HARVEY CAPITAL MANAGEMENT INC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 93
New Positions 12
Increased Positions 33
Decreased Positions 20
Positions with Activity 53
Sold Out Positions 4
Total Mkt Value (in $ millions) 304

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

Sector Weighting

Basic Materials 0.58%
Capital Goods 3.08%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.33%
Energy 2.26%
Financial 5.53%
Healthcare 32.66%
Services 15.94%
Technology 22.88%
Transportation 0.26%
Utilities 0.45%

33 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIREEYE INC COM 11,983 1,848 18.24 250,900
E M C CORP MASS COM 9,921 67 .68 370,450
PROOFPOINT INC COM 9,178 5,252 133.80 142,935
CEMPRA INC COM 9,026 136 1.53 218,450
GOOGLE INC CL C 8,562 180 2.15 13,535
NEKTAR THERAPEUTICS COM 7,641 3,772 97.48 619,700
PORTOLA PHARMACEUTICALS INC COM 7,583 262 3.57 155,030
PRICELINE GRP INC COM NEW 7,125 336 4.95 5,830
ORACLE CORP COM 7,093 2,163 43.87 178,900
ALIBABA GROUP HLDG LTD SPONSORED ADS 6,753 2,298 51.57 84,460
DISCOVERY COMMUNICATNS NEW COM SER A 4,967 2,982 150.20 154,125
CHICAGO BRIDGE & IRON CO N V COM 4,409 11 .24 82,951
AMERICAN AIRLS GROUP INC COM 4,391 4,391 New 109,050
QUALCOMM INC COM 4,033 10 .24 62,620
AERIE PHARMACEUTICALS INC COM 3,998 1,358 51.43 223,200
BLACKROCK MUNI INTER DR FD INC COM 3,357 801 31.37 245,000
TWITTER INC COM 3,312 3,312 New 105,250
OTONOMY INC COM 3,071 3,071 New 120,375
ABBVIE INC COM 2,710 621 29.71 38,632
YELP INC CL A 1,450 1,450 New 55,700