HEARD CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEX | 1.72M | $37.48M |
 | APO | 1.51M | $218.88M |
 | LRCX | 1.29M | $221.28M |
 | TSAT | 1.23M | $35.72M |
 | AMT | 1.16M | $204.09M |
 | BX | 1.15M | $177.73M |
 | MC | 982K | $67.47M |
 | PLTR | 903K | $160.53M |
 | AVAV | 722K | $174.68M |
 | AXP | 346K | $128.05M |
 | ADBE | 308K | $107.80M |
 | ESLT | 179K | $103.16M |
 | TDG | 171K | $226.91M |
 | FICO | 148K | $250.88M |
 | IAC | 26K | $999.28K |
 | QCOM | 18K | $3.12M |
 | AMZN | 17K | $3.84M |
 | ARES | 11K | $1.80M |
 | PLD | 9K | $1.10M |
 | EQIX | 5K | $3.91M |
Anterix Inc.
ATEX
Shares Held
1.72M
Value
$37.48M
Apollo Global Management, Inc.
APO
Shares Held
1.51M
Value
$218.88M
Lam Research Corporation
LRCX
Shares Held
1.29M
Value
$221.28M
Telesat Corporation
TSAT
Shares Held
1.23M
Value
$35.72M
American Tower Corporation
AMT
Shares Held
1.16M
Value
$204.09M
Blackstone Inc.
BX
Shares Held
1.15M
Value
$177.73M
Moelis & Company
MC
Shares Held
982K
Value
$67.47M
Palantir Technologies Inc.
PLTR
Shares Held
903K
Value
$160.53M
AeroVironment, Inc.
AVAV
Shares Held
722K
Value
$174.68M
American Express Company
AXP
Shares Held
346K
Value
$128.05M
Adobe Inc.
ADBE
Shares Held
308K
Value
$107.80M
Elbit Systems Ltd.
ESLT
Shares Held
179K
Value
$103.16M
TransDigm Group Incorporated
TDG
Shares Held
171K
Value
$226.91M
Fair Isaac Corporation
FICO
Shares Held
148K
Value
$250.88M
IAC InterActive Corp.
IAC
Shares Held
26K
Value
$999.28K
QUALCOMM Incorporated
QCOM
Shares Held
18K
Value
$3.12M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.84M
Ares Management Corporation
ARES
Shares Held
11K
Value
$1.80M
Prologis, Inc.
PLD
Shares Held
9K
Value
$1.10M
Equinix, Inc.
EQIX
Shares Held
5K
Value
$3.91M