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Livermore
Livermore
ZHEN

Harvey Capital Management Inc

SEC CIK
0001119032
Latest filing
Aug 21, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 29, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
72
0 vs. Q3 2023
Portfolio value
$301.3M
+$17.2M (+6.1%) vs. Q3 2023
Filed
Jan 29, 2024
SEC
Holdings of Harvey Capital Management Inc in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock125,319$24.1M8.0%−879−0.7%ReducedHistory
MSFTMicrosoft CorpStock61,930$23.3M7.7%−235−0.4%ReducedHistory
AMZNAmazon Com IncStock131,678$20.0M6.6%+11,558+9.6%AddedHistory
GOOGAlphabet Inc.Stock140,527$19.8M6.6%−755−0.5%ReducedHistory
NVDANVIDIA CorpStock37,800$18.7M6.2%−1,000−2.6%ReducedHistory
URIUnited Rentals, Inc.COM22,235$12.7M4.2%−1,404−5.9%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM13,004$11.4M3.8%−127−1.0%ReducedHistory
MLMMartin Marietta Materials IncCOM14,935$7.45M2.5%−260−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock43,242$7.36M2.4%−150−0.3%ReducedHistory
GOOGLAlphabet Inc.Stock52,380$7.32M2.4%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock20,277$7.23M2.4%−50−0.2%ReducedHistory
ORCLOracle CorpStock66,610$7.02M2.3%+30,415+84.0%AddedHistory
EXPEExpedia Group, Inc.Stock44,625$6.77M2.2%−4,030−8.3%ReducedHistory
TTWOTake Two Interactive Software IncCOM41,485$6.68M2.2%−3,005−6.8%ReducedHistory
VVisa Inc.Stock25,508$6.64M2.2%−50−0.2%ReducedHistory
ADSKAutodesk, Inc.COM26,078$6.35M2.1%−300−1.1%ReducedHistory
CFCF Industries Holdings, Inc.COM77,505$6.16M2.0%−1,100−1.4%ReducedHistory
BACBank of America CorpStock180,700$6.08M2.0%−6,875−3.7%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM160,110$5.92M2.0%+160,110NewHistory
FSLRFirst Solar, Inc.Stock33,619$5.79M1.9%−50−0.1%ReducedHistory
GLNGGolar LNG LtdSHS205,205$4.72M1.6%+132,875+183.7%AddedHistory
VMCVulcan Materials COCOM20,365$4.62M1.5%−545−2.6%ReducedHistory
EAElectronic Arts Inc.COM31,505$4.31M1.4%−1,675−5.0%ReducedHistory
COPConocoPhillipsStock36,675$4.26M1.4%−21,115−36.5%ReducedHistory
MAMastercard IncStock9,805$4.18M1.4%−100−1.0%ReducedHistory
HDHome Depot, Inc.Stock10,261$3.56M1.2%−200−1.9%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock25,720$3.30M1.1%−1,000−3.7%ReducedHistory
iShares Core S&P 500 ETF464287200ETF6,735$3.22M1.1%00.0%Unchanged–
HRIHerc Holdings IncCOM21,041$3.13M1.0%+25+0.1%AddedHistory
METAMeta Platforms, Inc.Stock8,100$2.87M1.0%00.0%UnchangedHistory
WMTWalmart Inc.Stock16,650$2.62M0.9%00.0%UnchangedHistory
MELIMercadolibre IncCOM1,650$2.59M0.9%00.0%UnchangedHistory
SBUXStarbucks CorpStock25,400$2.44M0.8%00.0%UnchangedHistory
MTDRMatador Resources CoCOM41,465$2.36M0.8%−300−0.7%ReducedHistory
NEMNEWMONT CorpStock56,780$2.35M0.8%+56,780NewHistory
CMCSAComcast CorpStock52,050$2.28M0.8%−250−0.5%ReducedHistory
CRMSalesforce, Inc.Stock8,575$2.26M0.7%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A5,036$1.96M0.6%00.0%UnchangedHistory
SBSafe Bulkers, Inc.COM468,408$1.84M0.6%−42,778−8.4%ReducedHistory
RTXRTX CorpStock21,295$1.79M0.6%−3,725−14.9%ReducedHistory
FISVFiserv IncStock11,970$1.59M0.5%−1,640−12.0%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B24,899$1.50M0.5%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock29,184$1.50M0.5%−27,000−48.1%ReducedHistory
PXDPioneer Natural Resources CoCOM6,403$1.44M0.5%−3,225−33.5%ReducedHistory
FANGDiamondback Energy, Inc.Stock8,775$1.36M0.5%−100−1.1%ReducedHistory
PRUPrudential Financial IncStock11,450$1.19M0.4%−400−3.4%ReducedHistory
ADBEAdobe Inc.Stock1,960$1.17M0.4%00.0%UnchangedHistory
SUMSummit Materials, Inc.CL A30,350$1.17M0.4%+30,350NewHistory
PFEPfizer IncStock39,950$1.15M0.4%−25,110−38.6%ReducedHistory
SBLKStar Bulk Carriers Corp.SHS PAR53,041$1.13M0.4%−4,378−7.6%ReducedHistory
HONHoneywell International IncCOM5,350$1.12M0.4%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A2$1.09M0.4%00.0%UnchangedHistory
AEMAgnico Eagle Mines LtdStock17,198$943.3K0.3%+17,198NewHistory
JNJJohnson & JohnsonStock5,000$783.7K0.3%00.0%UnchangedHistory
INMDInMode Ltd.SHS33,340$741.5K0.2%−15,500−31.7%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF3,255$626.5K0.2%00.0%Unchanged–
COSTCostco Wholesale CorpStock870$574.3K0.2%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,066$561.2K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock1,200$543.9K0.2%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF7,000$525.7K0.2%00.0%Unchanged–
SNOWSnowflake Inc.Stock2,500$497.5K0.2%00.0%UnchangedHistory
LINLinde PLCStock1,000$410.7K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF750$307.1K0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock2,800$305.3K0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF4,115$299.0K0.1%00.0%Unchanged–
iShares Tr464288414NATIONAL MUN ETF2,600$281.9K0.1%−2,300−46.9%Reduced–
COINCoinbase Global, Inc.COM CL A1,400$243.5K0.1%+1,400NewHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,300$237.7K0.1%00.0%Unchanged–
NTRNutrien Ltd.COM3,775$212.6K0.1%+3,775NewHistory
VZVerizon Communications IncStock5,500$207.3K0.1%+5,500NewHistory
TELLTellurian Inc.COM70,000$52.9K<0.1%00.0%UnchangedHistory
ATERAterian, Inc.Equity15,000$5.23K<0.1%00.0%UnchangedHistory

Sold out since Q3 2023 (7)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Harvey Capital Management Inc sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Wells Fargo & Company949746RG8COM150,000$14.7M5.2%–
NEENextera Energy IncStock92,815$5.32M1.9%History
MUMicron Technology IncStock8,300$564.6K0.2%History
CMGChipotle Mexican Grill IncCOM275$503.8K0.2%History
GVAGranite Construction IncCOM11,400$433.4K0.2%History
OLNOLIN CorpStock5,000$249.9K0.1%History
MARMarriott International IncStock1,200$235.9K0.1%History