§ 13F · FUND PROFILE
HARVEY CAPITAL MANAGEMENT INC.
AUM · $971M (13F)Positions · 183Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 402K | $80M | 8.3% | +100% |
| 2 | NVDA | NVIDIA CORP | 402K | $80M | 8.3% | — |
| 3 | GOOG | ALPHABET INC | 128K | $45M | 4.7% | +98% |
| 4 | GOOG | ALPHABET INC | 128K | $45M | 4.7% | — |
| 5 | AMZN | AMAZON.COM INC | 156K | $37M | 3.8% | — |
| 6 | AMZN | AMAZON.COM INC | 156K | $37M | 3.8% | +99% |
| 7 | AAPL | APPLE COMPUTER INC | 98K | $28M | 2.9% | +99% |
| 8 | AAPL | APPLE COMPUTER INC | 98K | $28M | 2.9% | — |
| 9 | MSFT | MICROSOFT CORP | 46K | $17M | 1.8% | — |
| 10 | MSFT | MICROSOFT CORP | 46K | $17M | 1.8% | +98% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARVEY SIGNAL
AC read
HARVEY CAPITAL MANAGEMENT INC is a Other fund managing $971 million in assets. The fund runs a portfolio of 183 positions.
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