Harvey Capital Management Inc
Harvey Capital Management Inc reported 92 holdings worth US$486M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 21, 2026
Harvey Capital Management Inc reported 92 holdings worth US$486M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Aug 21, 2026 (Form 13F/A).
- Holdings
- 92
- Value as reported
- US$486M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 402K | US$80.4M | 16.5% |
| Alphabet Inc (google) Class C | 171K | US$61.1M | 12.6% |
| Amazon.com, Inc. | 156K | US$37.2M | 7.6% |
| Apple Inc | 97,665 | US$28.3M | 5.8% |
| Microsoft Corp. | 45,894 | US$17.1M | 3.5% |
| United Rentals, Inc. | 12,418 | US$14.1M | 2.9% |
| Jp Morgan Chase & Co. | 37,387 | US$12.2M | 2.5% |
| Halozyme Therapeutics, Inc. | 146K | US$11.4M | 2.4% |
| Bridgebio Pharma, Inc. | 139K | US$10.3M | 2.1% |
| Berkshire Hathaway Inc. | 18,405 | US$9.21M | 1.9% |
| Intercontinental Exchange Inc. | 73,990 | US$9.11M | 1.9% |
| Martin Marietta Materials, Inc. | 14,095 | US$8.13M | 1.7% |
| Newmont Corporation | 86,820 | US$8.11M | 1.7% |
| Visa Inc. | 23,170 | US$7.95M | 1.6% |
| Take-two Interactive Software, Inc. | 30,580 | US$7.64M | 1.6% |
| Eli Lilly And Company | 6,287 | US$7.54M | 1.6% |
| Motorola Solutions, Inc. | 18,127 | US$7.53M | 1.5% |
| Arista Networks, Inc. | 41,504 | US$7.05M | 1.5% |
| Golar Lng Limited | 124K | US$6.16M | 1.3% |
| Bank Of America Corporation | 106K | US$6.04M | 1.2% |
| Rayonier Inc. Reit | 282K | US$5.99M | 1.2% |
| Micron Technology, Inc. | 5,073 | US$5.86M | 1.2% |
| Cytokinetics, Incorporated | 68,275 | US$5.82M | 1.2% |
| Amphenol Corporation | 32,900 | US$5.8M | 1.2% |
| Vulcan Materials Company (holding Company) | 18,554 | US$5.47M | 1.1% |
| Meta Platforms, Inc. | 9,200 | US$5.18M | 1.1% |
| Mastercard Incorporated | 9,695 | US$4.98M | 1.0% |
| Netflix, Inc. | 68,865 | US$4.92M | 1.0% |
| Expand Energy Corporation | 46,033 | US$4.2M | 0.86% |
| Salesforce, Inc. | 26,657 | US$4.18M | 0.86% |
| Argenx Se | 4,346 | US$4.03M | 0.83% |
| Agnico Eagle Mines Limited | 24,983 | US$3.88M | 0.80% |
| Zoom Communications, Inc. | 42,055 | US$3.63M | 0.75% |
| Regeneron Pharmaceuticals, Inc. | 4,975 | US$3.1M | 0.64% |
| Mercadolibre, Inc. | 1,822 | US$3.09M | 0.64% |
| Expedia Group, Inc. | 11,975 | US$3.06M | 0.63% |
| Jacobs Solutions Inc. | 23,572 | US$2.97M | 0.61% |
| Workday, Inc. | 24,122 | US$2.95M | 0.61% |
| Navigator Holdings Ltd. | 156K | US$2.9M | 0.60% |
| Constellation Energy Corporation | 11,478 | US$2.85M | 0.59% |
| Airbnb, Inc. | 19,560 | US$2.8M | 0.58% |
| Walmart Inc. | 21,888 | US$2.48M | 0.51% |
| Autodesk, Inc. | 9,330 | US$1.81M | 0.37% |
| Dht Holdings, Inc. | 103K | US$1.71M | 0.35% |
| Vistra Corp. | 9,640 | US$1.53M | 0.31% |
| Johnson & Johnson | 4,999 | US$1.27M | 0.26% |
| Abivax Sa | 9,280 | US$1.24M | 0.25% |
| International Seaways, Inc. | 16,080 | US$1.23M | 0.25% |
| Marvell Technology, Inc. | 3,700 | US$1.1M | 0.23% |
| Synopsys, Inc. | 2,323 | US$1.04M | 0.21% |
| Oneok, Inc. | 9,350 | US$813K | 0.17% |
| Crowdstrike Holdings, Inc. | 999 | US$762K | 0.16% |
| Teekay Tankers Ltd. | 9,685 | US$628K | 0.13% |
| Costco Wholesale Corporation | 631 | US$590K | 0.12% |
| Ciena Corporation | 1,200 | US$589K | 0.12% |
| Broadcom Inc. | 1,530 | US$578K | 0.12% |
| Snowflake Inc. | 2,000 | US$509K | 0.10% |
| Caseys General Stores, Inc. | 598 | US$475K | 0.10% |
| Corning Incorporated | 1,800 | US$460K | 0.09% |
| Myr Group, Inc. | 872 | US$436K | 0.09% |
| Gulfport Energy Corporation | 2,300 | US$390K | 0.08% |
| Rtx Corporation | 1,998 | US$379K | 0.08% |
| Merck & Company, Inc. | 2,497 | US$321K | 0.07% |
| Applied Materials, Inc. | 400 | US$289K | 0.06% |
| Prudential Financial, Inc. | 2,598 | US$280K | 0.06% |
| Chevron Corporation | 1,625 | US$269K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 500 | US$239K | 0.05% |
| Csx Corporation | 5,000 | US$238K | 0.05% |
| Williams Companies, Inc. (the) | 3,000 | US$223K | 0.05% |
| Tsakos Energy Navigation Ltd | 6,000 | US$212K | 0.04% |
| Navios Maritime Partners Lp | 3,000 | US$210K | 0.04% |
| Palantir Technologies Inc. | 1,783 | US$208K | 0.04% |
| Granite Construction Incorporated | 1,300 | US$206K | 0.04% |
| Idex Corporation | 900 | US$204K | 0.04% |
| Safe Bulkers, Inc | 25,000 | US$158K | 0.03% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Pinterest, Inc. | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Suncor Energy Inc. | 0 | US$0 | 0.00% |
| Zoetis Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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