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CIK: 0001796409
Total reported value
$2.3B
$2.3B
21 檔
43.3%
During the Q1 2026 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 21 reported positions.
During Q1 2026, Heard Capital LLC performed routine portfolio adjustments (0 new buys, 9 additions, 9 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | Stock-Tech | 11.83% | +2.22% | -17.16% | |
| 2 | TDG | Transdigm Group Inc | Stock-Industrials | 10.70% | -0.08% | +4.68% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 10.00% | -3.06% | +46.35% | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 9.92% | -4.29% | -4.33% | |
| 5 | FICO | Fair Isaac CORP | Stock-Tech | 9.85% | +0.15% | +20.22% | |
| 6 | APO | Apollo Global Management Inc | Stock-Financials | 9.69% | -1.13% | +11.21% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 7.33% | -1.20% | +6.93% | |
| 8 | AVAV | Aerovironment Inc | Stock-Industrials | 6.83% | -0.44% | -0.11% | |
| 9 | ADBE | Adobe Inc | Stock-Tech | 5.58% | -5.52% | +44.26% | |
| 10 | AXP | American Express Co | Stock-Financials | 5.31% | -0.40% | -1.82% | |
| 11 | ESLT | Elbit Systems Ltd. | Stock-Industrials | 4.76% | -0.51% | -39.30% | |
| 12 | ATEX | Anterix Inc | Stock-Other | 3.39% | +4.17% | — | |
| 13 | MC | Moelis & Co - Class A | Stock-Financials | 2.89% | -0.15% | -0.17% | |
| 14 | TSAT | Telesat CORP | Stock-Other | 1.14% | -1.13% | -50.25% | |
| 15 | EQIX | Equinix Inc | Stock-Real Estate | 0.26% | -0.03% | +1.08% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | -0.01% | +8.66% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | -0.04% | +18.47% | |
| 18 | ARES | Ares Management CORP - A | Stock-Financials | 0.06% | -0.01% | — | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 0.05% | -0.01% | -12.79% | |
| 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 | PLTR | Palantir Technologies Inc-a | +2.5% | +46.35% | Add |
| 2 | ATEX | Anterix Inc | +1.6% | — | Unchanged |
| 3 | LRCX | Lam Research CORP | +1.4% | -17.16% | Trim |
| 4 | ADBE | Adobe Inc | +0.5% | +44.26% | Add |
| 5 | AMT | American Tower CORP | +0.3% | -4.33% | Trim |
| 6 | EQIX | Equinix Inc | +0.1% | +1.08% | Add |
| 7 | TDG | Transdigm Group Inc | +0.1% | +4.68% | Add |
| 8 | AMZN | Amazon.com Inc | 0% | +8.66% | Add |
| 9 | PLD | Prologis Inc | — | -12.79% | Trim |
| 10 | PPLI | People Inc | — | -8.02% | Trim |
| 11 | CHTR | Charter Communications Inc-a | — | — | Unchanged |
| 12 | QCOM | Qualcomm Inc | 0% | +18.47% | Add |
| 13 | ARES | Ares Management CORP - A | 0% | — | Unchanged |
| 14 | ESLT | Elbit Systems Ltd. | -0.1% | -39.30% | Trim |
| 15 | MC | Moelis & Co - Class A | -0.3% | -0.17% | Trim |
| 16 | TSAT | Telesat CORP | -0.5% | -50.25% | Trim |
| 17 | APO | Apollo Global Management Inc | -0.6% | +11.21% | Add |
| 18 | AXP | American Express Co | -0.7% | -1.82% | Trim |
| 19 | BX | Blackstone Inc | -1% | +6.93% | Add |
| 20 | AVAV | Aerovironment Inc | -1.4% | -0.11% | Trim |
| 21 | FICO | Fair Isaac CORP | -1.9% | +20.22% | Add |
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 Q1 2026.
During Q1 2026, Heard Capital LLC's top holdings by market value included LRCX (11.8%)、TDG (10.7%)、PLTR (10.0%). The largest single position, LRCX, represented 11.8% of total portfolio value.
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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 LRCX, TDG, PLTR) accounted for 43.3% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
LRCX
前期市值: $221.3M
In Q1 2026, Heard Capital LLC made 18 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 9 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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