HARVEY CAPITAL MANAGEMENT INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 402K | $70.12M |
 | RYN | 256K | $5.28M |
 | DHT | 197K | $3.61M |
 | PINS | 173K | $3.17M |
 | NVGS | 164K | $3.17M |
 | AMZN | 157K | $32.64M |
 | GOOG | 129K | $37.08M |
 | GLNG | 126K | $6.81M |
 | BAC | 107K | $5.24M |
 | AAPL | 98K | $24.88M |
 | HALO | 91K | $5.86M |
 | NEM | 89K | $9.59M |
 | ZM | 59K | $4.72M |
 | BBIO | 57K | $4.25M |
 | ICE | 56K | $8.83M |
 | OPRA | 56K | $795.35K |
 | GOOGL | 52K | $15.08M |
 | EXE | 51K | $5.59M |
 | CYTK | 49K | $3.25M |
 | OKE | 49K | $4.41M |
NVIDIA Corporation
NVDA
Shares Held
402K
Value
$70.12M
Rayonier Inc.
RYN
Shares Held
256K
Value
$5.28M
DHT Holdings, Inc.
DHT
Shares Held
197K
Value
$3.61M
Pinterest, Inc.
PINS
Shares Held
173K
Value
$3.17M
Navigator Holdings Ltd.
NVGS
Shares Held
164K
Value
$3.17M
Amazon.com, Inc.
AMZN
Shares Held
157K
Value
$32.64M
Alphabet Inc.
GOOG
Shares Held
129K
Value
$37.08M
Golar LNG Limited
GLNG
Shares Held
126K
Value
$6.81M
Bank of America Corporation
BAC
Shares Held
107K
Value
$5.24M
Apple Inc.
AAPL
Shares Held
98K
Value
$24.88M
Halozyme Therapeutics, Inc.
HALO
Shares Held
91K
Value
$5.86M
Newmont Corporation
NEM
Shares Held
89K
Value
$9.59M
Zoom Communications, Inc.
ZM
Shares Held
59K
Value
$4.72M
BridgeBio Pharma, Inc.
BBIO
Shares Held
57K
Value
$4.25M
Intercontinental Exchange, Inc.
ICE
Shares Held
56K
Value
$8.83M
Opera Limited
OPRA
Shares Held
56K
Value
$795.35K
Alphabet Inc.
GOOGL
Shares Held
52K
Value
$15.08M
Expand Energy Corporation
EXE
Shares Held
51K
Value
$5.59M
Cytokinetics, Incorporated
CYTK
Shares Held
49K
Value
$3.25M
ONEOK, Inc.
OKE
Shares Held
49K
Value
$4.41M