Heard Capital LLC

CIK

1796409

Location

Chicago, IL

Portfolio Value

Mid $1,934,365,545

Diversification

Diversified

Filing Date

Global Rank

#1,230 / 8,605 ▼ 59 · as of Mar 2026

Top Industry

Aerospace & Defense 22.3%

3Y Alpha vs SPY

+1.7%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.1%

SPY

+76.5%

Annualised alpha

+0.8%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.8%

+0.0 pts

Top 5

52.3%

−0.4 pts

Top 10

87.0%

−0.8 pts

HHI

847

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.5%	$745,502,267	6
Financial Services	25.3%	$488,981,484	5
Industrials	22.3%	$431,079,042	3
Real Estate	10.2%	$197,976,468	3
Communication Services	3.5%	$67,064,928	3
Consumer Cyclical	0.2%	$3,761,356	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+418,636	1,321,745	$193,344,858
APO	Apollo Global Management, Inc.	+169,505	1,681,520	$187,354,958
ADBE	Adobe Inc.	+136,323	444,325	$108,006,521
BX	Blackstone Inc.	+79,850	1,232,890	$141,770,021
FICO	Fair Isaac Corp	+30,012	178,410	$190,459,811
TDG	TransDigm Group INC	+7,981	178,610	$207,001,845
QCOM	Qualcomm Inc/De	+3,370	21,620	$2,784,223
AMZN	Amazon Com Inc	+1,440	18,060	$3,761,356
EQIX	Equinix Inc	+55	5,160	$5,058,038
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
TSAT	Telesat Corp	−616,773	610,570	$22,102,634
LRCX	Lam Research Corp	−221,775	1,070,880	$228,804,220
ESLT	Elbit Systems Ltd	−70,180	108,391	$92,033,714
AMT	American Tower Corp /Ma/	−50,335	1,112,105	$191,927,080
AXP	American Express Co	−6,308	339,827	$102,790,870
PPLI	People Inc	−2,050	23,507	$940,985
MC	Moelis & Co	−1,700	979,810	$55,849,170
PLD	Prologis, Inc.	−1,100	7,500	$991,350
AVAV	AeroVironment Inc	−798	721,352	$132,043,483
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $1,934,365,545 total · as of Mar 31, 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	1,070,880	-221,775	$228,804,220	+3.4%	11.83%
TDG	TransDigm Group INC Industrials	Added	178,610	+7,981	$207,001,845	−8.8%	10.70%
PLTR	Palantir Technologies Inc. Technology	Added	1,321,745	+418,636	$193,344,858	+20.4%	10.00%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	1,112,105	-50,335	$191,927,080	−6.0%	9.92%
FICO	Fair Isaac Corp Technology	Added	178,410	+30,012	$190,459,811	−24.1%	9.85%
APO	Apollo Global Management, Inc. Financial Services	Added	1,681,520	+169,505	$187,354,958	−14.4%	9.69%
BX	Blackstone Inc. Financial Services	Added	1,232,890	+79,850	$141,770,021	−20.2%	7.33%
AVAV	AeroVironment Inc Industrials	Reduced	721,352	-798	$132,043,483	−24.4%	6.83%
ADBE	Adobe Inc. Technology	Added	444,325	+136,323	$108,006,521	+0.2%	5.58%
AXP	American Express Co Financial Services	Reduced	339,827	-6,308	$102,790,870	−19.7%	5.31%
ESLT	Elbit Systems Ltd Industrials	Reduced	108,391	-70,180	$92,033,714	−10.8%	4.76%
ATEX	Anterix Inc. Communication Services	Held	1,716,738	0	$65,562,224	+74.9%	3.39%
MC	Moelis & Co Financial Services	Reduced	979,810	-1,700	$55,849,170	−17.2%	2.89%
TSAT	Telesat Corp Technology	Reduced	610,570	-1,844,116	$22,102,634	−69.1%	1.14%
EQIX	Equinix Inc Real Estate	Added	5,160	+55	$5,058,038	+29.3%	0.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,060	+1,440	$3,761,356	−2.0%	0.19%
QCOM	Qualcomm Inc/De Technology	Added	21,620	+3,370	$2,784,223	−10.8%	0.14%
ARES	Ares Management Corp Financial Services	Held	11,150	0	$1,216,465	−32.5%	0.06%
PLD	Prologis, Inc. Real Estate	Reduced	7,500	-1,100	$991,350	−9.7%	0.05%
PPLI	People Inc Communication Services	Reduced	23,507	-2,050	$940,985	−5.8%	0.05%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Held	2,602	0	$561,719	+3.4%	0.03%