Stock Taper 
HEARD CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equinix, Inc. | EQIX | 5.16K | $5.38M |
 Adobe Inc. | ADBE | 6.7K | $1.37M |
 Prologis, Inc. | PLD | 7.5K | $1.02M |
 Ares Management Corporation | ARES | 11.15K | $1.24M |
 QUALCOMM Incorporated | QCOM | 12.64K | $2.34M |
 Amazon.com, Inc. | AMZN | 18.06K | $4.3M |
 Elbit Systems Ltd. | ESLT | 130.84K | $99.27M |
 TransDigm Group Incorporated | TDG | 186.29K | $248.14M |
 Fair Isaac Corporation | FICO | 195.53K | $233.61M |
 American Express Company | AXP | 339.43K | $114.81M |
 Marvell Technology, Inc. | MRVL | 447.98K | $133.45M |
 Bloom Energy Corporation | BE | 448.81K | $135.85M |
 Lam Research Corporation | LRCX | 757.76K | $328.36M |
 American Tower Corporation | AMT | 804.85K | $131.65M |
 AeroVironment, Inc. | AVAV | 903.98K | $149.22M |
 Moelis & Company | MC | 979.81K | $64.1M |
 Blackstone Inc. | BX | 1.22M | $143.27M |
 Palantir Technologies Inc. | PLTR | 1.39M | $162.15M |
 Apollo Global Management, Inc. | APO | 1.69M | $199.98M |
 Anterix Inc. | ATEX | 1.72M | $176.72M |