Heard Capital LLC

Q1 2025 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    22

  • Value ($000)

    $1,683,504

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSDIGM GROUP INC

COM
893641100
$209.64M
13 %

151,552

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$175.69M
10 %

95,267

AMT
AMT

AMERICAN TOWER CORP NEW

COM
03027X100
$174.34M
10 %

801,212

BX
BX

BLACKSTONE INC

COM
09260D107
$153.81M
9 %

1,100,395

APO
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$152.99M
9 %

1,117,220

ADBE
ADBE

ADOBE INC

COM
00724F101
$150.11M
9 %

391,390

---

LAM RESEARCH CORP

COM NEW
512807306
$138.57M
8 %

1,906,105

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$108.28M
6 %

402,465

JPX
JPX

AEROVIRONMENT INC

COM
008073108
$100.04M
6 %

839,372

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$84.11M
5 %

996,513

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 22