HC

Heard Capital LLC

Momentum followerSector-focusedQuality / disciplined sizing

Total reported value

$1.9B

Reporting period: 2026-03-31 · Number of holdings: 21

Heard Capital LLC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.9B and a quarterly turnover rate of 16.5%.

Personality snowflake

Concentration
33.89
Portfolio Stability
16.5
Momentum/Contrarian
100
Sector conviction
86.86
Diversification
42
Sizing Uniformity
90.96

Recent moves

  • Add PLTR

    +46.4%　$32.8M

  • Trim FICO

    +20.2%　-$60.4M

  • Add ATEX

    0.0%　$28.1M

  • Add LRCX

    -17.2%　$7.5M

  • Trim AVAV

    -0.1%　-$42.6M

  • Trim BX

    +6.9%　-$36.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1LRCXLam Research CORPStock-Tech11.83%+1.44%-17.16%
2TDGTransdigm Group INCStock-Industrials10.70%+0.05%+4.68%
3PLTRPalantir Technologies Inc-aStock-Tech10.00%+2.46%+46.35%
4AMTAmerican Tower CORPStock-Real Estate9.92%+0.34%-4.33%
5FICOFair Isaac CORPStock-Tech9.85%-1.93%+20.22%
6APOApollo Global Management INCStock-Financials9.69%-0.59%+11.21%
7BXBlackstone INCStock-Financials7.33%-1.01%+6.93%
8AVAVAerovironment INCStock-Industrials6.83%-1.37%-0.11%
9ADBEAdobe INCStock-Tech5.58%+0.52%+44.26%
10AXPAmerican Express CoStock-Financials5.31%-0.70%-1.82%
11ESLTElbit Systems Ltd.Stock-Industrials4.76%-0.08%-39.30%
12ATEXAnterix INCStock-Other3.39%+1.63%—
13MCMoelis & Co - Class AStock-Financials2.89%-0.28%-0.17%
14TSATTelesat CORPStock-Other1.14%-0.54%-50.25%
15EQIXEquinix INCStock-Real Estate0.26%+0.08%+1.08%
16AMZNAmazon.com INCStock-Consumer Disc0.19%+0.01%+8.66%
17QCOMQualcomm INCStock-Tech0.14%-0.01%+18.47%
18ARESAres Management CORP - AStock-Financials0.06%-0.02%—
19PLDPrologis INCStock-Real Estate0.05%—-12.79%
20PPLIPeople INCStock-Comm Services0.05%—-8.02%
21CHTRCharter Communications Inc-aStock-Comm Services0.03%——

Holding changes this quarter

Heard Capital LLC's most significant position changes for 2026-03-31: Add: Palantir Technologies Inc-a (PLTR) — shares +46.35%; Add: Fair Isaac CORP (FICO) — shares +20.22%; Trim: Lam Research CORP (LRCX) — shares -17.16%; Trim: Aerovironment INC (AVAV) — shares -0.11%; Add: Blackstone INC (BX) — shares +6.93%.

Position changes disclosed by Heard Capital LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PLTRPalantir Technologies Inc-a+2.5%+46.35%Add
2ATEXAnterix INC+1.6%—Unchanged
3LRCXLam Research CORP+1.4%-17.16%Trim
4ADBEAdobe INC+0.5%+44.26%Add
5AMTAmerican Tower CORP+0.3%-4.33%Trim
6EQIXEquinix INC+0.1%+1.08%Add
7TDGTransdigm Group INC+0.1%+4.68%Add
8AMZNAmazon.com INC0%+8.66%Add
9PLDPrologis INC—-12.79%Trim
10PPLIPeople INC—-8.02%Trim
11CHTRCharter Communications Inc-a——Unchanged
12QCOMQualcomm INC0%+18.47%Add
13ARESAres Management CORP - A0%—Unchanged
14ESLTElbit Systems Ltd.-0.1%-39.30%Trim
15MCMoelis & Co - Class A-0.3%-0.17%Trim
16TSATTelesat CORP-0.5%-50.25%Trim
17APOApollo Global Management INC-0.6%+11.21%Add
18AXPAmerican Express Co-0.7%-1.82%Trim
19BXBlackstone INC-1%+6.93%Add
20AVAVAerovironment INC-1.4%-0.11%Trim
21FICOFair Isaac CORP-1.9%+20.22%Add

FAQ

What is Heard Capital LLC and what type of investor is it?
Heard Capital LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 21 disclosed positions.
What are Heard Capital LLC's largest equity positions?
Based on the latest 13F filing, Heard Capital LLC's top holdings by market value are: 1. Lam Research CORP (LRCX) — $228.8M (11.8%) 2. Transdigm Group INC (TDG) — $207.0M (10.7%) 3. Palantir Technologies Inc-a (PLTR) — $193.3M (10.0%) 4. American Tower CORP (AMT) — $191.9M (9.9%) 5. Fair Isaac CORP (FICO) — $190.5M (9.8%)
What changes did Heard Capital LLC make in its most recent portfolio filing?
In the latest reported quarter, Heard Capital LLC made 18 notable position adjustments: 0 new positions were initiated, 9 existing holdings were added to, 9 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Palantir Technologies Inc-a (PLTR) — shares +46.35%; Add: Fair Isaac CORP (FICO) — shares +20.22%; Trim: Lam Research CORP (LRCX) — shares -17.16%; Trim: Aerovironment INC (AVAV) — shares -0.11%; Add: Blackstone INC (BX) — shares +6.93%
What sectors does Heard Capital LLC focus on?
Heard Capital LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 39.2% • Financials: 26.5% • Industrials: 23.3% • Real Estate: 10.7% • Consumer Discretionary: 0.2% • Communication Services: 0.1%