HARVEY CAPITAL MANAGEMENT INC: 13F holdings
CIK 11190322026Q2
| Positions | 92 |
|---|---|
| Reported value | $486.2m |
| Filed | 2026-08-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 401,906 | $80.4m | 16.5% |
| GOOG ALPHABET INC | 127,956 | $45.2m | 9.3% |
| AMZN AMAZON.COM INC | 156,043 | $37.2m | 7.6% |
| AAPL APPLE COMPUTER INC | 97,665 | $28.3m | 5.8% |
| MSFT MICROSOFT CORP | 45,894 | $17.1m | 3.5% |
| GOOGL ALPHABET INC CAP STK | 44,491 | $15.9m | 3.3% |
| URI UNITED RENTALS INC | 12,418 | $14.1m | 2.9% |
| JPM JP MORGAN CHASE | 37,387 | $12.2m | 2.5% |
| HALO HALOZYME THERAPEUTICS INC | 146,113 | $11.4m | 2.4% |
| BBIO BRIDGEBIO PHARMA | 138,835 | $10.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1119032")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.