Harvey Capital Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $424 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.1M, Amazon Com Inc with a value of $34.4M, Microsoft Corp with a value of $25.8M, Alphabet Inc. with a value of $23.9M, and Apple Inc. with a value of $21.8M.

Examining the 13F form we can see an increase of $43.9M in the current position value, from $380M to 424M.

Below you can find more details about Harvey Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $424 Million
Technology: $173 Million
Communication Services: $60.3 Million
Financial Services: $46.6 Million
Consumer Cyclical: $46.5 Million
Basic Materials: $30.7 Million
Industrials: $20.9 Million
Healthcare: $18.9 Million
Energy: $11.5 Million
Other: $15.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $424 Million
  • Prior Value $380 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Harvey Capital Management Inc Portfolio

Follow Harvey Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvey Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Harvey Capital Management Inc with notifications on news.