%
PINS	Pinterest, Inc. Communication Services	Added	172,660	+98,100	$3,166,584	+64.0%	0.80%
NVGS	Navigator Holdings Ltd. Energy	Reduced	163,761	-98,264	$3,165,500	−30.2%	0.80%
J	Jacobs Solutions Inc. Industrials	Added	23,722	+350	$3,019,336	−2.5%	0.77%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	12,090	-45	$2,791,460	−18.8%	0.71%
ADSK	Autodesk, Inc. Technology	Reduced	9,665	-25	$2,313,801	−19.3%	0.59%
MRVL	Marvell Technology, Inc. Technology	NEW	13,700	NEW	$1,356,985	NEW	0.34%
JNJ	Johnson & Johnson Healthcare	Held	5,000	0	$1,222,200	+18.1%	0.31%
INSW	International Seaways, Inc. Energy	Held	16,580	0	$1,208,350	+50.1%	0.31%
HON	Honeywell International Inc Industrials	Held	5,300	0	$1,197,959	+15.9%	0.30%
SNPS	Synopsys Inc Technology	Added	2,423	+130	$960,671	−10.8%	0.24%