HARVEY CAPITAL MANAGEMENT INC

RIA/Wealth

HARVEY CAPITAL MANAGEMENT INC is a RIA/Wealth based in Palm Beach, FL led by Alexander Trindade Harvey, reporting $523.3M in AUM as of Q3 2025 with 41% Technology concentration, 55% concentrated in top 10 holdings, 17% allocation to NVDA, and 41% technology allocation.

CEOAlexander Trindade Harvey

Portfolio Value: $468.6M
Positions: 85
Top Holding: NVDA at 17.03%
Last Reported: Q3 2025

Address400 Royal Palm Way, Suite 400, Palm Beach, FL, 33480-4117, United States

Top Holdings

Largest long holdings in HARVEY CAPITAL MANAGEMENT INC's portfolio (55.4% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$79.8M	17.03%	-$11.3M Sold	0.00% 427.7K shares	Q1 2017 Held for 8y 8m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$34.2M	7.29%	-$275.6K Sold	0.00% 155.7K shares	Q2 2015 Held for 10y 5m
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$32.2M	6.88%	-$648.1K Sold	0.00% 132.3K shares	Q2 2014 Held for 11y 5m
4 Apple AAPL	Consumer Electronics Technology	$25.0M	5.33%	-$2.1M Sold	0.00% 98.1K shares	≤ Q2 2013 Held for 12y 5m+
5 Microsoft MSFT	Software - Infrastructure Technology	$24.6M	5.26%	-$2.2M Sold	0.00% 47.6K shares	≤ Q2 2013 Held for 12y 5m+
6 Newmont NEM	Gold Basic Materials	$14.3M	3.05%	-$539.6K Sold	0.02% 169.3K shares	Q4 2024 Held for 11 months
7 United Rentals URI	Rental & Leasing Services Industrials	$13.2M	2.81%	-$2.2M Sold	0.02% 13.8K shares	Q2 2021 Held for 4y 5m
8 Oracle ORCL	Software - Infrastructure Technology	$13.1M	2.80%	-$2.3M Sold	0.00% 46.6K shares	Q4 2014 Held for 10y 11m
9 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.7M	2.72%	—	0.00% 52.4K shares	≤ Q2 2013 Held for 12y 5m+
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$10.3M	2.20%	-$369.1K Sold	0.00% 32.7K shares	Q1 2015 Held for 10y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HARVEY CAPITAL MANAGEMENT INC's latest filing

See all changes

GthenC

Market Value

$468.6M

Prior: $426.9M

Q/Q Change

+9.78%

+$41.8M

Net Flows % of MV

-6.5%

Turnover Ratio

7.26%

New Purchases

5 stocks

$7.2M

Added To

9 stocks

+$7.7M

Sold Out Of

3 stocks

$3.7M

Reduced Holdings

41 stocks

-$41.8M

Increased Positions

Position	Shares Δ	Change
1 Marvell Technology, Inc. MRVL	New	0 → 54.5K +$4.6M
2 iShares Bitcoin Trust IBIT	New	0 → 16.3K +$1.1M
3 Bloom Energy BE	New	0 → 7.7K +$651.2K
4 Palantir Technologies Inc. PLTR	New	0 → 2.8K +$510.8K
5 Ramaco Resources METC	New	0 → 13.5K +$447.0K

Decreased Positions

Position	Shares Δ	Change
1 Charter Communications, Inc. CHTR	Sold	4.4K → 0 −$1.8M
2 Berkshire Hathaway BRK.A	Sold	2.0 → 0 −$1.5M
3 Procter & Gamble PG	Sold	2.3K → 0 −$377.7K
4 Chart Industries GTLS	-94.62%	28.8K → 1.6K −$5.5M
5 Herc Holdings HRI	-79.58%	18.6K → 3.8K −$1.7M