Position in AVAV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$149,219,153
+$17,175,670 QoQ
Shares Held
903,975
+25.3% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
6.39%
of 13F equity value
Holder Rank
#6
of 610 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVAV Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heard Capital LLC holds $496,634,476 across 3 Aerospace & Defense names. AVAV ranks #2 (30.0% of the industry book) .
All Filings in AVAV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,219,153 | 903,975 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $132,043,483 | 721,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,680,863 | 722,150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,182,963 | 486,465 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $157,584,473 | 553,025 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,044,748 | 839,372 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $115,448,278 | 750,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $118,723,268 | 592,136 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,922,868 | 471,689 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $86,492,685 | 564,279 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $80,368,775 | 637,645 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,982,266 | 681,272 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $70,380,913 | 688,120 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $65,886,307 | 718,812 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $58,551,179 | 683,530 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $44,486,731 | 533,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,499,492 | 504,860 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $40,012,794 | 425,035 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $23,394,552 | 377,149 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,473,878 | 283,525 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,291,400 | 162,670 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,230,259 | 113,995 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,422,132 | 108,425 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,763,727 | 112,710 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||