Heard Capital LLC

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    22

  • Value ($000)

    $1,681,472

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSDIGM GROUP INC

COM
893641100
$213.44M
13 %

168,421

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$175.72M
11 %

958,078

ADBE
ADBE

ADOBE INC

COM
00724F101
$173.97M
10 %

391,214

BX
BX

BLACKSTONE INC

COM
09260D107
$168.58M
10 %

977,730

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$163.92M
10 %

82,335

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$146.88M
9 %

889,317

---

LAM RESEARCH CORP

COM NEW
512807306
$134.55M
8 %

1,862,760

JPX
JPX

AEROVIRONMENT INC

COM
008073108
$115.45M
7 %

750,200

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$113.12M
7 %

381,130

MC
MC

MOELIS & CO

CL A
60786M105
$62.20M
4 %

841,970

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