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 82
New Positions 9
Increased Positions 24
Decreased Positions 32
Positions with Activity 56
Sold Out Positions 10
Total Mkt Value (in $ millions) 266

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

Sector Weighting

Basic Materials 0.88%
Capital Goods 3.12%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.5%
Energy 7.02%
Financial 5.08%
Healthcare 39.3%
Services 15.08%
Technology 21.23%
Transportation 0.29%
Utilities 0.56%

56 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 21,346 -14 (0.07) 179,529
NPS PHARMACEUTICALS INC COM 19,809 -2 (0.01) 431,475
CELGENE CORP COM 18,143 -532 (2.85) 150,100
ACADIA PHARMACEUTICALS COM 17,938 47 .26 577,700
GILEAD SCIENCES INC COM 15,718 5 .03 150,875
TETRAPHASE PHARMACEUTICALS INC COM 11,640 -1,848 (13.7) 305,750
CBS CORP (CLASS B) CL B 9,907 -563 (5.38) 177,800
PHARMACYCLICS INC COM 9,172 -21 (0.23) 54,770
E M C CORP MASS COM 7,940 527 7.11 300,750
TIME WARNER INC COM NEW 7,855 -80 (1.01) 98,516
GENERAL ELECTRIC CO COM 7,425 -161 (2.12) 308,365
QUALCOMM INC COM 7,007 -1 (0.01) 110,020
GOOGLE INC CL C 6,702 2,574 62.34 13,125
AT&T INC COM 6,245 932 17.54 189,477
PRICELINE GRP INC COM NEW 5,959 2,377 66.35 5,872
OUTFRONT MEDIA INC COM 5,433 -656 (10.77) 190,483
ORACLE CORP COM 5,403 5,403 New 126,050
CONCHO RES INC COM 5,027 43 .85 47,220
NOVAVAX INC COM 4,674 784 20.14 594,650
PORTOLA PHARMACEUTICALS INC COM 4,070 882 27.66 136,630