Harvey Capital Management

Harvey Capital Management as of Dec. 31, 2014

Portfolio Holdings for Harvey Capital Management

Harvey Capital Management holds 72 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.6 $20M 180k 110.38
ACADIA Pharmaceuticals (ACAD) 7.0 $18M 578k 31.75
Celgene Corporation 6.4 $17M 150k 111.86
NPS Pharmaceuticals 5.9 $15M 432k 35.77
Gilead Sciences (GILD) 5.5 $14M 151k 94.26
Tetraphase Pharmaceuticals 4.7 $12M 306k 39.71
CBS Corporation 3.8 $9.8M 178k 55.34
EMC Corporation 3.4 $8.9M 301k 29.74
Time Warner 3.2 $8.4M 99k 85.42
Qualcomm (QCOM) 3.1 $8.2M 110k 74.32
General Electric Company 3.0 $7.8M 308k 25.27
Google Inc Class C 2.6 $6.9M 13k 526.40
priceline.com Incorporated 2.6 $6.7M 5.9k 1140.16
Pharmacyclics 2.6 $6.7M 55k 122.26
At&t (T) 2.4 $6.4M 190k 33.59
Oracle Corporation (ORCL) 2.2 $5.7M 126k 44.97
Outfront Media (OUT) 2.0 $5.1M 191k 26.84
Concho Resources 1.8 $4.7M 47k 99.75
Cabot Oil & Gas Corporation (CTRA) 1.7 $4.5M 153k 29.61
Magnum Hunter Resources Corporation 1.7 $4.4M 1.4M 3.14
Aerie Pharmaceuticals 1.5 $4.0M 135k 29.19
Portola Pharmaceuticals 1.5 $3.9M 137k 28.32
Novavax 1.4 $3.5M 595k 5.93
Chicago Bridge & Iron Company 1.3 $3.5M 84k 41.98
Nektar Therapeutics (NKTR) 1.3 $3.4M 220k 15.50
Fireeye 1.3 $3.3M 104k 31.58
Comcast Corporation (CMCSA) 1.2 $3.0M 52k 58.01
Google 1.1 $3.0M 5.7k 530.62
Boeing Company (BA) 1.1 $2.8M 21k 129.96
Hexcel Corporation (HXL) 1.1 $2.8M 67k 41.49
Blackrock Muni Intermediate Drtn Fnd (MUI) 1.0 $2.6M 184k 14.40
Novartis (NVS) 0.9 $2.5M 27k 92.65
EOG Resources (EOG) 0.8 $2.2M 24k 92.04
Express Scripts Holding 0.8 $2.1M 25k 84.64
Walt Disney Company (DIS) 0.7 $1.9M 21k 94.15
Antero Res (AR) 0.7 $1.8M 44k 40.58
National Grid 0.6 $1.5M 21k 70.62
Newfield Exploration 0.6 $1.4M 53k 27.12
Carrizo Oil & Gas 0.5 $1.4M 34k 41.58
Monsanto Company 0.5 $1.2M 10k 119.40
Baidu (BIDU) 0.4 $1.1M 5.0k 227.80
Penn Virginia Corporation 0.4 $1.1M 166k 6.68
iShares iBoxx $ High Yid Corp Bond (HYG) 0.4 $1.0M 12k 89.57
Berkshire Hathaway (BRK.A) 0.3 $904k 4.00 226000.00
Sanchez Energy Corp C ommon stocks 0.3 $902k 97k 9.29
Berkshire Hathaway (BRK.B) 0.3 $848k 5.7k 150.09
3M Company (MMM) 0.3 $835k 5.1k 164.21
Lowe's Companies (LOW) 0.3 $839k 12k 68.77
Charter Communications 0.3 $833k 5.0k 166.60
CVS Caremark Corporation (CVS) 0.3 $770k 8.0k 96.25
Halozyme Therapeutics (HALO) 0.3 $760k 79k 9.64
Walgreen Boots Alliance (WBA) 0.3 $762k 10k 76.20
Sociedad Quimica y Minera (SQM) 0.3 $668k 28k 23.86
Microsoft Corporation (MSFT) 0.2 $543k 12k 46.41
Bunge 0.2 $545k 6.0k 90.83
Deere & Company (DE) 0.2 $552k 6.2k 88.43
Johnson & Johnson (JNJ) 0.2 $522k 5.0k 104.40
Honeywell International (HON) 0.2 $499k 5.0k 99.80
Potash Corp. Of Saskatchewan I 0.2 $476k 14k 35.26
FedEx Corporation (FDX) 0.2 $434k 2.5k 173.60
United Parcel Service (UPS) 0.1 $389k 3.5k 111.14
Procter & Gamble Company (PG) 0.1 $332k 3.6k 91.08
Auspex Pharmaceuticals 0.1 $333k 6.4k 52.44
Caterpillar (CAT) 0.1 $320k 3.5k 91.43
iShares S&P 500 Index (IVV) 0.1 $320k 1.6k 206.45
Las Vegas Sands (LVS) 0.1 $290k 5.0k 58.00
Colgate-Palmolive Company (CL) 0.1 $276k 4.0k 69.00
United Technologies Corporation 0.1 $276k 2.4k 115.00
iShares S&P 500 Growth Index (IVW) 0.1 $245k 2.2k 111.36
Cisco Systems (CSCO) 0.1 $212k 7.6k 27.80
Pepsi (PEP) 0.1 $201k 2.1k 94.37
Harris & Harris 0.0 $29k 10k 2.90