HARVEY CAPITAL MANAGEMENT INC
Top Portfolio Positions
81 positions ·
$394,192,409 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
402,070 | $70,121,008 | 17.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
156,705 | $32,636,950 | 8.28% | |
| AAPL |
Apple Inc.
Technology
|
98,028 | $24,878,526 | 6.31% | |
| MSFT |
Microsoft Corp
Technology
|
46,287 | $17,134,058 | 4.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,437 | $15,078,783 | 3.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
37,577 | $11,053,650 | 2.80% | |
| URI |
United Rentals, Inc.
Industrials
|
13,806 | $10,058,499 | 2.55% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
88,595 | $9,590,408 | 2.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,671 | $8,947,143 | 2.27% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
56,140 | $8,829,699 | 2.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NMM
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,440 | 3,000 | Shares | Sole | 2026-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||