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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001796409
Total reported value
$2.3B
$2.3B
22 檔
36.3%
In Q2 2024, Heard Capital LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 22 disclosed stock positions.
During Q2 2024, Heard Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AMT, ADBE, BX) accounted for 36.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | Stock-Real Estate | 12.02% | -4.29% | +7.02% | |
| 2 | ADBE | Adobe Inc | Stock-Tech | 11.99% | -5.52% | +9.28% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 9.49% | -1.20% | +5.77% | |
| 4 | TDG | Transdigm Group Inc | Stock-Industrials | 9.29% | -0.08% | -12.28% | |
| 5 | FICO | Fair Isaac CORP | Stock-Tech | 8.97% | +0.15% | -11.07% | |
| 6 | PLD | Prologis Inc | Stock-Real Estate | 7.57% | -0.01% | +8.64% | |
| 7 | MC | Moelis & Co - Class A | Stock-Financials | 7.46% | -0.15% | +1.59% | |
| 8 | LRCXEUR | Lam Research CORP | Stock-Tech | 6.80% | — | -0.38% | |
| 9 | AXP | American Express Co | Stock-Financials | 5.33% | -0.40% | -4.57% | |
| 10 | AVAV | Aerovironment Inc | Stock-Industrials | 5.24% | -0.44% | -16.41% | |
| 11 | APO | Apollo Global Management Inc | Stock-Financials | 4.68% | -1.13% | -2.11% | |
| 12 | ATEX | Anterix Inc | Stock-Other | 4.28% | +4.17% | +2.09% | |
| 13 | BLKCHF | Blackrock Inc | Stock-Other | 2.86% | — | -1.23% | |
| 14 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 2.24% | -0.51% | +17.24% | |
| 15 | TSAT | Telesat CORP | Stock-Other | 0.98% | -1.13% | +0.20% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | +47.61% | |
| 17 | EQIX | Equinix Inc | Stock-Real Estate | 0.18% | -0.03% | +30.91% | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 0.16% | -0.04% | +23.00% | |
| 19 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.09% | — | — | |
| 20 | ARES | Ares Management CORP - A | Stock-Financials | 0.09% | -0.01% | -10.44% | |
| 21 | PPLI | People Inc | Stock-Comm Services | 0.06% | -0.05% | EXIT | |
| 22 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.03% | -0.03% | EXIT |
According to official SEC Form 13F filings, Heard Capital LLC reported a total U.S. public equity portfolio value of $2.3B across 22 disclosed positions in Q2 2024.
During Q2 2024, Heard Capital LLC's top holdings by market value included AMT (12.0%)、ADBE (12.0%)、BX (9.5%). The largest single position, AMT, represented 12.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Heard Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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