HARVEY CAPITAL MANAGEMENT INC
CIK 1119032
13F filing for Q2 2026・No. 3,963
- Holdings
- US$486.25M
- Quarter change
- +US$47.45M
- Entries
- 92
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
92 stocks worth US$486.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | — | 401,906 | US$80.42M | 16.54% |
| GOOGALPHABET INCCAP STK CL C | — | 127,956 | US$45.21M | 9.30% |
| AMZNAmazonCOM | — | 156,043 | US$37.19M | 7.65% |
| AAPLAppleCOM | — | 97,665 | US$28.26M | 5.81% |
| MSFTMicrosoftCOM | — | 45,894 | US$17.12M | 3.52% |
| GOOGLAlphabetCAP STK CL A | — | 44,491 | US$15.9M | 3.27% |
| URIUNITED RENTALS INCCOM | — | 12,418 | US$14.07M | 2.89% |
| JPMJP MORGAN CHASECOM | — | 37,387 | US$12.24M | 2.52% |
| HALOHALOZYME THERAPEUTICS INCCOM | — | 146,113 | US$11.44M | 2.35% |
| BBIOBRIDGEBIO PHARMACOM | — | 138,835 | US$10.34M | 2.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.