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 0.81%
Capital Goods 3.46%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.48%
Energy 8.71%
Financial 5.35%
Healthcare 34.33%
Services 16.07%
Technology 21.81%
Transportation 0.28%
Utilities 0.51%

81 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 852 New 4
COMCAST CORP NEW CL A 3,051 New 52,217
GOOGLE INC CL A 3,010 New 5,650
CHARTER COMMUNICATIONS INC DEL CL A NEW 934 New 5,000
CBS CORP (CLASS B) CL B 10,789 -613 (5.38) 177,800
UNITED PARCEL SERVICE INC CL B 334 New 3,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 795 New 5,650
GOOGLE INC CL C 6,878 2,641 62.34 13,125
3M CO COM 822 -67 (7.55) 5,085
ACADIA PHARMACEUTICALS COM 21,970 57 .26 577,700
AERIE PHARMACEUTICALS INC COM 4,624 -34 (0.73) 135,400
ANTERO RES CORP COM 1,802 1,802 New 43,450
APPLE INC COM 22,396 -15 (0.07) 179,529
AT&T INC COM 6,160 919 17.54 189,477
AUSPEX PHARMACEUTICALS INC COM 639 639 New 6,350
BLACKROCK MUNI INTER DR FD INC COM 2,679 -153 (5.4) 184,000
BOEING CO COM 3,193 7 .21 21,345
BUNGE LIMITED COM 513 New 6,000
CABOT OIL & GAS CORP COM 5,013 -261 (4.96) 152,500
CARRIZO OIL & GAS INC COM 1,835 16 .89 34,150