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CIK: 0001796409
Total reported value
$2.3B
$2.3B
22 檔
37.4%
According to the latest 13F quarterly dataset, Heard Capital LLC managed an equity portfolio of $2.3B at the end of Q3 2024, spanning 22 distinct U.S. exchange-listed positions.
In Q3 2024, Heard Capital LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | Stock-Tech | 10.91% | -5.52% | +6.29% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 10.58% | -0.08% | +10.97% | |
| 3 | AMT | American Tower CORP | Stock-Real Estate | 10.30% | -4.29% | -22.04% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 8.87% | -1.20% | -17.80% | |
| 5 | FICO | Fair Isaac CORP | Stock-Tech | 8.30% | +0.15% | -22.88% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 7.91% | — | +65.26% | |
| 7 | PLD | Prologis Inc | Stock-Real Estate | 7.47% | -0.01% | -4.45% | |
| 8 | MC | Moelis & Co - Class A | Stock-Financials | 6.91% | -0.15% | -16.38% | |
| 9 | AVAV | Aerovironment Inc | Stock-Industrials | 6.66% | -0.44% | +25.54% | |
| 10 | AXP | American Express Co | Stock-Financials | 5.69% | -0.40% | -0.86% | |
| 11 | APO | Apollo Global Management Inc | Stock-Financials | 5.28% | -1.13% | +16.00% | |
| 12 | ATEX | Anterix Inc | Stock-Other | 3.70% | +4.17% | -1.16% | |
| 13 | BLKCHF | Blackrock Inc | Stock-Other | 2.91% | — | -8.42% | |
| 14 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 2.45% | -0.51% | +4.83% | |
| 15 | TSAT | Telesat CORP | Stock-Other | 1.30% | -1.13% | -0.78% | |
| 16 | EQIX | Equinix Inc | Stock-Real Estate | 0.19% | -0.03% | -1.55% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | -0.01% | — | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | -0.04% | +12.25% | |
| 19 | ARES | Ares Management CORP - A | Stock-Financials | 0.10% | -0.01% | — | |
| 20 | GXO | Gxo Logistics Inc | Stock-Industrials | 0.09% | — | — | |
| 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 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVAV | Aerovironment Inc | +1.4% | +25.54% | Add |
| 2 | TDG | Transdigm Group Inc | +1.3% | +10.97% | Add |
| 3 | LRCXEUR | Lam Research CORP | +1.1% | +65.26% | Add |
| 4 | APO | Apollo Global Management Inc | +0.6% | +16.00% | Add |
| 5 | AXP | American Express Co | +0.4% | -0.86% | Trim |
| 6 | TSAT | Telesat CORP | +0.3% | -0.78% | Trim |
| 7 | ESLT | Elbit Systems Ltd. | +0.2% | +4.83% | Add |
| 8 | BLKCHF | Blackrock Inc | +0.1% | -8.42% | Trim |
| 9 | EQIX | Equinix Inc | 0% | -1.55% | Trim |
| 10 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 11 | PPLI | People Inc | — | — | Unchanged |
| 12 | GXO | Gxo Logistics Inc | — | — | Unchanged |
| 13 | CHTR | Charter Communications Inc-a | — | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 15 | QCOM | Qualcomm Inc | 0% | +12.25% | Add |
| 16 | PLD | Prologis Inc | -0.1% | -4.45% | Trim |
| 17 | MC | Moelis & Co - Class A | -0.6% | -16.38% | Trim |
| 18 | ATEX | Anterix Inc | -0.6% | -1.16% | Trim |
| 19 | BX | Blackstone Inc | -0.6% | -17.80% | Trim |
| 20 | FICO | Fair Isaac CORP | -0.7% | -22.88% | Trim |
| 21 | ADBE | Adobe Inc | -1.1% | +6.29% | Add |
| 22 | AMT | American Tower CORP | -1.7% | -22.04% | Trim |
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 Q3 2024.
During Q3 2024, Heard Capital LLC's top holdings by market value included ADBE (10.9%)、TDG (10.6%)、AMT (10.3%). The largest single position, ADBE, represented 10.9% 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 terms of portfolio concentration, the top 5 core holdings (including ADBE, TDG, AMT) accounted for 37.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
AMT
前期市值: $197.0M
In Q3 2024, Heard Capital LLC made 17 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 10 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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