Heard Capital LLC
Top Portfolio Positions
21 positions ·
$1,956,468,179 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
1,070,880 | $228,804,220 | 11.69% | |
| TDG |
TransDigm Group INC
Industrials
|
178,610 | $207,001,845 | 10.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
1,321,745 | $193,344,858 | 9.88% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
1,112,105 | $191,927,080 | 9.81% | |
| FICO |
Fair Isaac Corp
Technology
|
178,410 | $190,459,811 | 9.73% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
1,681,520 | $187,354,958 | 9.58% | |
| BX |
Blackstone Inc.
Financial Services
|
1,232,890 | $141,770,021 | 7.25% | |
| AVAV |
AeroVironment Inc
Industrials
|
721,352 | $132,043,483 | 6.75% | |
| ADBE |
Adobe Inc.
Technology
|
444,325 | $108,006,521 | 5.52% | |
| AXP |
American Express Co
Financial Services
|
339,827 | $102,790,870 | 5.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TSAT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,102,634 | 610,570 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $22,102,634 | 610,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,715,681 | 1,227,343 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $35,715,681 | 1,227,343 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,016,877 | 1,472,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,092,832 | 1,517,710 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $37,134,380 | 1,519,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,007,266 | 1,646,695 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $31,007,266 | 1,646,695 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,166,767 | 1,713,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,108,082 | 1,754,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,092,440 | 1,768,400 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,036,632 | 1,764,863 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,553,269 | 1,778,837 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,154,014 | 1,759,022 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,892,236 | 1,793,231 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,338,280 | 1,783,521 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $12,949,762 | 1,726,635 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,556,839 | 1,607,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,306,703 | 1,280,815 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,333,660 | 1,171,737 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,703,820 | 547,744 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||