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HCM

Harvey Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 37.68%
This Fund
S&P 500
This Quarter Est. Return
+6.29%
1 Year Est. Return
+37.68%
3 Year Est. Return
+140.63%
5 Year Est. Return
+188.51%
10 Year Est. Return
+681.53%
AUM
$469M
AUM Growth
+$297K
Cap. Flow
-$18.5M
Cap. Flow %
-3.94%
Top 10 Hldgs %
56.44%
Holding
93
New
8
Increased
13
Reduced
31
Closed
15

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$4.1M
2
MSI icon
Motorola Solutions
MSI
+$3.49M
3
J icon
Jacobs Solutions
J
+$3.43M
4
EXE
Expand Energy Corp
EXE
+$2.91M
5
ICE icon
Intercontinental Exchange
ICE
+$2.17M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$5.79M
2
NICE icon
Nice
NICE
+$5.67M
3
MRVL icon
Marvell Technology
MRVL
+$4.58M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M
5
FISV
Fiserv Inc
FISV
+$3.61M

Sector Composition

Rank Sector Weight
1 Technology 36.26%
2 Communication Services 16.26%
3 Financials 10.59%
4 Consumer Discretionary 10.25%
5 Materials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$892B
$5.23M 1.12%
46,950
– –
ZM icon
27
Zoom
ZM
$29.7B
$5.14M 1.1%
59,615
+450
+0.8% +$37.9K
OKE icon
28
Oneok
OKE
$55.4B
$5.06M 1.08%
68,870
+1,900
+3% +$135K
IVV icon
29
iShares Core S&P 500 ETF
IVV
$897B
$4.9M 1.04%
7,151
+125
+2% +$84.9K
HD icon
30
Home Depot
HD
$349B
$4.62M 0.98%
13,422
+1,607
+14% +$589K
GLNG icon
31
Golar LNG
GLNG
$5.19B
$4.61M 0.98%
123,950
-17,466
-12% -$668K
NVGS icon
32
Navigator Holdings
NVGS
$1.29B
$4.54M 0.97%
262,025
-6,475
-2% -$108K
MA icon
33
Mastercard
MA
$505B
$4.54M 0.97%
7,945
– –
TTWO icon
34
Take-Two Interactive
TTWO
$43.5B
$4.31M 0.92%
16,843
-45
-0.3% -$11.2K
INTU icon
35
Intuit
INTU
$88.1B
$4.11M 0.88%
+6,204
New +$4.1M
HALO icon
36
Halozyme
HALO
$10.2B
$3.79M 0.81%
56,340
-1,480
-3% -$99.6K
MELI icon
37
Mercado Libre
MELI
$92.8B
$3.73M 0.79%
1,850
– –
EXPE icon
38
Expedia Group
EXPE
$36.8B
$3.44M 0.73%
12,135
-45
-0.4% -$11.1K
BBIO icon
39
BridgeBio Pharma
BBIO
$16.2B
$3.27M 0.7%
42,730
-100
-0.2% -$6.56K
J icon
40
Jacobs Solutions
J
$16.9B
$3.1M 0.66%
+23,372
New +$3.43M
CYTK icon
41
Cytokinetics
CYTK
$11B
$2.97M 0.63%
46,810
+25,480
+119% +$1.59M
EXE
42
Expand Energy Corp
EXE
$21.3B
$2.9M 0.62%
+26,237
New +$2.91M
ADSK icon
43
Autodesk
ADSK
$51.2B
$2.87M 0.61%
9,690
-96
-1% -$29K
DHT icon
44
DHT Holdings
DHT
$2.96B
$2.48M 0.53%
202,950
+4,750
+2% +$59.8K
NUE icon
45
Nucor
NUE
$61.9B
$1.95M 0.42%
11,975
-675
-5% -$101K
PINS icon
46
Pinterest
PINS
$13.2B
$1.93M 0.41%
74,560
-79,440
-52% -$2.29M
ANET icon
47
Arista Networks
ANET
$242B
$1.57M 0.33%
11,965
+3,205
+37% +$441K
OPRA
48
Opera Ltd
OPRA
$1.75B
$1.43M 0.3%
100,950
+925
+0.9% +$13.6K
ZTS icon
49
Zoetis
ZTS
$32.4B
$1.38M 0.3%
+11,000
New +$1.43M
SNPS icon
50
Synopsys
SNPS
$77.7B
$1.08M 0.23%
2,293
-2,018
-47% -$896K
1
2
3 4

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Harvey Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Harvey Capital Management held 93 positions worth $469M, up 0.06% from $469M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Harvey Capital Management withdrew a net $18.5M in Q4 2025, closing 15 positions and reducing 31 holdings. Its most notable exit was Nice, an estimated $5.67M position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, down from 40% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Harvey Capital Management opened a new position in Intuit worth $4.11M.

  • Harvey Capital Management's largest Q4 2025 buy was Intuit: 6,204 shares worth $4.11M.
  • Harvey Capital Management added most to Motorola Solutions in Q4 2025, an estimated $3.49M increase.
  • Harvey Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $5.79M.
  • Harvey Capital Management fully exited Nice in Q4 2025, selling an estimated $5.67M.
  • Harvey Capital Management's ten largest holdings make up 56% of its $469M portfolio in Q4 2025.
  • Harvey Capital Management opened 8 new positions and closed 15 in Q4 2025.
  • Harvey Capital Management's portfolio value rose 0.06% quarter-over-quarter to $469M.

Based on Harvey Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.