Heard Capital
Latest statistics and disclosures from Heard Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDG, AMT, ADBE, BX, FICO, and represent 53.26% of Heard Capital's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$135M), PLTR (+$56M), TDG (+$46M), AMT (+$31M), AVAV (+$24M), APO (+$22M), FICO (+$12M), ADBE (+$6.8M), AXP, BLK.
- Started 3 new stock positions in LRCX, PLTR, BLK.
- Reduced shares in these 7 stocks: Lam Research Corporation (-$141M), PLD (-$108M), MC (-$71M), , BX (-$9.6M), GXO, TSAT.
- Sold out of its positions in BlackRock, GXO, Lam Research Corporation.
- Heard Capital was a net seller of stock by $-45M.
- Heard Capital has $1.7B in assets under management (AUM), dropping by -5.73%.
- Central Index Key (CIK): 0001796409
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Portfolio Holdings for Heard Capital
Heard Capital holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 12.7 | $213M | +27% | 168k | 1267.28 |
|
| American Tower Reit (AMT) | 10.5 | $176M | +21% | 958k | 183.41 |
|
| Adobe Systems Incorporated (ADBE) | 10.3 | $174M | +4% | 391k | 444.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 10.0 | $169M | -5% | 978k | 172.42 |
|
| Fair Isaac Corporation (FICO) | 9.7 | $164M | +8% | 82k | 1990.93 |
|
| Apollo Global Mgmt (APO) | 8.7 | $147M | +18% | 889k | 165.16 |
|
| Lam Research Corp Com New (LRCX) | 8.0 | $135M | NEW | 1.9M | 72.23 |
|
| AeroVironment (AVAV) | 6.9 | $115M | +26% | 750k | 153.89 |
|
| American Express Company (AXP) | 6.7 | $113M | 381k | 296.79 |
|
|
| Moelis & Co Cl A (MC) | 3.7 | $62M | -53% | 842k | 73.88 |
|
| Elbit Sys Ord (ESLT) | 3.4 | $58M | +2% | 223k | 258.07 |
|
| Palantir Technologies Cl A (PLTR) | 3.3 | $56M | NEW | 740k | 75.63 |
|
| Anterix Inc. Atex (ATEX) | 3.2 | $54M | 1.8M | 30.67 |
|
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 1.7 | $28M | -2% | 1.7M | 16.44 |
|
| Prologis (PLD) | 0.2 | $3.7M | -96% | 35k | 105.70 |
|
| Amazon (AMZN) | 0.2 | $3.6M | 16k | 219.39 |
|
|
| Equinix (EQIX) | 0.2 | $3.6M | 3.8k | 942.89 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.2M | 15k | 153.62 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $2.0M | 11k | 177.03 |
|
|
| Blackrock (BLK) | 0.1 | $1.4M | NEW | 1.4k | 1025.11 |
|
| Iac Com New (IAC) | 0.1 | $919k | 21k | 43.14 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $782k | +40% | 2.3k | 342.77 |
|
Past Filings by Heard Capital
SEC 13F filings are viewable for Heard Capital going back to 2019
- Heard Capital 2024 Q4 filed Feb. 14, 2025
- Heard Capital 2024 Q3 filed Nov. 14, 2024
- Heard Capital 2024 Q2 filed Aug. 13, 2024
- Heard Capital 2024 Q1 filed May 13, 2024
- Heard Capital 2023 Q3 filed Nov. 13, 2023
- Heard Capital 2023 Q2 filed Aug. 11, 2023
- Heard Capital 2023 Q1 filed May 4, 2023
- Heard Capital 2022 Q4 filed Feb. 13, 2023
- Heard Capital 2022 Q3 filed Nov. 14, 2022
- Heard Capital 2022 Q2 filed Aug. 12, 2022
- Heard Capital 2022 Q1 filed May 13, 2022
- Heard Capital 2021 Q4 filed Feb. 14, 2022
- Heard Capital 2021 Q3 filed Nov. 15, 2021
- Heard Capital 2021 Q2 filed Aug. 16, 2021
- Heard Capital 2021 Q1 filed May 17, 2021
- Heard Capital 2020 Q4 filed Feb. 16, 2021