Institutional Fund
Harvey Capital Management Inc
Palm Beach, FLCIK 11190325 filings on record
Portfolio Value
$438.79M
Q1 2026
Holdings
88
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-6.4%
from $468.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation16.0%
- Alphabet Inc8.5%
- Amazon Com Inc7.4%
- Apple Inc5.7%
- Microsoft Corp3.9%
- Alphabet Inc3.4%
- Other55.1%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 402.1K | $70.12M | 16.0% | +5.5K | Added |
| 2 | Alphabet Inc | 129.3K | $37.08M | 8.5% | +225 | Added |
| 3 | Amazon Com Inc | 156.7K | $32.64M | 7.4% | +1.0K | Added |
| 4 | Apple Inc | 98.0K | $24.88M | 5.7% | −61 | Reduced |
| 5 | Microsoft Corp | 46.3K | $17.13M | 3.9% | +409 | Added |
| 6 | Alphabet Inc | 52.4K | $15.08M | 3.4% | 0 | Held |
| 7 | Jpmorgan Chase & Co. | 37.6K | $11.05M | 2.5% | −145 | Reduced |
| 8 | United Rentals Inc | 13.8K | $10.06M | 2.3% | +10 | Added |
| 9 | Newmont Corp | 88.6K | $9.59M | 2.2% | −74.4K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 18.7K | $8.95M | 2.0% | −25 | Reduced |
78 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio