Heard Capital LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    chicago, IL
  • CIK
    0001796409
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

22

$1.68 B
TRANSDIGM GROUP INC, FICO, AMT, BX
13F-HR
May 15, 2025
000117266125001980

22

$1.68 B
TRANSDIGM GROUP INC, AMT, ADBE, BX
13F-HR
Feb 14, 2025
000117266125000903

22

$1.78 B
ADBE, TRANSDIGM GROUP INC, AMT, BX
13F-HR
Nov 14, 2024
000117266124004756

22

$1.64 B
AMT, ADBE, BX, TRANSDIGM GROUP INC
13F-HR
Aug 13, 2024
000117266124003299

24

$1.60 B
AMT, TRANSDIGM GROUP INC, ADBE, BX
13F-HR
May 13, 2024
000117266124002233

26

$1.51 B
AMT, BX, ADBE, TRANSDIGM GROUP INC
13F-HR
Feb 13, 2024
000117266124000769

26

$1.36 B
AMT, ADBE, TRANSDIGM GROUP INC, BX
13F-HR
Nov 13, 2023
000117266123003786

26

$1.32 B
AMT, ADBE, TRANSDIGM GROUP INC, BX
13F-HR
Aug 11, 2023
000117266123002900

28

$1.21 B
AMT, ADBE, TRANSDIGM GROUP INC, BX
13F-HR
May 4, 2023
000117266123001842

28

$939.11 M
TRANSDIGM GROUP INC, ADBE, AMT, BX
13F-HR
Feb 13, 2023
000117266123000685

34

$854.65 M
TRANSDIGM GROUP INC, BX, ADBE, FICO
13F-HR
Nov 14, 2022
000117266122002371

31

$932.64 M
ADBE, FICO, TRANSDIGM GROUP INC, BX
13F-HR
Aug 12, 2022
000117266122001805

40

$1.09 B
ADBE, BX, AMT, BLK
13F-HR
May 13, 2022
000179640922000011

45

$639.68 M
FICO, BX, TRANSDIGM GROUP INC, AMT
13F-HR
Feb 14, 2022
000179640922000002

36

$515.82 M
FICO, TRANSDIGM GROUP INC, BX, BLK
13F-HR
Nov 15, 2021
000179640921000005

47

$441.47 M
TRANSDIGM GROUP INC, BX, ADBE, AMT
13F-HR
Aug 16, 2021
000179640921000004

41

$356.80 M
BX, AMT, TRANSDIGM GROUP INC, FICO
13F-HR
May 17, 2021
000176875721000005

49

$301.09 M
AMT, TRANSDIGM GROUP INC, BX, FICO
13F-HR
Feb 16, 2021
000179640921000003

44

$242.97 M
BX, FICO, TRANSDIGM GROUP INC, AMT
13F-HR
Oct 29, 2020
000179640920000004

36

$203.78 M
BX, LRCX, TRANSDIGM GROUP INC, AMT
13F-HR
Jul 27, 2020
000179640920000003

31

$168.05 M
BX, NOC, FICO, TRANSDIGM GROUP INC
13F-HR
May 22, 2020
000179640920000002

34

$212.02 M
BX, TRANSDIGM GROUP INC, AMT, NOC
13F-HR
Feb 11, 2020
000179640920000001