HCM
Harvey Capital Management Portfolio holdings
AUM
$469M
1-Year Est. Return
35.94%
This Fund
S&P 500
1 Year Est. Return
+35.94%
AUM
$469M
AUM Growth
+$297K
(+0.06%)
Holding
93
Top Buys
| 1 | +$4.1M | |
| 2 | +$3.49M | |
| 3 | +$3.43M | |
| 4 |
EXE
Expand Energy Corp
EXE
|
+$2.91M |
| 5 |
Intercontinental Exchange
ICE
|
+$2.17M |
Top Sells
| 1 | +$5.79M | |
| 2 | +$5.67M | |
| 3 | +$4.58M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$3.8M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$3.61M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
76
InMode
INMD
$862M
| $165K | 0.04% |
11,200
|
|
||
|
CMBT
77
CMB.TECH NV
CMBT
$4.15B
| $145K | 0.03% |
+15,000
|
|
||
78
Safe Bulkers
SB
$671M
| $48.2K | 0.01% |
10,000
-20,000
|
|
||
79
Marvell Technology
MRVL
$65.7B
| – | – |
-54,480
|
|
||
80
iShares National Muni Bond ETF
MUB
$42.8B
| – | – |
-2,510
|
|
||
|
NGD
81
New Gold Inc
NGD
$9.43B
| – | – |
-62,000
|
|
||
82
Nice
NICE
$7.63B
| – | – |
-39,171
|
|
||
83
Vistra
VST
$54.8B
| – | – |
-3,600
|
|
||
84
WIX.com
WIX
$4.08B
| – | – |
-2,600
|
|
||
85
Aquestive Therapeutics
AQST
$503M
| – | – |
-343,755
|
|
||
|
86
Alexandria Real Estate Equities
ARE
$9.05B
| – | – |
-45,600
|
|
||
87
Bloom Energy
BE
$42.9B
| – | – |
-7,700
|
|
||
|
FISV
88
Fiserv Inc
FISV
$33.8B
| – | – |
-27,995
|
|
||
89
FIVE9
FIVN
$1.38B
| – | – |
-54,650
|
|
||
90
Chart Industries
GTLS
$9.29B
| – | – |
-1,550
|
|
||
91
Herc Holdings
HRI
$4.61B
| – | – |
-3,800
|
|
||
92
iShares Bitcoin Trust
IBIT
$51.9B
| – | – |
-16,313
|
|
||
93
Ramaco Resources Class A
METC
$1.02B
| – | – |
-13,468
|
|