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Heard Capital LLC

Q1 2026 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    21

  • Value ($000)

    $1,934,366

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001796409
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$228.8M
12 %

1,070,880

---

TRANSDIGM GROUP INC

COM
893641100
$207M
11 %

178,610

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$193.34M
10 %

1,321,745

A
AMT

AMERICAN TOWER CORP

COM
03027X100
$191.93M
10 %

1,112,105

F
FICO

FAIR ISAAC CORP

COM
303250104
$190.46M
10 %

178,410

A
APO

APOLLO GLOBAL MGMT INC

COM
03769M106
$187.35M
10 %

1,681,520

B
BX

BLACKSTONE INC

COM
09260D107
$141.77M
7 %

1,232,890

J
JPX

AEROVIRONMENT INC

COM
008073108
$132.04M
7 %

721,352

A
ADBE

ADOBE INC

COM
00724F101
$108.01M
6 %

444,325

A
AXP

AMERICAN EXPRESS CO

COM
025816109
$102.79M
5 %

339,827

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