Heard Capital LLC Buys Blackstone Group Inc, Fair Isaac Corp, Northrop Grumman Corp, Sells Raytheon Co, Pioneer Natural Resources Co, Golar LNG

• New Purchases: ARES, LHX, AMZN, CHTR, JPM, QCOM, AAPL,
• Added Positions: BX, FICO, NOC, TDG, LRCX, ADBE, NXPI, BLK, AMT, MC, AZPN, BA, LMT,
• Sold Out: RTN, PXD, GLNG, HP,

For the details of Heard Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/heard+capital+llc/current-portfolio/portfolio

1. Blackstone Group Inc (BX) - 491,473 shares, 13.33% of the total portfolio. Shares added by 66.71%
2. Northrop Grumman Corp (NOC) - 65,980 shares, 11.88% of the total portfolio. Shares added by 66.22%
3. Fair Isaac Corp (FICO) - 62,644 shares, 11.47% of the total portfolio. Shares added by 72.60%
4. TransDigm Group Inc (TDG) - 50,361 shares, 9.60% of the total portfolio. Shares added by 71.21%
5. American Tower Corp (AMT) - 70,693 shares, 9.16% of the total portfolio. Shares added by 15.93%

Heard Capital LLC initiated holding in Ares Management Corp. The purchase prices were between $22.71 and $41.12, with an estimated average price of $35.09. The stock is now traded at around $34.92. The impact to a portfolio due to this purchase was 0.37%. The holding were 20,000 shares as of .

Heard Capital LLC initiated holding in L3Harris Technologies Inc. The purchase prices were between $150.22 and $230.04, with an estimated average price of $205.43. The stock is now traded at around $184.12. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,000 shares as of .

Heard Capital LLC initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2446.74. The impact to a portfolio due to this purchase was 0.12%. The holding were 100 shares as of .

Heard Capital LLC initiated holding in Charter Communications Inc. The purchase prices were between $371.7 and $542.46, with an estimated average price of $489.92. The stock is now traded at around $516.96. The impact to a portfolio due to this purchase was 0.1%. The holding were 400 shares as of .

Heard Capital LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $79.03 and $141.09, with an estimated average price of $122.27. The stock is now traded at around $90.17. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,700 shares as of .

Heard Capital LLC initiated holding in Qualcomm Inc. The purchase prices were between $60.91 and $95.91, with an estimated average price of $82.41. The stock is now traded at around $78.00. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,000 shares as of .

Heard Capital LLC added to a holding in Blackstone Group Inc by 66.71%. The purchase prices were between $36.04 and $64.41, with an estimated average price of $55.53. The stock is now traded at around $53.61. The impact to a portfolio due to this purchase was 5.33%. The holding were 491,473 shares as of .

Heard Capital LLC added to a holding in Fair Isaac Corp by 72.60%. The purchase prices were between $212 and $431.78, with an estimated average price of $369.79. The stock is now traded at around $385.18. The impact to a portfolio due to this purchase was 4.82%. The holding were 62,644 shares as of .

Heard Capital LLC added to a holding in Northrop Grumman Corp by 66.22%. The purchase prices were between $269.86 and $384.87, with an estimated average price of $348.63. The stock is now traded at around $328.11. The impact to a portfolio due to this purchase was 4.73%. The holding were 65,980 shares as of .

Heard Capital LLC added to a holding in TransDigm Group Inc by 71.21%. The purchase prices were between $245.79 and $657.93, with an estimated average price of $547.94. The stock is now traded at around $375.35. The impact to a portfolio due to this purchase was 3.99%. The holding were 50,361 shares as of .

Heard Capital LLC added to a holding in Lam Research Corp by 64.38%. The purchase prices were between $187.89 and $341.58, with an estimated average price of $289.1. The stock is now traded at around $260.70. The impact to a portfolio due to this purchase was 3.46%. The holding were 61,869 shares as of .

Heard Capital LLC added to a holding in Adobe Inc by 30.90%. The purchase prices were between $285 and $383.28, with an estimated average price of $342.56. The stock is now traded at around $382.17. The impact to a portfolio due to this purchase was 2.16%. The holding were 48,319 shares as of .

Heard Capital LLC sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.

Heard Capital LLC sold out a holding in Pioneer Natural Resources Co. The sale prices were between $56.77 and $158.11, with an estimated average price of $120.14.

Heard Capital LLC sold out a holding in Golar LNG Ltd. The sale prices were between $6.92 and $15.03, with an estimated average price of $11.08.

Heard Capital LLC sold out a holding in Helmerich & Payne Inc. The sale prices were between $12.8 and $47.15, with an estimated average price of $35.69.