Heard Capital LLC

Q3 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    20

  • Value ($000)

    $1,848,875

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FICO
FICO

FAIR ISAAC CORP

COM
303250104
$223.78 M
12 %

149,530

---

TRANSDIGM GROUP INC

COM
893641100
$206.56 M
11 %

156,723

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$195.47 M
11 %

1,016,365

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$194.40 M
11 %

1,458,695

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$188.42 M
10 %

1,032,918

BX
BX

BLACKSTONE INC

COM
09260D107
$185.45 M
10 %

1,085,430

JPX
JPX

AEROVIRONMENT INC

COM
008073108
$153.18 M
8 %

486,465

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$143.41 M
8 %

431,740

---

ELBIT SYS LTD

ORD
M3760D101
$110.04 M
6 %

215,840

ADBE
ADBE

ADOBE INC

COM
00724F101
$104.54 M
6 %

296,365

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