Heard Capital
Latest statistics and disclosures from Heard Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FICO, TDG, AMT, APO, PLTR, and represent 54.55% of Heard Capital's stock portfolio.
- Added to shares of these 7 stocks: FICO (+$67M), PLTR (+$37M), AMT (+$37M), TDG (+$30M), APO (+$25M), AXP (+$15M), ESLT (+$10M).
- Reduced shares in these 6 stocks: LRCX (-$171M), ADBE (-$57M), AVAV (-$21M), BX (-$13M), MC (-$12M), TSAT.
- Sold out of its position in LRCX.
- Heard Capital was a net seller of stock by $-53M.
- Heard Capital has $1.8B in assets under management (AUM), dropping by -3.41%.
- Central Index Key (CIK): 0001796409
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Portfolio Holdings for Heard Capital
Heard Capital holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 12.1 | $224M | +42% | 150k | 1496.53 |
|
| TransDigm Group Incorporated (TDG) | 11.2 | $207M | +16% | 157k | 1318.02 |
|
| American Tower Reit (AMT) | 10.6 | $196M | +23% | 1.0M | 192.32 |
|
| Apollo Global Mgmt (APO) | 10.5 | $194M | +14% | 1.5M | 133.27 |
|
| Palantir Technologies Cl A (PLTR) | 10.2 | $188M | +24% | 1.0M | 182.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 10.0 | $185M | -6% | 1.1M | 170.85 |
|
| AeroVironment (AVAV) | 8.3 | $153M | -12% | 487k | 314.89 |
|
| American Express Company (AXP) | 7.8 | $143M | +11% | 432k | 332.16 |
|
| Elbit Sys Ord (ESLT) | 6.0 | $110M | +10% | 216k | 509.80 |
|
| Adobe Systems Incorporated (ADBE) | 5.7 | $105M | -35% | 296k | 352.75 |
|
| Moelis & Co Cl A (MC) | 2.9 | $54M | -17% | 757k | 71.32 |
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 2.1 | $39M | -2% | 1.5M | 26.50 |
|
| Anterix Inc. Atex (ATEX) | 2.0 | $37M | 1.7M | 21.47 |
|
|
| Equinix (EQIX) | 0.2 | $3.6M | 4.7k | 783.24 |
|
|
| Amazon (AMZN) | 0.2 | $3.6M | 17k | 219.57 |
|
|
| Qualcomm (QCOM) | 0.1 | $2.4M | 15k | 166.36 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.8M | 11k | 159.89 |
|
|
| Prologis (PLD) | 0.1 | $985k | 8.6k | 114.52 |
|
|
| Iac Com New (IAC) | 0.0 | $726k | 21k | 34.07 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $628k | 2.3k | 275.10 |
|
Past Filings by Heard Capital
SEC 13F filings are viewable for Heard Capital going back to 2019
- 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
- Heard Capital 2021 Q4 filed Feb. 14, 2022