HEARD CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ATEX | 1.72M | $36.86M |
 | LRCX | 1.59M | $212.26M |
 | TSAT | 1.47M | $39.02M |
 | APO | 1.46M | $194.40M |
 | BX | 1.09M | $185.45M |
 | PLTR | 1.03M | $188.42M |
 | AMT | 1.02M | $195.47M |
 | MC | 757K | $53.96M |
 | AVAV | 486K | $153.18M |
 | AXP | 432K | $143.41M |
 | ADBE | 296K | $104.54M |
 | ESLT | 216K | $110.04M |
 | TDG | 157K | $206.56M |
 | FICO | 150K | $223.78M |
 | IAC | 21K | $725.93K |
 | AMZN | 17K | $3.62M |
 | QCOM | 14K | $2.41M |
 | ARES | 11K | $1.78M |
 | PLD | 9K | $984.87K |
 | EQIX | 5K | $3.64M |
Anterix Inc.
ATEX
Shares Held
1.72M
Value
$36.86M
Lam Research Corporation
LRCX
Shares Held
1.59M
Value
$212.26M
Telesat Corporation
TSAT
Shares Held
1.47M
Value
$39.02M
Apollo Global Management, Inc.
APO
Shares Held
1.46M
Value
$194.40M
Blackstone Inc.
BX
Shares Held
1.09M
Value
$185.45M
Palantir Technologies Inc.
PLTR
Shares Held
1.03M
Value
$188.42M
American Tower Corporation
AMT
Shares Held
1.02M
Value
$195.47M
Moelis & Company
MC
Shares Held
757K
Value
$53.96M
AeroVironment, Inc.
AVAV
Shares Held
486K
Value
$153.18M
American Express Company
AXP
Shares Held
432K
Value
$143.41M
Adobe Inc.
ADBE
Shares Held
296K
Value
$104.54M
Elbit Systems Ltd.
ESLT
Shares Held
216K
Value
$110.04M
TransDigm Group Incorporated
TDG
Shares Held
157K
Value
$206.56M
Fair Isaac Corporation
FICO
Shares Held
150K
Value
$223.78M
IAC InterActive Corp.
IAC
Shares Held
21K
Value
$725.93K
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.62M
QUALCOMM Incorporated
QCOM
Shares Held
14K
Value
$2.41M
Ares Management Corporation
ARES
Shares Held
11K
Value
$1.78M
Prologis, Inc.
PLD
Shares Held
9K
Value
$984.87K
Equinix, Inc.
EQIX
Shares Held
5K
Value
$3.64M