HARVEY CAPITAL MANAGEMENT INC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$382.2B
Holdings
78
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (78 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 478,197 | $51.8B | 13.56% | |
| 2 | AMZNAMAZON.COM INC | 156,786 | $29.8B | 7.80% | |
| 3 | AAPLAPPLE COMPUTER INC | 102,959 | $22.9B | 5.98% | |
| 4 | GOOGALPHABET INC | 136,239 | $21.3B | 5.57% | |
| 5 | MSFTMICROSOFT CORP | 52,359 | $19.7B | 5.14% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 19,271 | $10.3B | 2.69% | |
| 7 | URIUNITED RENTALS INC | 16,134 | $10.1B | 2.65% | |
| 8 | HALOHALOZYME THERAPEUTICS INC | 149,175 | $9.5B | 2.49% | |
| 9 | ORCLORACLE CORPORATION | 62,467 | $8.7B | 2.29% | |
| 10 | NEMNEWMONT MNG CORP HLDG CO | 177,925 | $8.6B | 2.25% | |
| 11 | VVISA INC COM | 24,352 | $8.5B | 2.23% | |
| 12 | JPMJP MORGAN CHASE | 34,062 | $8.4B | 2.19% | |
| 13 | REGNREGENERON PHARMACEUTICALS | 13,092 | $8.3B | 2.17% | |
| 14 | GOOGLALPHABET INC CAP STK | 52,230 | $8.1B | 2.11% | |
| 15 | EAELECTRONIC ARTS | 52,401 | $7.6B | 1.98% | |
| 16 | MLMMARTIN MARIETTA MATERIALS | 15,308 | $7.3B | 1.92% | |
| 17 | CRMSALESFORCE.COM INC | 24,779 | $6.6B | 1.74% | |
| 18 | ARGXARGENX SE | 11,075 | $6.6B | 1.72% | |
| 19 | TTWOTAKE-TWO INTERACTIVE SOFTWRE | 31,360 | $6.5B | 1.70% | |
| 20 | NSYNICE LTD ADR-EACH CNV INTO 1 O | 38,658 | $6.0B | 1.56% | |
| 21 | GLNGGOLAR LNG LIMITED COM STK USD1 | 155,571 | $5.9B | 1.55% | |
| 22 | METAMETA PLATFORMS INC CLASS A COM | 9,280 | $5.3B | 1.40% | |
| 23 | AEMAGNICO EAGLE MINES LTD | 47,334 | $5.1B | 1.34% | |
| 24 | PINSPINTEREST INC | 164,400 | $5.1B | 1.33% | |
| 25 | VMCVULCAN MATERIALS | 19,466 | $4.5B | 1.19% | |
| 26 | ADSKAUTODESK INC | 17,263 | $4.5B | 1.18% | |
| 27 | MAMASTERCARD INC | 8,205 | $4.5B | 1.18% | |
| 28 | ICEINTERCONTINENTAL EXCHANGE INC | 25,270 | $4.4B | 1.14% | |
| 29 | GTLSCHART INDUSTRIES INC | 29,332 | $4.2B | 1.11% | |
| 30 | EXPEEXPEDIA GROUP INC | 25,120 | $4.2B | 1.10% | |
| 31 | BACBANK OF AMERICA CORP | 98,950 | $4.1B | 1.08% | |
| 32 | WMTWALMART STORES INC | 46,950 | $4.1B | 1.08% | |
| 33 | IVVISHARES SP 500 INDEX ETF | 7,191 | $4.0B | 1.06% | |
| 34 | ZMZOOM VIDEO COMMUNICATIONS INC | 51,335 | $3.8B | 0.99% | |
| 35 | HDHOME DEPOT | 10,115 | $3.7B | 0.97% | |
| 36 | MLB1MERCADOLIBRE INC COM USD0.001 | 1,850 | $3.6B | 0.94% | |
| 37 | NVGSNAVIGATOR HOLDINGS LTD ORD | 268,100 | $3.6B | 0.93% | |
| 38 | JAZZJAZZ PHARMACEUTICALS PLC COM U | 25,405 | $3.2B | 0.83% | |
| 39 | DELLDELL TECHNOLOGIES | 31,225 | $2.8B | 0.74% | |
| 40 | HRIHERC HOLDINGS INC | 19,896 | $2.7B | 0.70% | |
| 41 | NUENUCOR CORPORATION | 21,500 | $2.6B | 0.68% | |
| 42 | MUMICRON | 28,913 | $2.5B | 0.66% | |
| 43 | SNPSSYNOPSYS INC | 4,693 | $2.0B | 0.53% | |
| 44 | FISVFISERV INC | 7,870 | $1.7B | 0.45% | |
| 45 | CHTRCHARTER COMMUNICATIONS INC NEW | 4,372 | $1.6B | 0.42% | |
| 46 | BRK-BBERKSHIRE HATHAWAY INC | 2 | $1.6B | 0.42% | |
| 47 | FIVNFIVE9 INC COM USD0.001 | 57,030 | $1.5B | 0.41% | |
| 48 | CMCSACOMCAST CL A VTG | 39,800 | $1.5B | 0.38% | |
| 49 | AQSTAQUESTIVE THERAPUEUTICS | 499,570 | $1.4B | 0.38% | |
| 50 | HONHONEYWELL INTL INC | 5,300 | $1.1B | 0.29% | |
| 51 | PRUPRUDENTIAL FINANCIAL INC | 9,916 | $1.1B | 0.29% | |
| 52 | INSWINTERNATIONAL SEAWAYS INC | 33,275 | $1.1B | 0.29% | |
| 53 | SQMSOCIEDAD QUIMICA MINERA DE CH | 24,899 | $989.2M | 0.26% | |
| 54 | ADBEADOBE SYSTEMS | 2,415 | $926.2M | 0.24% | |
| 55 | CYTKCYTOKINETICS INC | 22,580 | $907.5M | 0.24% | |
| 56 | JNJJOHNSON JOHNSON | 5,000 | $829.2M | 0.22% | |
| 57 | LLYLILLY, ELI CO | 975 | $805.3M | 0.21% | |
| 58 | IVWISHARES SP 500/BARRA GROWTH I | 6,975 | $647.5M | 0.17% | |
| 59 | XLKTECHNOLOGY SECTOR ETF | 3,110 | $642.2M | 0.17% | |
| 60 | COSTCOSTCO WHOLESALE | 643 | $608.1M | 0.16% | |
| 61 | BBIOBRIDGEBIO PHARMA | 17,000 | $587.7M | 0.15% | |
| 62 | MSIMOTOROLA SOLUTIONS INC | 1,320 | $577.9M | 0.15% | |
| 63 | LINLINDE PLC COM EUR0.001 | 1,000 | $465.6M | 0.12% | |
| 64 | SUSUNCOR ENERGY INC NEW | 11,325 | $438.5M | 0.11% | |
| 65 | TNKTEEKAY TANKERS LTD (BM) COM US | 10,585 | $405.1M | 0.11% | |
| 66 | XLCCOMMUNICATION SVCS SECTOR ETF | 3,905 | $376.6M | 0.10% | |
| 67 | GQ9SPDR GOLD TRUST | 1,300 | $374.6M | 0.10% | |
| 68 | CRWDCROWDSTRIKE HOLDINGS | 1,000 | $352.6M | 0.09% | |
| 69 | INMDINMODE LTD COM ILS0.01 | 16,800 | $298.0M | 0.08% | |
| 70 | SNOWSNOWFLAKE INC | 2,000 | $292.3M | 0.08% | |
| 71 | CVXCHEVRONTEXACO CORP | 1,625 | $271.8M | 0.07% | |
| 72 | XLFICONSUMER STAPLES SELECT SECTOR | 3,300 | $269.5M | 0.07% | |
| 73 | RTXRTX CORPORATION | 2,000 | $264.9M | 0.07% | |
| 74 | MUBISHARES NATL AMT FREE MUNI ETF | 2,510 | $264.7M | 0.07% | |
| 75 | MRKMERCK CO INC NEW | 2,800 | $251.3M | 0.07% | |
| 76 | NDQINVESCO QQQ TR | 500 | $234.5M | 0.06% | |
| 77 | ETHAISHARES ETHEREUM TR | 10,000 | $138.2M | 0.04% | |
| 78 | SBSAFE BULKERS INC | 30,000 | $110.7M | 0.03% |