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Harvey Capital Management Inc.
Harvey Capital Management Inc is an independent investment adviser headquartered in Palm Beach, Florida. The firm, founded in 1985, specializes in managing equity investment portfolios for a diverse client base including high-net-worth individuals and institutional investors. Despite being a boutique firm, it holds a substantial presence in the U.S. investment adviser landscape, with an employee count of approximately 5 as of 2025.
Investment Strategy
Harvey Capital Management Inc employs a disciplined, research-driven approach, focusing primarily on large-cap U.S. equities. The firm constructs concentrated portfolios, typically holding 70–90 positions, and emphasizes long-term capital appreciation by investing in companies with strong fundamentals, growth prospects, and competitive positioning. Its strategy blends both value and growth investing, seeking to capitalize on market opportunities and manage risk through diversification and continuous monitoring of portfolio holdings.
Latest 13F Filing Activity
Harvey Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 79 equity positions with a total 13F market value of $427M. The fund increased holdings in Nvidia Corp., Microsoft Corp., Amazon.com Inc. among other positions. Harvey Capital Management Inc. reduced exposure to Argenx SE, Halozyme Therapeutics Inc., Dell Technologies among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 17.53% | $74.8M | 488,046 | $31.66 | $157.99 | +$23.0M |
A AMZN | AMAZON.COM INC | 8.10% | $34.6M | 156,942 | $124.06 | $219.39 | +$4.8M |
M MSFT | MICROSOFT CORP | 5.98% | $25.5M | 51,869 | $122.75 | $497.41 | +$5.9M |
G GOOG | ALPHABET INC | 5.59% | $23.9M | 134,974 | $60.69 | $177.39 | +$2.6M |
A AAPL | APPLE COMPUTER INC | 5.17% | $22.1M | 106,244 | $30.57 | $205.17 | -$790.7K |
Industry Allocation
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