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CIK: 0001796409
Total reported value
$2.3B
$2.3B
22 檔
38.3%
During the Q4 2024 filing period, Heard Capital LLC (CIK: 0001796409) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 22 reported positions.
In Q4 2024, Heard Capital LLC displayed an active expansion posture, initiating 3 new positions and adding to 9 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDG | Transdigm Group Inc | Stock-Industrials | 12.69% | -0.08% | +27.39% | |
| 2 | AMT | American Tower CORP | Stock-Real Estate | 10.45% | -4.29% | +21.23% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 10.35% | -5.52% | +4.07% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 10.03% | -1.20% | -5.37% | |
| 5 | FICO | Fair Isaac CORP | Stock-Tech | 9.75% | +0.15% | +8.14% | |
| 6 | APO | Apollo Global Management Inc | Stock-Financials | 8.74% | -1.13% | +18.02% | |
| 7 | LRCX | Lam Research CORP | Stock-Tech | 8.00% | +2.22% | — | |
| 8 | AVAV | Aerovironment Inc | Stock-Industrials | 6.87% | -0.44% | +26.69% | |
| 9 | AXP | American Express Co | Stock-Financials | 6.73% | -0.40% | +1.93% | |
| 10 | MC | Moelis & Co - Class A | Stock-Financials | 3.70% | -0.15% | -53.18% | |
| 11 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 3.42% | -0.51% | +2.10% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.33% | -3.06% | — | |
| 13 | ATEX | Anterix Inc | Stock-Other | 3.20% | +4.17% | — | |
| 14 | TSAT | Telesat CORP | Stock-Other | 1.68% | -1.13% | -2.35% | |
| 15 | PLD | Prologis Inc | Stock-Real Estate | 0.22% | -0.01% | -96.69% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.01% | — | |
| 17 | EQIX | Equinix Inc | Stock-Real Estate | 0.21% | -0.03% | — | |
| 18 | QCOM | Qualcomm Inc | Stock-Tech | 0.13% | -0.04% | — | |
| 19 | ARES | Ares Management CORP - A | Stock-Financials | 0.12% | -0.01% | — | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 0.09% | — | — | |
| 21 | PPLI | People Inc | Stock-Comm Services | 0.05% | -0.05% | EXIT | |
| 22 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.05% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +8% | NEW | New buy |
| 2 | APO | Apollo Global Management Inc | +3.5% | +18.02% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +3.3% | NEW | New buy |
| 4 | TDG | Transdigm Group Inc | +2.1% | +27.39% | Add |
| 5 | FICO | Fair Isaac CORP | +1.5% | +8.14% | Add |
| 6 | BX | Blackstone Inc | +1.2% | -5.37% | Trim |
| 7 | AXP | American Express Co | +1% | +1.93% | Add |
| 8 | ESLT | Elbit Systems Ltd. | +1% | +2.10% | Add |
| 9 | TSAT | Telesat CORP | +0.4% | -2.35% | Trim |
| 10 | AVAV | Aerovironment Inc | +0.2% | +26.69% | Add |
| 11 | AMT | American Tower CORP | +0.2% | +21.23% | Add |
| 12 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 14 | CHTR | Charter Communications Inc-a | 0% | +40.00% | Add |
| 15 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 16 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 17 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 18 | PPLI | People Inc | 0% | — | Unchanged |
| 19 | GXO | Gxo Logistics Inc | -0.1% | EXIT | Sold out |
| 20 | ATEX | Anterix Inc | -0.5% | — | Unchanged |
| 21 | ADBE | Adobe Inc | -0.6% | +4.07% | Add |
| 22 | BLKCHF | Blackrock Inc | -2.9% | EXIT | Sold out |
| 23 | MC | Moelis & Co - Class A | -3.2% | -53.18% | Trim |
| 24 | PLD | Prologis Inc | -7.3% | -96.69% | Trim |
| 25 | LRCXEUR | Lam Research CORP | -7.9% | EXIT | Sold out |
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 Q4 2024.
During Q4 2024, Heard Capital LLC's top holdings by market value included TDG (12.7%)、AMT (10.4%)、ADBE (10.3%). The largest single position, TDG, represented 12.7% 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 TDG, AMT, ADBE) accounted for 38.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $134.5M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $141.1M
In Q4 2024, Heard Capital LLC made 19 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 4 holdings, and fully liquidating 3 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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