HARVEY CAPITAL MANAGEMENT INC — 13F holdings

HARVEY CAPITAL MANAGEMENT INC reported 92 holdings worth $486M in its 13F filing for Q2 2026, filed August 21, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $80.4M (16.5%)
2. GOOG ALPHABET INC — $45.2M (9.3%)
3. AMZN AMAZON COM INC — $37.2M (7.6%)
4. AAPL APPLE INC — $28.3M (5.8%)
5. MSFT MICROSOFT CORP — $17.1M (3.5%)
6. GOOGL ALPHABET INC — $15.9M (3.3%)
7. URI UNITED RENTALS INC — $14.1M (2.9%)
8. JPM JPMorgan Chase & Co. — $12.2M (2.5%)
9. HALO HALOZYME THERAPEUTICS INC — $11.4M (2.4%)
10. BBIO BRIDGEBIO PHARMA INC — $10.3M (2.1%)