Heard Capital LLC

CIK

1796409

Location

Chicago, IL

Portfolio Value

Mid $2,336,468,533

Diversification

Diversified

Filing Date

Global Rank

#1,460 / 8,795 ▼ 65 · as of Jun 2026

Top Industry

Aerospace & Defense 21.3%

Period ended 3 months ago

Filed Aug 11, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

+2.2 pts

Top 5

50.8%

−1.5 pts

Top 10

81.8%

−5.3 pts

HHI

815

Diversified−32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.9%	$861,503,677	7
Industrials	27.1%	$632,488,657	4
Financial Services	22.4%	$523,407,026	5
Communication Services	7.6%	$176,721,009	1
Real Estate	5.9%	$138,043,744	3
Consumer Cyclical	0.2%	$4,304,420	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
AVAV	AeroVironment Inc	+182,623	903,975	$149,219,153
PLTR	Palantir Technologies Inc.	+68,101	1,389,846	$162,153,332
ESLT	Elbit Systems Ltd	+22,449	130,840	$99,270,924
FICO	Fair Isaac Corp	+17,117	195,527	$233,611,749
APO	Apollo Global Management, Inc.	+8,790	1,690,310	$199,980,576
TDG	TransDigm Group INC	+7,679	186,289	$248,144,399
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
TSAT	Telesat Corp	−606,200	4,370	$221,209
ADBE	Adobe Inc.	−437,625	6,700	$1,373,634
LRCX	Lam Research Corp	−313,120	757,760	$328,360,140
AMT	American Tower Corp /Ma/	−307,257	804,848	$131,648,987
BX	Blackstone Inc.	−15,290	1,217,600	$143,274,992
QCOM	Qualcomm Inc/De	−8,980	12,640	$2,335,745
AXP	American Express Co	−400	339,427	$114,811,182
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	448,808	$135,854,181
MRVL	Marvell Technology, Inc.	447,977	$133,447,868
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PPLI	People Inc	23,507	$940,985
CHTR	Charter Communications, Inc. /Mo/	2,602	$561,719
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $2,336,468,533 total · filing declares 21 positions · $2,336,468,543 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	757,760	-313,120	$328,360,140	+43.5%	14.05%
TDG	TransDigm Group INC Industrials	Added	186,289	+7,679	$248,144,399	+19.9%	10.62%
FICO	Fair Isaac Corp Technology	Added	195,527	+17,117	$233,611,749	+22.7%	10.00%
APO	Apollo Global Management, Inc. Financial Services	Added	1,690,310	+8,790	$199,980,576	+6.7%	8.56%
ATEX	Anterix Inc. Communication Services	Held	1,716,738	0	$176,721,009	+169.5%	7.56%
PLTR	Palantir Technologies Inc. Technology	Added	1,389,846	+68,101	$162,153,332	−16.1%	6.94%
AVAV	AeroVironment Inc Industrials	Added	903,975	+182,623	$149,219,153	+13.0%	6.39%
BX	Blackstone Inc. Financial Services	Reduced	1,217,600	-15,290	$143,274,992	+1.1%	6.13%
BE	Bloom Energy Corp Industrials	NEW	448,808	NEW	$135,854,181	NEW	5.81%
MRVL	Marvell Technology, Inc. Technology	NEW	447,977	NEW	$133,447,868	NEW	5.71%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	804,848	-307,257	$131,648,987	−31.4%	5.63%
AXP	American Express Co Financial Services	Reduced	339,427	-400	$114,811,182	+11.7%	4.91%
ESLT	Elbit Systems Ltd Industrials	Added	130,840	+22,449	$99,270,924	+7.9%	4.25%
MC	Moelis & Co Financial Services	Held	979,810	0	$64,099,170	+14.8%	2.74%
EQIX	Equinix Inc Real Estate	Held	5,160	0	$5,378,732	+6.3%	0.23%
AMZN	Amazon Com Inc Consumer Cyclical	Held	18,060	0	$4,304,420	+14.4%	0.18%
QCOM	Qualcomm Inc/De Technology	Reduced	12,640	-8,980	$2,335,745	−16.1%	0.10%
ADBE	Adobe Inc. Technology	Reduced	6,700	-437,625	$1,373,634	−98.7%	0.06%
ARES	Ares Management Corp Financial Services	Held	11,150	0	$1,241,106	+2.0%	0.05%
PLD	Prologis, Inc. Real Estate	Held	7,500	0	$1,016,025	+2.5%	0.04%
TSAT	Telesat Corp Technology	Reduced	4,370	-606,200	$221,209	−99.0%	0.01%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.