HARVEY CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 91
New Positions 7
Increased Positions 31
Decreased Positions 32
Positions with Activity 63
Sold Out Positions 12
Total Mkt Value (in $ millions) 260

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

Sector Weighting

Basic Materials 1.18%
Capital Goods 2.67%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1.02%
Energy 19.58%
Financial 6.22%
Healthcare 31.79%
Services 11.18%
Technology 23.56%
Transportation 0.24%
Utilities 0.6%

31 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 17,191 1,182 7.39 180,544
GILEAD SCIENCES INC COM 14,931 633 4.43 168,275
KERYX BIOPHARMACEUTICALS INC COM 13,590 375 2.84 915,800
MAGNUM HUNTER RES CORP DEL COM 12,796 437 3.54 1,719,900
ACADIA PHARMACEUTICALS COM 12,449 419 3.49 558,250
GOODRICH PETE CORP COM NEW 10,344 10,344 New 457,300
GENERAL ELECTRIC CO COM 10,311 7,681 292.15 388,350
E M C CORP MASS COM 8,836 23 .26 331,700
SANCHEZ ENERGY CORP COM 8,628 148 1.75 262,100
AT&T INC COM 7,091 344 5.09 198,307
TIME WARNER INC COM NEW 4,917 4,580 1,357.69 68,016
ROSETTA RESOURCES INC COM 4,600 96 2.14 88,400
COACH INC COM 3,872 398 11.46 113,050
HALOZYME THERAPEUTICS INC COM 3,830 1,739 83.20 392,050
TETRAPHASE PHARMACEUTICALS INC COM 3,691 513 16.15 331,600
PROCERA NETWORKS INC COM NEW 3,410 74 2.20 348,000
PHARMACYCLICS INC COM 3,167 3,167 New 33,095
PORTOLA PHARMACEUTICALS INC COM 2,759 1,639 146.38 106,930
NOVAVAX INC COM 2,317 1,948 528.19 506,950
CHEGG INC COM 1,923 1,923 New 295,800


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