HC

HARVEY CAPITAL MANAGEMENT INC

13F
HARVEY CAPITAL MANAGEMENT INC
Last update 2024-10-29 76 Stocks (8 new)
Value $400.00 Mil Turnover 7 %
Countries:
Top Holdings: NVDA(13.10%)AMZN(7.11%)MSFT(6.34%)AAPL(6.01%)GOOG(5.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
HARVEY CAPITAL MANAGEMENT INC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
431,620
52415.930
+1.34%
13.100
+0.17%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AMZN 		Amazon.com Inc
152,616
28436.940
+0.38%
7.110
+0.03%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
MSFT 		Microsoft Corp
58,925
25355.430
-0.94%
6.340
-0.07%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
103,191
24043.500
-3.27%
6.010
-0.19%
0.000
+6.90%
+16.50%
3377630.649
Hardware
GOOG 		Alphabet Inc
135,765
22698.550
-0.69%
5.670
-0.05%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
URI 		United Rentals Inc
17,013
13775.940
-0.68%
3.440
-0.02%
0.030
+19.63%
+40.17%
52366.658
Business Services
REGN 		Regeneron Pharmaceuticals Inc
12,822
13479.000
-0.27%
3.370
-0.01%
0.010
-22.58%
-5.56%
91145.674
Biotechnology
ORCL 		Oracle Corp
65,928
11234.130
-1.57%
2.810
-0.04%
0.000
+34.65%
+64.93%
476013.221
Software
HALO 		Halozyme Therapeutics Inc
185,860
10638.630
-0.10%
2.660
0%
0.150
+12.68%
+58.87%
7470.769
Biotechnology
BRK.B 		Berkshire Hathaway Inc
20,147
9272.860
-0.07%
2.320
0%
0.000
+7.58%
+24.79%
959232.641
Insurance

HARVEY CAPITAL MANAGEMENT INC's Historical Top Holdings Breakdowns

HARVEY CAPITAL MANAGEMENT INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CRM 		Salesforce Inc2024-09-30Add
+1.41%
●
238.42 ($256.15) 276.64
$297.49
16.14%
Add 243.79%
29,136
20,661
GTLS 		Chart Industries Inc2024-09-30New Buy
+1.28%
●
106.83 ($131.3) 168.99
$149.07
13.53%
New holding
41,142
41,142
COP 		ConocoPhillips2024-09-30Sold Out
-0.92%
●
102.31 ($109.83) 116.61
$109.21
-0.56%
Sold Out
0
-30,471
EA 		Electronic Arts Inc2024-09-30Add
+0.77%
●
137.32 ($145) 151.82
$155.50
7.24%
Add 68.84%
53,021
21,618
TNK 		Teekay Tankers Ltd2024-09-30Sold Out
-0.74%
●
52.85 ($58.96) 69.39
$45.83
-22.27%
Sold Out
0
-40,684
DELL 		Dell Technologies Inc2024-09-30New Buy
+0.71%
●
87.89 ($116.48) 145.97
$133.46
14.58%
New holding
24,025
24,025
NICE 		NICE Ltd2024-09-30New Buy
+0.65%
●
154.95 ($171.69) 184.96
$171.50
-0.11%
New holding
14,996
14,996
SB 		Safe Bulkers Inc2024-09-30Reduce
-0.65%
●
4.52 ($5.14) 6.15
$4.31
-16.15%
Reduce -93.47%
30,000
-429,429
CF 		CF Industries Holdings Inc2024-09-30Sold Out
-0.64%
●
69.38 ($77.33) 85.8
$86.56
11.94%
Sold Out
0
-33,105
OPRA 		Opera Ltd2024-09-30New Buy
+0.60%
●
10.87 ($13.44) 16.18
$17.40
29.46%
New holding
156,620
156,620

HARVEY CAPITAL MANAGEMENT INC Total Holding History ($B)

To

HARVEY CAPITAL MANAGEMENT INC's Asset Allocation

To

HARVEY CAPITAL MANAGEMENT INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HARVEY CAPITAL MANAGEMENT INC's Hypothetical Growth since 2024-09-30

HARVEY CAPITAL MANAGEMENT INC's Yearly Returns

Year Portfolio % % Excess Gain %

HARVEY CAPITAL MANAGEMENT INC's Holdings Heat Map

Size field:

HARVEY CAPITAL MANAGEMENT INC's Holdings Bubble Chart

HARVEY CAPITAL MANAGEMENT INC News

  • 1

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