The Analysis of HARVEY CAPITAL MANAGEMENT INC's Holdings
Currently, HARVEY CAPITAL MANAGEMENT INC holds 85 types of securities in its portfolio with a total value $468.6M. In the most recent quarter, they have increased their positions in LLY (+6.7K shares, valued at $5.1M), OKE (+67.0K shares, valued at $4.9M), MRVL (+54.5K shares, valued at $4.6M); decreased their positions in NVDA (-60.3K shares, valued at $11.3M), GTLS (-27.2K shares, valued at $5.5M), EA (-21.1K shares, valued at $4.2M); initiated new positions in LLY (+6.7K shares, valued at $5.1M), OKE (+67.0K shares, valued at $4.9M), MRVL (+54.5K shares, valued at $4.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORP427.7K shares-12.36%2025-09-302025-10-31
AMZN AMAZON.COM INC155.7K shares-0.80%2025-09-302025-10-31 GOOG ALPHABET INC132.3K shares-1.97%2025-09-302025-10-31 AAPL APPLE COMPUTER INC98.1K shares-7.68%2025-09-302025-10-31 MSFT MICROSOFT CORP47.6K shares-8.25%2025-09-302025-10-31 NEM NEWMONT MNG CORP HLDG CO169.3K shares-3.64%2025-09-302025-10-31 URI UNITED RENTALS INC13.8K shares-14.16%2025-09-302025-10-31 ORCL ORACLE CORPORATION46.6K shares-15.13%2025-09-302025-10-31 GOOGL ALPHABET INC CAP STK52.4K shares0.00%2025-09-302025-10-31 JPM JP MORGAN CHASE32.7K shares-3.45%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL18.8K shares-3.55%2025-09-302025-10-31 MLM MARTIN MARIETTA MATERIALS14.6K shares-3.33%2025-09-302025-10-31 V VISA INC COM23.5K shares-2.33%2025-09-302025-10-31 CRM SALESFORCE.COM INC32.6K shares17.70%2025-09-302025-10-31 ICE INTERCONTINENTAL EXCHANGE INC42.5K shares-1.16%2025-09-302025-10-31 REGN REGENERON PHARMACEUTICALS11.4K shares-2.90%2025-09-302025-10-31 META META PLATFORMS INC CLASS A COM8.5K shares-3.41%2025-09-302025-10-31 VMC VULCAN MATERIALS18.8K shares-2.67%2025-09-302025-10-31 GLNG GOLAR LNG LIMITED COM STK USD1141.4K shares-7.82%2025-09-302025-10-31 AEM AGNICO EAGLE MINES LTD33.7K shares-5.16%2025-09-302025-10-31 NICE NICE LTD ADR-EACH CNV INTO 1 O39.2K shares4.13%2025-09-302025-10-31 EA ELECTRONIC ARTS27.7K shares-43.21%2025-09-302025-10-31 MSI MOTOROLA SOLUTIONS INC11.9K shares20.89%2025-09-302025-10-31 LLY LILLY, ELI CO6.7K sharesnew addition2025-09-302025-10-31 JAZZ JAZZ PHARMACEUTICALS PLC COM U37.8K shares-4.09%2025-09-302025-10-31 PINS PINTEREST INC154.0K shares-3.45%2025-09-302025-10-31 OKE ONEOK INC67.0K sharesnew addition2025-09-302025-10-31 ZM ZOOM VIDEO COMMUNICATIONS INC59.2K shares18.03%2025-09-302025-10-31 WMT WALMART STORES INC47.0K shares0.00%2025-09-302025-10-31 BAC BANK OF AMERICA CORP93.0K shares-5.20%2025-09-302025-10-31 HD HOME DEPOT11.8K shares-4.18%2025-09-302025-10-31 IVV ISHARES SP 500 INDEX ETF7.0K shares-2.29%2025-09-302025-10-31 MRVL MARVELL TECHNOLOGY INC54.5K sharesnew addition2025-09-302025-10-31 MA MASTERCARD INC7.9K shares-1.85%2025-09-302025-10-31 MU MICRON26.3K shares-6.10%2025-09-302025-10-31 TTWO TAKE-TWO INTERACTIVE SOFTWRE16.9K shares-10.69%2025-09-302025-10-31 MELI MERCADOLIBRE INC COM USD0.0011.9K shares0.00%2025-09-302025-10-31 HALO HALOZYME THERAPEUTICS INC57.8K shares-10.80%2025-09-302025-10-31 NVGS NAVIGATOR HOLDINGS LTD ORD268.5K shares-3.52%2025-09-302025-10-31 ARE ALEXANDRIA REAL ESTATE EQUITIE45.6K shares91.80%2025-09-302025-10-31 FI FISERV INC28.0K shares51.16%2025-09-302025-10-31 ADSK AUTODESK INC9.8K shares-22.99%2025-09-302025-10-31 EXPE EXPEDIA GROUP INC12.2K shares-14.26%2025-09-302025-10-31 DHT DHT HOLDINGS INC198.2K sharesnew addition2025-09-302025-10-31 BBIO BRIDGEBIO PHARMA42.8K shares-16.81%2025-09-302025-10-31 SNPS SYNOPSYS INC4.3K shares-4.43%2025-09-302025-10-31 OPRA OPERA LIMITED SPON ADS EACH RE100.0K shares171.81%2025-09-302025-10-31 AQST AQUESTIVE THERAPUEUTICS343.8K shares3.00%2025-09-302025-10-31 NUE NUCOR CORPORATION12.7K shares-37.99%2025-09-302025-10-31 FIVN FIVE9 INC COM USD0.00154.6K shares23.15%2025-09-302025-10-31 INSW INTERNATIONAL SEAWAYS INC27.9K shares-3.80%2025-09-302025-10-31 ANET ARISTA NETWORKS INC8.8K shares-28.75%2025-09-302025-10-31 CYTK CYTOKINETICS INC21.3K shares-2.74%2025-09-302025-10-31 HON HONEYWELL INTL INC5.3K shares0.00%2025-09-302025-10-31 IBIT ISHARES BITCOIN TRUST ETF16.3K sharesnew addition2025-09-302025-10-31 JNJ JOHNSON JOHNSON5.0K shares0.00%2025-09-302025-10-31 XLK TECHNOLOGY SECTOR ETF3.1K shares-1.13%2025-09-302025-10-31 IVW ISHARES SP 500/BARRA GROWTH I7.0K shares0.00%2025-09-302025-10-31 ADBE ADOBE SYSTEMS2.4K shares0.00%2025-09-302025-10-31 VST VISTRA CORP3.6K shares0.00%2025-09-302025-10-31 BE BLOOM ENERGY CORP7.7K sharesnew addition2025-09-302025-10-31 TNK TEEKAY TANKERS LTD (BM) COM US12.0K shares0.00%2025-09-302025-10-31 COST COSTCO WHOLESALE633 shares0.00%2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC2.8K sharesnew addition2025-09-302025-10-31 CRWD CROWDSTRIKE HOLDINGS1.0K shares0.00%2025-09-302025-10-31 LIN LINDE PLC COM EUR0.0011.0K shares0.00%2025-09-302025-10-31 XLC COMMUNICATION SVCS SECTOR ETF3.9K shares0.00%2025-09-302025-10-31 GLD SPDR GOLD TRUST1.3K shares0.00%2025-09-302025-10-31 WIX WIX.COM LTD COM ILS0.012.6K sharesnew addition2025-09-302025-10-31 SNOW SNOWFLAKE INC2.0K shares0.00%2025-09-302025-10-31 METC RAMACO RES INC COM13.5K sharesnew addition2025-09-302025-10-31 NGD NEW GOLD INC COM NPV ISIN #CA662.0K shares0.00%2025-09-302025-10-31 HRI HERC HOLDINGS INC3.8K shares-79.58%2025-09-302025-10-31 CASY CASEYS GENERAL STORES INC600 shares0.00%2025-09-302025-10-31 RTX RTX CORPORATION2.0K shares0.00%2025-09-302025-10-31 ETHA ISHARES ETHEREUM TR10.0K shares0.00%2025-09-302025-10-31 GTLS CHART INDUSTRIES INC1.6K shares-94.62%2025-09-302025-10-31 QQQ INVESCO QQQ TR500 shares0.00%2025-09-302025-10-31 PRU PRUDENTIAL FINANCIAL INC2.6K shares0.00%2025-09-302025-10-31 MUB ISHARES NATL AMT FREE MUNI ETF2.5K shares0.00%2025-09-302025-10-31 XLP CONSUMER STAPLES SELECT SECTOR3.3K shares0.00%2025-09-302025-10-31 CVX CHEVRONTEXACO CORP1.6K shares0.00%2025-09-302025-10-31 MRK MERCK CO INC NEW2.5K shares0.00%2025-09-302025-10-31 INMD INMODE LTD COM ILS0.0111.2K shares-19.71%2025-09-302025-10-31 SB SAFE BULKERS INC30.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available