Heard Capital LLC — 13F Holdings & Portfolio

CIK 1796409 · latest 13F-HR filed 2026-05-15

Heard Capital LLC manages $1.93B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LRCX (11.83%), TDG (10.70%), PLTR (10.00%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 3, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.93B

Long-equity book

Holdings

21

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑3 / ↓14

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PALANTIR TECHNOLOGIES INC$32.8M +20.4%
  • ANTERIX INC$28.1M +74.9%
  • EQUINIX INC$1.1M +29.3%
Show all 3

Top Trims

  • FAIR ISAAC CORP-$60.4M -24.1%
  • AEROVIRONMENT INC-$42.6M -24.4%
  • BLACKSTONE INC-$36.0M -20.2%
  • APOLLO GLOBAL MGMT INC-$31.5M -14.4%
  • AMERICAN EXPRESS CO-$25.3M -19.7%
Show all 14

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LAM RESEARCH CORP LRCX 512807306 $228.8M 11.83% 1,070,880 SH
2 TRANSDIGM GROUP INC TDG 893641100 $207.0M 10.70% 178,610 SH
3 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $193.3M 10.00% 1,321,745 SH
4 AMERICAN TOWER CORP AMT 03027X100 $191.9M 9.92% 1,112,105 SH
5 FAIR ISAAC CORP FICO 303250104 $190.5M 9.85% 178,410 SH
6 APOLLO GLOBAL MGMT INC APO 03769M106 $187.4M 9.69% 1,681,520 SH
7 BLACKSTONE INC BX 09260D107 $141.8M 7.33% 1,232,890 SH
8 AEROVIRONMENT INC AVAV 008073108 $132.0M 6.83% 721,352 SH
9 ADOBE INC ADBE 00724F101 $108.0M 5.58% 444,325 SH
10 AMERICAN EXPRESS CO AXP 025816109 $102.8M 5.31% 339,827 SH
11 ELBIT SYS LTD ESLT M3760D101 $92.0M 4.76% 108,391 SH
12 ANTERIX INC ATEX 03676C100 $65.6M 3.39% 1,716,738 SH
13 MOELIS & CO MC 60786M105 $55.8M 2.89% 979,810 SH
14 TELESAT CORP TSAT 879512309 $22.1M 1.14% 610,570 SH
15 EQUINIX INC EQIX 29444U700 $5.1M 0.26% 5,160 SH
16 AMAZON COM INC AMZN 023135106 $3.8M 0.19% 18,060 SH
17 QUALCOMM INC QCOM 747525103 $2.8M 0.14% 21,620 SH
18 ARES MANAGEMENT CORPORATION ARES 03990B101 $1.2M 0.06% 11,150 SH
19 PROLOGIS INC. PLD 74340W103 $991.4K 0.05% 7,500 SH
20 IAC INC IAC 44891N208 $941.0K 0.05% 23,507 SH
21 CHARTER COMMUNICATIONS INC CHTR 16119P108 $561.7K 0.03% 2,602 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.93B 21 0001172661-26-002072
2025-12-31 2026-02-17 $2.13B 21 0001172661-26-000827
2025-09-30 2025-11-14 $2.06B 21 0001172661-25-004995