Harvey Capital Management

Harvey Capital Management as of Dec. 31, 2013

Portfolio Holdings for Harvey Capital Management

Harvey Capital Management holds 77 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NPS Pharmaceuticals 6.9 $17M 549k 30.36
Apple (AAPL) 5.6 $14M 24k 561.00
ACADIA Pharmaceuticals (ACAD) 5.6 $14M 540k 24.99
Magnum Hunter Resources Corporation 5.0 $12M 1.7M 7.31
Gilead Sciences (GILD) 5.0 $12M 161k 75.09
Keryx Biopharmaceuticals 4.8 $12M 891k 12.95
Celgene Corporation 4.8 $12M 68k 168.96
Qualcomm (QCOM) 4.2 $10M 136k 74.25
EMC Corporation 3.5 $8.3M 331k 25.15
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 2.9 $7.0M 108k 64.49
At&t (T) 2.8 $6.6M 189k 35.16
Concho Resources 2.8 $6.6M 61k 107.98
Sanchez Energy Corp C ommon stocks 2.6 $6.3M 258k 24.51
Google 2.5 $6.1M 5.5k 1120.55
Coach 2.4 $5.7M 101k 56.13
Procera Networks 2.1 $5.1M 341k 15.02
eBay (EBAY) 2.1 $5.1M 92k 54.86
Carrizo Oil & Gas 2.1 $5.0M 112k 44.76
EOG Resources (EOG) 2.0 $4.8M 29k 167.81
SM Energy (SM) 1.8 $4.4M 53k 83.11
Intel Corporation (INTC) 1.7 $4.2M 161k 25.95
Rosetta Resources 1.7 $4.2M 87k 48.03
Tetraphase Pharmaceuticals 1.6 $3.9M 286k 13.52
Halozyme Therapeutics (HALO) 1.3 $3.2M 214k 14.99
Vodafone 1.2 $3.0M 75k 39.30
Boeing Company (BA) 1.2 $2.9M 21k 136.48
General Electric Company 1.1 $2.8M 99k 28.02
Comcast Corporation (CMCSA) 1.1 $2.7M 52k 51.96
Chicago Bridge & Iron Company 1.1 $2.7M 33k 83.13
Intercept Pharmaceuticals In 1.1 $2.6M 39k 68.28
XOMA CORP Common equity shares 1.1 $2.5M 376k 6.73
Antares Pharma 1.0 $2.4M 534k 4.47
International Business Machines (IBM) 0.9 $2.2M 12k 187.57
Novartis (NVS) 0.9 $2.1M 27k 80.38
Express Scripts Holding 0.7 $1.8M 25k 70.24
National Grid 0.7 $1.7M 26k 65.31
Walt Disney Company (DIS) 0.7 $1.6M 21k 76.39
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 0.6 $1.5M 12k 121.75
Lifelock 0.6 $1.5M 90k 16.41
Kinder Morgan Energy Partners 0.5 $1.2M 15k 80.60
Monsanto Company 0.5 $1.2M 10k 116.50
Yandex Nv-a (YNDX) 0.5 $1.1M 27k 43.12
Portola Pharmaceuticals 0.5 $1.1M 43k 25.74
Baidu (BIDU) 0.4 $889k 5.0k 177.80
Sociedad Quimica y Minera (SQM) 0.3 $737k 29k 25.86
Berkshire Hathaway (BRK.A) 0.3 $711k 4.00 177750.00
3M Company (MMM) 0.3 $701k 5.0k 140.20
Berkshire Hathaway (BRK.B) 0.3 $669k 5.7k 118.41
Charter Communications 0.3 $683k 5.0k 136.60
Lowe's Companies (LOW) 0.3 $639k 13k 49.52
CVS Caremark Corporation (CVS) 0.2 $572k 8.0k 71.50
Deere & Company (DE) 0.2 $538k 5.9k 91.19
Microsoft Corporation (MSFT) 0.2 $493k 13k 37.35
Procter & Gamble Company (PG) 0.2 $508k 6.3k 81.28
Bunge 0.2 $492k 6.0k 82.00
Oneok Partners 0.2 $473k 9.0k 52.56
Johnson & Johnson (JNJ) 0.2 $457k 5.0k 91.40
Honeywell International (HON) 0.2 $456k 5.0k 91.20
Potash Corp. Of Saskatchewan I 0.2 $444k 14k 32.89
Novavax 0.2 $413k 81k 5.12
FedEx Corporation (FDX) 0.1 $359k 2.5k 143.60
Time Warner 0.1 $325k 4.7k 69.65
iShares S&P 500 Index (IVV) 0.1 $334k 1.8k 185.56
BHP Billiton 0.1 $310k 5.0k 62.00
BP Prudhoe Bay Royalty Trust (BPT) 0.1 $318k 4.0k 79.50
Rayonier (RYN) 0.1 $321k 7.6k 42.10
Twitter 0.1 $324k 5.1k 63.53
Caterpillar (CAT) 0.1 $272k 3.0k 90.67
United Parcel Service (UPS) 0.1 $262k 2.5k 104.80
Colgate-Palmolive Company (CL) 0.1 $260k 4.0k 65.00
United Technologies Corporation 0.1 $273k 2.4k 113.75
Simon Property (SPG) 0.1 $257k 1.7k 151.98
Plum Creek Timber 0.1 $232k 5.0k 46.40
Pepsi (PEP) 0.1 $248k 3.0k 82.67
Syngenta 0.1 $239k 3.0k 79.67
iShares S&P 500 Growth Index (IVW) 0.1 $217k 2.2k 98.64
Harris & Harris 0.0 $29k 10k 2.90