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) 269

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

Sector Weighting

Basic Materials 0.9%
Capital Goods 3.38%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.48%
Energy 7.85%
Financial 5.25%
Healthcare 34.38%
Services 16.18%
Technology 22.77%
Transportation 0.3%
Utilities 0.53%

24 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ACADIA PHARMACEUTICALS COM 21,935 57 .26 577,700
GILEAD SCIENCES INC COM 15,620 5 .03 150,875
E M C CORP MASS COM 8,704 577 7.11 300,750
GOOGLE INC CL C 7,329 2,814 62.34 13,125
PRICELINE GRP INC COM NEW 7,266 2,898 66.35 5,872
AT&T INC COM 6,548 977 17.54 189,477
ORACLE CORP COM 5,524 5,524 New 126,050
NOVAVAX INC COM 5,441 912 20.14 594,650
PORTOLA PHARMACEUTICALS INC COM 5,203 1,127 27.66 136,630
CONCHO RES INC COM 5,143 44 .85 47,220
FIREEYE INC COM 4,609 4,609 New 104,100
MAGNUM HUNTER RES CORP DEL COM 3,669 4 .11 1,389,650
BOEING CO COM 3,220 7 .21 21,345
HEXCEL CORP NEW COM 3,169 3,169 New 66,600
NEWFIELD EXPL CO COM 1,741 1,741 New 52,700
ANTERO RES CORP COM 1,714 1,714 New 43,450
CARRIZO OIL & GAS INC COM 1,625 14 .89 34,150
ISHARES IBOXX HI YD ETF 1,075 14 1.30 11,700
WALGREENS BOOTS ALLIANCE INC COM 831 831 New 10,000
DEERE & CO COM 566 3 .56 6,242


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