HC

Heard Capital LLC

13F
Heard Capital LLC
Last update 2024-11-14 22 Stocks (0 new)
Value $1.78 Bil Turnover 7 %
Countries:
Top Holdings: ADBE(10.91%)TDG(10.58%)AMT(10.30%)BX(8.87%)FICO(8.30%)
Summary Stock Picks Current Portfolio
Heard Capital LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ADBE 		Adobe Inc
375,915
194,641.3
+6.29%
10.910
+0.65%
0.090
-19.08%
-20.44%
208,932.1
Software
TDG 		TransDigm Group Inc
132,206
188,675.1
+10.97%
10.580
+1.05%
0.240
-2.84%
+29.47%
69,755.0
Aerospace & Defense
AMT 		American Tower Corp
790,325
183,798.0
-22.04%
10.300
-2.65%
0.170
-15.96%
-6.08%
92,453.2
REITs
BX 		Blackstone Inc
1,033,262
158,223.4
-17.80%
8.870
-1.69%
0.140
+30.57%
+49.08%
144,475.4
Asset Management
FICO 		Fair Isaac Corp
76,140
147,979.6
-22.88%
8.300
-2.05%
0.310
+17.66%
+88.22%
53,344.3
Software
LRCX 		Lam Research Corp
1,729,130
141,110.8
+65.26%
7.910
+3.12%
0.010
+1.69%
-2.52%
97,247.7
Semiconductors
PLD 		Prologis Inc
1,055,764
133,321.9
-4.45%
7.470
-0.34%
0.110
-13.67%
-14.26%
103,407.4
REITs
MC 		Moelis & Co
1,798,360
123,205.6
-16.38%
6.910
-1.22%
2.550
+18.22%
+39.40%
5,301.2
Capital Markets
AVAV 		AeroVironment Inc
592,136
118,723.3
+25.54%
6.660
+1.35%
2.100
-17.05%
+22.09%
4,340.1
Aerospace & Defense
AXP 		American Express Co
373,927
101,409.0
-0.86%
5.690
-0.05%
0.050
+18.00%
+62.22%
211,544.8
Credit Services

Heard Capital LLC's Historical Top Holdings Breakdowns

Heard Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMT 		American Tower Corp2023-03-31Add
+4.71%
●
191.2 ($209.81) 232.81
$197.85
-5.70%
Add 69.2%
684,080
279,778
BA 		Boeing Co2022-12-31Reduce
-4.49%
●
126.05 ($163.57) 196
$167.75
2.56%
Reduce -96.46%
11,640
-316,987
FICO 		Fair Isaac Corp2022-12-31Reduce
-4.44%
●
396.31 ($526.19) 624.99
$2,190.92
316.37%
Reduce -50.28%
91,033
-92,047
IAC 		IAC Inc2024-03-31Reduce
-3.78%
●
48.61 ($52.63) 57.67
$46.24
-12.14%
Reduce -96.14%
43,680
-1,087,270
LRCX 		Lam Research Corp2024-09-30Add
+3.12%
●
73.16 ($86.94) 112.73
$75.58
-13.07%
Add 65.26%
1,729,130
68,280
AXP 		American Express Co2023-03-31New Buy
+2.93%
●
146.43 ($165.89) 181.33
$300.30
81.02%
New holding
215,492
215,492
ADBE 		Adobe Inc2024-03-31Add
+2.68%
●
492.46 ($573.19) 634.76
$474.63
-17.19%
Add 35.51%
323,619
84,805
AMT 		American Tower Corp2024-09-30Reduce
-2.65%
●
192.27 ($221.73) 242.83
$197.85
-10.77%
Reduce -22.04%
790,325
-223,368
ADBE 		Adobe Inc2023-06-30Reduce
-2.61%
●
335.45 ($402.56) 495.18
$474.63
17.90%
Reduce -22.94%
276,316
-82,277
AMT 		American Tower Corp2022-12-31Add
+2.57%
●
183.79 ($208.14) 223.39
$197.85
-4.94%
Add 39.14%
404,302
113,727

Heard Capital LLC Total Holding History ($B)

To

Heard Capital LLC's Asset Allocation

To

Heard Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Heard Capital LLC's Hypothetical Growth since 2024-09-30

Heard Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Heard Capital LLC's Holdings Heat Map

Size field:

Heard Capital LLC's Holdings Bubble Chart

Heard Capital LLC News

  • 1

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