Heard Capital
Latest statistics and disclosures from Heard Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FICO, TDG, LRCX, APO, AMT, and represent 52.68% of Heard Capital's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$221M), AVAV (+$57M), AMT (+$26M), TDG (+$19M), MC (+$16M), BX (+$10M), APO (+$7.7M), ADBE, QCOM, EQIX.
- Started 1 new stock position in LRCX.
- Reduced shares in these 5 stocks: AXP (-$32M), PLTR (-$23M), ESLT (-$22M), TSAT (-$7.1M), FICO.
- Heard Capital was a net buyer of stock by $276M.
- Heard Capital has $2.1B in assets under management (AUM), dropping by 15.20%.
- Central Index Key (CIK): 0001796409
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Portfolio Holdings for Heard Capital
Heard Capital holds 21 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 11.8 | $251M | 148k | 1690.62 |
|
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| TransDigm Group Incorporated (TDG) | 10.7 | $227M | +8% | 171k | 1329.85 |
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| Lam Research Corp Com New (LRCX) | 10.4 | $221M | NEW | 1.3M | 171.18 |
|
| Apollo Global Mgmt (APO) | 10.3 | $219M | +3% | 1.5M | 144.76 |
|
| American Tower Reit (AMT) | 9.6 | $204M | +14% | 1.2M | 175.57 |
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| Blackstone Group Inc Com Cl A (BX) | 8.3 | $178M | +6% | 1.2M | 154.14 |
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| AeroVironment (AVAV) | 8.2 | $175M | +48% | 722k | 241.89 |
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| Palantir Technologies Cl A (PLTR) | 7.5 | $161M | -12% | 903k | 177.75 |
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| American Express Company (AXP) | 6.0 | $128M | -19% | 346k | 369.95 |
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| Adobe Systems Incorporated (ADBE) | 5.1 | $108M | +3% | 308k | 349.99 |
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| Elbit Sys Ord (ESLT) | 4.8 | $103M | -17% | 179k | 577.71 |
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| Moelis & Co Cl A (MC) | 3.2 | $68M | +29% | 982k | 68.74 |
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| Anterix Inc. Atex (ATEX) | 1.8 | $38M | 1.7M | 21.83 |
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| Telesat Corp Cl A & Cl B Shs (TSAT) | 1.7 | $36M | -16% | 1.2M | 29.10 |
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| Equinix (EQIX) | 0.2 | $3.9M | +9% | 5.1k | 766.16 |
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| Amazon (AMZN) | 0.2 | $3.8M | 17k | 230.82 |
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| Qualcomm (QCOM) | 0.1 | $3.1M | +26% | 18k | 171.05 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.8M | 11k | 161.63 |
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| Prologis (PLD) | 0.1 | $1.1M | 8.6k | 127.66 |
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| Iac Com New (IAC) | 0.0 | $999k | +19% | 26k | 39.10 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $543k | +14% | 2.6k | 208.75 |
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Past Filings by Heard Capital
SEC 13F filings are viewable for Heard Capital going back to 2019
- Heard Capital 2025 Q4 filed Feb. 17, 2026
- Heard Capital 2025 Q3 filed Nov. 14, 2025
- Heard Capital 2025 Q3 amended filed Nov. 14, 2025
- Heard Capital 2025 Q2 filed Aug. 14, 2025
- Heard Capital 2025 Q1 filed May 15, 2025
- 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