Heard Capital
Latest statistics and disclosures from Heard Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LRCX, TDG, FICO, APO, ATEX, and represent 50.80% of Heard Capital's stock portfolio.
- Added to shares of these 8 stocks: BE (+$136M), MRVL (+$133M), AVAV (+$30M), FICO (+$21M), ESLT (+$17M), TDG (+$10M), PLTR (+$7.9M), APO.
- Started 2 new stock positions in BE, MRVL.
- Reduced shares in these 9 stocks: LRCX (-$136M), ADBE (-$90M), AMT (-$50M), TSAT (-$31M), BX, QCOM, Iac Interactivecorp, CHTR, AXP.
- Sold out of its positions in CHTR, Iac Interactivecorp.
- Heard Capital was a net buyer of stock by $45M.
- Heard Capital has $2.3B in assets under management (AUM), dropping by 20.79%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lam Research Corp Com New (LRCX) | 14.1 | $328M | -29% | 758k | 433.33 |
|
| TransDigm Group Incorporated (TDG) | 10.6 | $248M | +4% | 186k | 1332.04 |
|
| Fair Isaac Corporation (FICO) | 10.0 | $234M | +9% | 196k | 1194.78 |
|
| Apollo Global Mgmt (APO) | 8.6 | $200M | 1.7M | 118.31 |
|
|
| Anterix Inc. Atex (ATEX) | 7.6 | $177M | 1.7M | 102.94 |
|
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| Palantir Technologies Cl A (PLTR) | 6.9 | $162M | +5% | 1.4M | 116.67 |
|
| AeroVironment (AVAV) | 6.4 | $149M | +25% | 904k | 165.07 |
|
| Blackstone Group Inc Com Cl A (BX) | 6.1 | $143M | 1.2M | 117.67 |
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| Bloom Energy Corp Com Cl A (BE) | 5.8 | $136M | NEW | 449k | 302.70 |
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| Marvell Technology (MRVL) | 5.7 | $133M | NEW | 448k | 297.89 |
|
| American Tower Reit (AMT) | 5.6 | $132M | -27% | 805k | 163.57 |
|
| American Express Company (AXP) | 4.9 | $115M | 339k | 338.25 |
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| Elbit Sys Ord (ESLT) | 4.2 | $99M | +20% | 131k | 758.72 |
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| Moelis & Co Cl A (MC) | 2.7 | $64M | 980k | 65.42 |
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| Equinix (EQIX) | 0.2 | $5.4M | 5.2k | 1042.39 |
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| Amazon (AMZN) | 0.2 | $4.3M | 18k | 238.34 |
|
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| Qualcomm (QCOM) | 0.1 | $2.3M | -41% | 13k | 184.79 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -98% | 6.7k | 205.02 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.2M | 11k | 111.31 |
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| Prologis (PLD) | 0.0 | $1.0M | 7.5k | 135.47 |
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| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.0 | $221k | -99% | 4.4k | 50.62 |
|
Past Filings by Heard Capital
SEC 13F filings are viewable for Heard Capital going back to 2019
- Heard Capital 2026 Q2 filed Aug. 11, 2026
- Heard Capital 2026 Q1 filed May 15, 2026
- 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