The Analysis of HARVEY CAPITAL MANAGEMENT INC's Holdings
Currently, HARVEY CAPITAL MANAGEMENT INC holds 78 types of securities in its portfolio with a total value $468.9M. In the most recent quarter, they have increased their positions in INTU (+6.2K shares, valued at $4.1M), MSI (+8.7K shares, valued at $3.3M), J (+23.4K shares, valued at $3.1M); decreased their positions in NVDA (-31.1K shares, valued at $5.8M), MU (-7.8K shares, valued at $2.2M), PINS (-79.4K shares, valued at $2.1M); initiated new positions in INTU (+6.2K shares, valued at $4.1M), J (+23.4K shares, valued at $3.1M), EXE (+26.2K shares, valued at $2.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP396.6K shares-7.28%2025-12-312026-02-17
ALPHABET INC ALPHABET INC129.0K shares-2.47%2025-12-312026-02-17 AMZN AMAZON.COM INC155.7K shares-0.01%2025-12-312026-02-17 AAPL APPLE COMPUTER INC98.1K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP45.9K shares-3.60%2025-12-312026-02-17 NEM NEWMONT MNG CORP HLDG CO163.0K shares-3.70%2025-12-312026-02-17 JPM JP MORGAN CHASE37.7K shares15.35%2025-12-312026-02-17 URI UNITED RENTALS INC13.8K shares-0.01%2025-12-312026-02-17 ICE INTERCONTINENTAL EXCHANGE INC56.4K shares32.67%2025-12-312026-02-17 MLM MARTIN MARIETTA MATERIALS14.6K shares-0.09%2025-12-312026-02-17 ORCL ORACLE CORPORATION44.5K shares-4.45%2025-12-312026-02-17 CRM SALESFORCE.COM INC31.5K shares-3.47%2025-12-312026-02-17 V VISA INC COM23.5K shares0.00%2025-12-312026-02-17 MSI MOTOROLA SOLUTIONS INC20.6K shares72.78%2025-12-312026-02-17 REGN REGENERON PHARMACEUTICALS10.2K shares-10.56%2025-12-312026-02-17 LLY LILLY, ELI CO6.7K shares-0.04%2025-12-312026-02-17 META META PLATFORMS INC CLASS A COM9.7K shares14.10%2025-12-312026-02-17 JAZZ JAZZ PHARMACEUTICALS PLC COM U35.0K shares-7.43%2025-12-312026-02-17 BAC BANK OF AMERICA CORP107.5K shares15.63%2025-12-312026-02-17 AEM AGNICO EAGLE MINES LTD33.6K shares-0.36%2025-12-312026-02-17 VMC VULCAN MATERIALS18.8K shares0.00%2025-12-312026-02-17 MU MICRON18.5K shares-29.78%2025-12-312026-02-17 EA ELECTRONIC ARTS25.7K shares-7.08%2025-12-312026-02-17 WMT WALMART STORES INC47.0K shares0.00%2025-12-312026-02-17 ZM ZOOM VIDEO COMMUNICATIONS INC59.6K shares0.76%2025-12-312026-02-17 OKE ONEOK INC68.9K shares2.84%2025-12-312026-02-17 IVV ISHARES SP 500 INDEX ETF7.2K shares1.78%2025-12-312026-02-17 HD HOME DEPOT13.4K shares13.60%2025-12-312026-02-17 GLNG GOLAR LNG LIMITED COM STK USD1124.0K shares-12.35%2025-12-312026-02-17 NVGS NAVIGATOR HOLDINGS LTD ORD262.0K shares-2.41%2025-12-312026-02-17 MA MASTERCARD INC7.9K shares0.00%2025-12-312026-02-17 TTWO TAKE-TWO INTERACTIVE SOFTWRE16.8K shares-0.27%2025-12-312026-02-17 INTU INTUIT6.2K sharesnew addition2025-12-312026-02-17 HALO HALOZYME THERAPEUTICS INC56.3K shares-2.56%2025-12-312026-02-17 MELI MERCADOLIBRE INC COM USD0.0011.9K shares0.00%2025-12-312026-02-17 EXPE EXPEDIA GROUP INC12.1K shares-0.37%2025-12-312026-02-17 BBIO BRIDGEBIO PHARMA42.7K shares-0.23%2025-12-312026-02-17 J JACOBS SOLUTIONS INC.23.4K sharesnew addition2025-12-312026-02-17 CYTK CYTOKINETICS INC46.8K shares119.46%2025-12-312026-02-17 EXE EXPAND ENERGY CORP26.2K sharesnew addition2025-12-312026-02-17 ADSK AUTODESK INC9.7K shares-0.98%2025-12-312026-02-17 DHT DHT HOLDINGS INC202.9K shares2.40%2025-12-312026-02-17 NUE NUCOR CORPORATION12.0K shares-5.34%2025-12-312026-02-17 PINS PINTEREST INC74.6K shares-51.58%2025-12-312026-02-17 OPRA OPERA LIMITED SPON ADS EACH RE101.0K shares0.92%2025-12-312026-02-17 ZTS ZOETIS INC11.0K sharesnew addition2025-12-312026-02-17 SNPS SYNOPSYS INC2.3K shares-46.81%2025-12-312026-02-17 JNJ JOHNSON JOHNSON5.0K shares0.00%2025-12-312026-02-17 HON HONEYWELL INTL INC5.3K shares0.00%2025-12-312026-02-17 XLK TECHNOLOGY SECTOR ETF6.2K shares100.00%2025-12-312026-02-17 IVW ISHARES SP 500/BARRA GROWTH I7.0K shares0.00%2025-12-312026-02-17 ADBE ADOBE SYSTEMS2.4K shares0.00%2025-12-312026-02-17 INSW INTERNATIONAL SEAWAYS INC16.6K shares-40.53%2025-12-312026-02-17 COST COSTCO WHOLESALE631 shares-0.32%2025-12-312026-02-17 TNK TEEKAY TANKERS LTD (BM) COM US10.0K shares-16.69%2025-12-312026-02-17 GLD SPDR GOLD TRUST1.3K shares0.00%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC2.8K shares0.00%2025-12-312026-02-17 CRWD CROWDSTRIKE HOLDINGS1.0K shares0.00%2025-12-312026-02-17 XLC COMMUNICATION SVCS SECTOR ETF3.9K shares0.00%2025-12-312026-02-17 ABVX ABIVAX SA-3.3K sharesnew addition2025-12-312026-02-17 SNOW SNOWFLAKE INC2.0K shares0.00%2025-12-312026-02-17 SPY SPDR SP 500 ETF TRUST UNIT SE620 sharesnew addition2025-12-312026-02-17 RTX RTX CORPORATION2.0K shares0.00%2025-12-312026-02-17 CASY CASEYS GENERAL STORES INC600 shares0.00%2025-12-312026-02-17 PRU PRUDENTIAL FINANCIAL INC2.6K shares0.00%2025-12-312026-02-17 XLP CONSUMER STAPLES SELECT SECTOR3.3K shares0.00%2025-12-312026-02-17 CVX CHEVRON CORP1.6K shares0.00%2025-12-312026-02-17 SLV ISHARES SILVER TRUST ETF3.7K sharesnew addition2025-12-312026-02-17 ETHA ISHARES ETHEREUM TR10.0K shares0.00%2025-12-312026-02-17 INMD INMODE LTD COM ILS0.0111.2K shares0.00%2025-12-312026-02-17 GOGL EURONAV NPV15.0K sharesnew addition2025-12-312026-02-17 SB SAFE BULKERS INC10.0K shares-66.67%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available