account_balance
Investment manager · 13F filer · SEC CIK 1119032
Harvey Capital Management Inc
Reported value$485Mas of Jun 30, 2026
Positions91 12 new, 9 sold out
Top 10 weight56.1%NVDA alone is 17%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
16.6%
GOOGAlphabet Inc.
9.3%
AMZNAmazon.com Inc
7.7%
AAPLApple Inc.
5.8%
MSFTMicrosoft Corp
3.5%
GOOGLAlphabet Inc.
3.3%Trimmed −15%
URIUnited Rentals, Inc.
2.9%Trimmed −10%
JPMJPMorgan Chase & Co
2.5%
HALOHalozyme Therapeutics, Inc.
2.4%+61%
BBIOBridgeBio Pharma, Inc.
2.1%
BRK-BBerkshire Hathaway Inc
1.9%
ICEIntercontinental Exchange, Inc.
1.9%+32%
NVDANVIDIA Corp
16.6%
GOOGAlphabet Inc.
9.3%
AMZNAmazon.com Inc
7.7%
AAPLApple Inc.
5.8%
MSFTMicrosoft Corp
3.5%
GOOGLAlphabet Inc.
3.3%
URI2.9%JPM2.5%HALOBBIOBRK-BICE1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 16.6% HeldGOOG Alphabet Inc. 9.3% HeldAMZN Amazon.com Inc 7.7% HeldAAPL Apple Inc. 5.8% HeldMSFT Microsoft Corp 3.5% HeldGOOGL Alphabet Inc. 3.3% Trimmed −15%URI United Rentals, Inc. 2.9% Trimmed −10%JPM JPMorgan Chase & Co 2.5% HeldHALO Halozyme Therapeutics, Inc. 2.4% Added +61%BBIO BridgeBio Pharma, Inc. 2.1% Added +142%BRK-B Berkshire Hathaway Inc 1.9% HeldICE Intercontinental Exchange, Inc. 1.9% Added +32%
What changed
Biggest moves since Mar 31, 2026
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