13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001796409
Total reported value
$2.3B
$2.3B
21 檔
48.0%
At the close of Q4 2025, Heard Capital LLC disclosed equity holdings valued at approximately $2.3B, spread across 21 reported holdings.
In Q4 2025, Heard Capital LLC displayed an active expansion posture, initiating 0 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FICO, TDG, LRCX) accounted for 48.0% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
FICO
前期市值: $223.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | Stock-Tech | 11.78% | +0.15% | -0.76% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 10.65% | -0.08% | +8.87% | |
| 3 | LRCX | Lam Research CORP | Stock-Tech | 10.39% | +2.22% | -18.46% | |
| 4 | APO | Apollo Global Management Inc | Stock-Financials | 10.28% | -1.13% | +3.66% | |
| 5 | AMT | American Tower CORP | Stock-Real Estate | 9.58% | -4.29% | +14.37% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 8.34% | -1.20% | +6.23% | |
| 7 | AVAV | Aerovironment Inc | Stock-Industrials | 8.20% | -0.44% | +48.45% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.54% | -3.06% | -12.57% | |
| 9 | AXP | American Express Co | Stock-Financials | 6.01% | -0.40% | -19.83% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 5.06% | -5.52% | +3.93% | |
| 11 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 4.84% | -0.51% | -17.27% | |
| 12 | MC | Moelis & Co - Class A | Stock-Financials | 3.17% | -0.15% | +29.74% | |
| 13 | ATEX | Anterix Inc | Stock-Other | 1.76% | +4.17% | — | |
| 14 | TSAT | Telesat CORP | Stock-Other | 1.68% | -1.13% | -16.64% | |
| 15 | EQIX | Equinix Inc | Stock-Real Estate | 0.18% | -0.03% | +9.71% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.01% | +0.73% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | -0.04% | +26.04% | |
| 18 | ARES | Ares Management CORP - A | Stock-Financials | 0.08% | -0.01% | — | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 0.05% | -0.01% | — | |
| 20 | PPLI | People Inc | Stock-Comm Services | 0.05% | -0.05% | EXIT | |
| 21 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.03% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FICO | Fair Isaac CORP | +0.9% | -0.76% | Trim |
| 2 | APO | Apollo Global Management Inc | +0.9% | +3.66% | Add |
| 3 | AVAV | Aerovironment Inc | +0.8% | +48.45% | Add |
| 4 | TDG | Transdigm Group Inc | +0.6% | +8.87% | Add |
| 5 | MC | Moelis & Co - Class A | +0.6% | +29.74% | Add |
| 6 | AMT | American Tower CORP | +0.1% | +14.37% | Add |
| 7 | LRCX | Lam Research CORP | +0.1% | -18.46% | Trim |
| 8 | QCOM | Qualcomm Inc | 0% | +26.04% | Add |
| 9 | PPLI | People Inc | 0% | +19.95% | Add |
| 10 | EQIX | Equinix Inc | — | +9.71% | Add |
| 11 | AMZN | Amazon.com Inc | — | +0.73% | Add |
| 12 | PLD | Prologis Inc | — | — | Unchanged |
| 13 | CHTR | Charter Communications Inc-a | — | +14.02% | Add |
| 14 | ADBE | Adobe Inc | 0% | +3.93% | Add |
| 15 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 16 | ATEX | Anterix Inc | 0% | — | Unchanged |
| 17 | TSAT | Telesat CORP | -0.2% | -16.64% | Trim |
| 18 | ESLT | Elbit Systems Ltd. | -0.5% | -17.27% | Trim |
| 19 | BX | Blackstone Inc | -0.7% | +6.23% | Add |
| 20 | AXP | American Express Co | -1% | -19.83% | Trim |
| 21 | PLTR | Palantir Technologies Inc-a | -1.6% | -12.57% | Trim |
According to official SEC Form 13F filings, Heard Capital LLC reported a total U.S. public equity portfolio value of $2.3B across 21 disclosed positions in Q4 2025.
During Q4 2025, Heard Capital LLC's top holdings by market value included FICO (11.8%)、TDG (10.7%)、LRCX (10.4%). The largest single position, FICO, represented 11.8% of total portfolio value.
In Q4 2025, Heard Capital LLC made 18 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 6 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.