HEARD CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEX | 1.72M | $65.56M |
 | APO | 1.68M | $187.35M |
 | PLTR | 1.32M | $193.34M |
 | BX | 1.23M | $141.77M |
 | AMT | 1.11M | $191.93M |
 | LRCX | 1.07M | $228.80M |
 | MC | 980K | $55.85M |
 | AVAV | 721K | $132.04M |
 | TSAT | 611K | $22.10M |
 | ADBE | 444K | $108.01M |
 | AXP | 340K | $102.79M |
 | TDG | 179K | $207.00M |
 | FICO | 178K | $190.46M |
 | ESLT | 108K | $92.03M |
 | IAC | 24K | $940.99K |
 | QCOM | 22K | $2.78M |
 | AMZN | 18K | $3.76M |
 | ARES | 11K | $1.22M |
 | PLD | 8K | $991.35K |
 | EQIX | 5K | $5.06M |
Anterix Inc.
ATEX
Shares Held
1.72M
Value
$65.56M
Apollo Global Management, Inc.
APO
Shares Held
1.68M
Value
$187.35M
Palantir Technologies Inc.
PLTR
Shares Held
1.32M
Value
$193.34M
Blackstone Inc.
BX
Shares Held
1.23M
Value
$141.77M
American Tower Corporation
AMT
Shares Held
1.11M
Value
$191.93M
Lam Research Corporation
LRCX
Shares Held
1.07M
Value
$228.80M
Moelis & Company
MC
Shares Held
980K
Value
$55.85M
AeroVironment, Inc.
AVAV
Shares Held
721K
Value
$132.04M
Telesat Corporation
TSAT
Shares Held
611K
Value
$22.10M
Adobe Inc.
ADBE
Shares Held
444K
Value
$108.01M
American Express Company
AXP
Shares Held
340K
Value
$102.79M
TransDigm Group Incorporated
TDG
Shares Held
179K
Value
$207.00M
Fair Isaac Corporation
FICO
Shares Held
178K
Value
$190.46M
Elbit Systems Ltd.
ESLT
Shares Held
108K
Value
$92.03M
IAC Inc.
IAC
Shares Held
24K
Value
$940.99K
QUALCOMM Incorporated
QCOM
Shares Held
22K
Value
$2.78M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.76M
Ares Management Corporation
ARES
Shares Held
11K
Value
$1.22M
Prologis, Inc.
PLD
Shares Held
8K
Value
$991.35K
Equinix, Inc.
EQIX
Shares Held
5K
Value
$5.06M