Stock Taper

HARVEY CAPITAL MANAGEMENT INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Applied Materials, Inc.AMAT400$289.2K
Taiwan Semiconductor Manufacturing Company LimitedTSM500$238.78K
Casey's General Stores, Inc.CASY598$475.28K
Costco Wholesale CorporationCOST631$590.28K
MYR Group Inc.MYRG872$436.35K
IDEX CorporationIEX900$204.25K
Linde plcLIN999$518.42K
CrowdStrike Holdings, Inc.CRWD999$762.38K
Ciena CorporationCIEN1.2K$588.67K
Granite Construction IncorporatedGVA1.3K$205.5K
Broadcom Inc.AVGO1.53K$577.96K
Chevron CorporationCVX1.63K$269.36K
Palantir Technologies Inc.PLTR1.78K$208.02K
Corning IncGLW1.8K$459.77K
MercadoLibre, Inc.MELI1.82K$3.09M
RTX CorporationRTX2K$379.08K
Snowflake Inc.SNOW2K$509K
Gulfport Energy CorpGPOR2.3K$390.31K
Synopsys, Inc.SNPS2.32K$1.04M
Merck & Co., Inc.MRK2.5K$320.86K