Heard Capital
Latest statistics and disclosures from Heard Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LRCX, TDG, PLTR, AMT, FICO, and represent 52.29% of Heard Capital's stock portfolio.
- Added to shares of these 9 stocks: PLTR (+$61M), ADBE (+$33M), FICO (+$32M), APO (+$19M), TDG (+$9.2M), BX (+$9.2M), QCOM, AMZN, EQIX.
- Reduced shares in these 9 stocks: ESLT (-$60M), LRCX (-$47M), TSAT (-$22M), AMT (-$8.7M), AXP, AVAV, PLD, MC, Iac Interactivecorp.
- Heard Capital was a net buyer of stock by $24M.
- Heard Capital has $1.9B in assets under management (AUM), dropping by -9.18%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lam Research Corp Com New (LRCX) | 11.8 | $229M | -17% | 1.1M | 213.66 |
|
| TransDigm Group Incorporated (TDG) | 10.7 | $207M | +4% | 179k | 1158.96 |
|
| Palantir Technologies Cl A (PLTR) | 10.0 | $193M | +46% | 1.3M | 146.28 |
|
| American Tower Reit (AMT) | 9.9 | $192M | -4% | 1.1M | 172.58 |
|
| Fair Isaac Corporation (FICO) | 9.8 | $191M | +20% | 178k | 1067.54 |
|
| Apollo Global Mgmt (APO) | 9.7 | $187M | +11% | 1.7M | 111.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 7.3 | $142M | +6% | 1.2M | 114.99 |
|
| AeroVironment (AVAV) | 6.8 | $132M | 721k | 183.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 5.6 | $108M | +44% | 444k | 243.08 |
|
| American Express Company (AXP) | 5.3 | $103M | 340k | 302.48 |
|
|
| Elbit Sys Ord (ESLT) | 4.8 | $92M | -39% | 108k | 849.09 |
|
| Anterix Inc. Atex (ATEX) | 3.4 | $66M | 1.7M | 38.19 |
|
|
| Moelis & Co Cl A (MC) | 2.9 | $56M | 980k | 57.00 |
|
|
| Telesat Corp Cl A & Cl B Shs (TSAT) | 1.1 | $22M | -50% | 611k | 36.20 |
|
| Equinix (EQIX) | 0.3 | $5.1M | 5.2k | 980.24 |
|
|
| Amazon (AMZN) | 0.2 | $3.8M | +8% | 18k | 208.27 |
|
| Qualcomm (QCOM) | 0.1 | $2.8M | +18% | 22k | 128.78 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $1.2M | 11k | 109.10 |
|
|
| Prologis (PLD) | 0.1 | $991k | -12% | 7.5k | 132.18 |
|
| Iac Com New | 0.0 | $941k | -8% | 24k | 40.03 |
|
| Charter Communications Cl A (CHTR) | 0.0 | $562k | 2.6k | 215.88 |
|
Past Filings by Heard Capital
SEC 13F filings are viewable for Heard Capital going back to 2019
- 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
- Heard Capital 2022 Q2 filed Aug. 12, 2022