HARVEY CAPITAL MANAGEMENT INC Information

400 ROYAL PALM WAY, PALM BEACH, Florida, 33480, (561) 804-9181

Report Date: 12/31/2014

Position Statistics

Total Positions 81
New Positions 9
Increased Positions 24
Decreased Positions 31
Positions with Activity 55
Sold Out Positions 10
Total Mkt Value (in $ millions) 265

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.79%
Capital Goods 3.53%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.48%
Energy 8.18%
Financial 5.21%
Healthcare 34%
Services 16.41%
Technology 22.46%
Transportation 0.29%
Utilities 0.52%

81 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 22,687 -15 (0.07) 179,529
ACADIA PHARMACEUTICALS COM 19,266 50 .26 577,700
CELGENE CORP COM 18,015 -528 (2.85) 150,100
GILEAD SCIENCES INC COM 15,192 5 .03 150,875
PHARMACYCLICS INC COM 14,045 -32 (0.23) 54,770
TETRAPHASE PHARMACEUTICALS INC COM 11,612 -1,844 (13.7) 305,750
CBS CORP (CLASS B) CL B 11,000 -625 (5.38) 177,800
TIME WARNER INC COM NEW 8,403 -85 (1.01) 98,516
GENERAL ELECTRIC CO COM 7,746 -168 (2.12) 308,365
E M C CORP MASS COM 7,675 509 7.11 300,750
QUALCOMM INC COM 7,578 -1 (0.01) 110,020
GOOGLE INC CL C 7,245 2,782 62.34 13,125
PRICELINE GRP INC COM NEW 6,752 2,693 66.35 5,872
AT&T INC COM 6,247 932 17.54 189,477
OUTFRONT MEDIA INC COM 5,751 -694 (10.77) 190,483
ORACLE CORP COM 5,476 5,476 New 126,050
CONCHO RES INC COM 5,430 46 .85 47,220
PORTOLA PHARMACEUTICALS INC COM 5,260 1,140 27.66 136,630
NOVAVAX INC COM 5,138 861 20.14 594,650
CABOT OIL & GAS CORP COM 4,459 -232 (4.96) 152,500


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