Universe · entity
Heard Capital LLC
Institutional manager (13F) · CIK 1796409
13F holdings · as of 2026-03-31 · top 21 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | LAM RESEARCH CORP | $229M | 1,070,880 |
| 2 | TRANSDIGM GROUP INC | $207M | 178,610 |
| 3 | PALANTIR TECHNOLOGIES INC | $193M | 1,321,745 |
| 4 | AMERICAN TOWER CORP | $192M | 1,112,105 |
| 5 | FAIR ISAAC CORP | $190M | 178,410 |
| 6 | APOLLO GLOBAL MGMT INC | $187M | 1,681,520 |
| 7 | BLACKSTONE INC | $142M | 1,232,890 |
| 8 | AEROVIRONMENT INC | $132M | 721,352 |
| 9 | ADOBE INC | $108M | 444,325 |
| 10 | AMERICAN EXPRESS CO | $103M | 339,827 |
| 11 | ELBIT SYS LTD | $92M | 108,391 |
| 12 | ANTERIX INC | $66M | 1,716,738 |
| 13 | MOELIS & CO | $56M | 979,810 |
| 14 | TELESAT CORP | $22M | 610,570 |
| 15 | EQUINIX INC | $5M | 5,160 |
| 16 | AMAZON COM INC | $4M | 18,060 |
| 17 | QUALCOMM INC | $3M | 21,620 |
| 18 | ARES MANAGEMENT CORPORATION | $1M | 11,150 |
| 19 | PROLOGIS INC. | $991k | 7,500 |
| 20 | IAC INC | $941k | 23,507 |
| 21 | CHARTER COMMUNICATIONS INC | $562k | 2,602 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.