Heard Capital LLC

Q2 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    21

  • Value ($000)

    $1,914,140

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001796409
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSDIGM GROUP INC

COM
893641100
$204.26 M
11 %

134,327

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$191.43 M
10 %

104,724

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$182.39 M
10 %

825,210

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$180.88 M
9 %

1,274,970

ADBE
ADBE

ADOBE INC

COM
00724F101
$176.93 M
9 %

457,332

BX
BX

BLACKSTONE INC

COM
09260D107
$173.47 M
9 %

1,159,720

---

LAM RESEARCH CORP

COM NEW
512807306
$170.56 M
9 %

1,752,190

JPX
JPX

AEROVIRONMENT INC

COM
008073108
$157.58 M
8 %

553,025

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$123.12 M
6 %

385,995

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$113.01 M
6 %

828,990

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