HARVEY CAPITAL MANAGEMENT INC
SEC Form 13F institutional filer · CIK 0001119032
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.37B
Top-10 concentration
63.3%
HARVEY CAPITAL MANAGEMENT INC — $375M AUM allocation strategy
HARVEY CAPITAL MANAGEMENT INC files SEC Form 13F and reports $375M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.1%, followed by Communication Services 15.3% and Financials 11.0%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HARVEY CAPITAL MANAGEMENT INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$375M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$ANET +29.2K sh · +$3.49M+$EXE +24.7K sh · +$2.7M+$CRM +8.72K sh · −$836K
Biggest trims (shares)
−$NEM −74.4K sh · −$6.69M−$URI −45.2K sh · −$1.74M−$OKE −20.1K sh · −$651K
Exited to nil (held last quarter, gone now)
$NUE ($1.95M last qtr)$ADBE ($826K last qtr)$SPY ($423K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.7%—
- Interactive Media & Services15.3%—
- Broadline Retail8.7%—
- Technology Hardware, Storage & Peripherals6.6%—
- Systems Software4.6%—
- Diversified Banks4.3%—
- Trading Companies & Distributors2.9%—
- Gold2.5%—
- Other holdings36.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 402K | $70.1M | +5.47K | 18.7% |
| $GOOGL | Alphabet Inc | 129K | $37.1M | +225 | 9.9% |
| $AMZN | Amazon.com Inc | 157K | $32.6M | +1.03K | 8.7% |
| $AAPL | Apple Inc | 98K | $24.9M | -61 | 6.6% |
| $MSFT | Microsoft Corporation | 46.3K | $17.1M | +409 | 4.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 52.4K | $15.1M | +0 | 4.0% |
| $JPM | JP Morgan Chase & Co | 37.6K | $11.1M | -145 | 2.9% |
| $URI | United Rentals Inc | 69.6K | $10.9M | -45.2K | 2.9% |
| $NEM | Newmont Corporation | 88.6K | $9.59M | -74.4K | 2.6% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 18.7K | $8.95M | -25 | 2.4% |
…and 49 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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