☆Heard Capital LLC
Quality Q
0.828
AUM ($M)
2,336
Positions
21
Turnover
0.18
Top-10 wt
82%
Herfindahl
0.082
History (qtrs)
6
Excess Return
+62.0%
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Holdings · 23 positions · portfolio value $2,336M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 14.1% | +2.2% | 328.4 | 757,760 | -313,120 | 3 | +177.2% re-entry |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 10.6% | -0.1% | 248.1 | 186,289 | +7,679 | 5 | — |
| ☆FICO funds › | FAIR ISAAC CORP | ADD | — | 10.0% | +0.2% | 233.6 | 195,527 | +17,117 | 5 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | ADD | Common Stock | 8.6% | -1.1% | 200.0 | 1,690,310 | +8,790 | 5 | — |
| ☆ATEX funds › | ANTERIX INC | HOLD | Common Stock | 7.6% | +4.2% | 176.7 | 1,716,738 | +0 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 6.9% | -3.1% | 162.2 | 1,389,846 | +68,101 | 5 | — |
| ☆AVAV funds › | AEROVIRONMENT INC | ADD | Common Stock | 6.4% | -0.4% | 149.2 | 903,975 | +182,623 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | TRIM | Common Stock | 6.1% | -1.2% | 143.3 | 1,217,600 | -15,290 | 5 | — |
| ☆BE funds › | BLOOM ENERGY CORP | NEW | Common Stock | 5.8% | +5.8% | 135.9 | 448,808 | +448,808 | 1 | -63.0% |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 5.7% | +5.7% | 133.4 | 447,977 | +447,977 | 1 | +186.9% |
| ☆AMT funds › | AMERICAN TOWER CORP | TRIM | REIT | 5.6% | -4.3% | 131.6 | 804,848 | -307,257 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | Common Stock | 4.9% | -0.4% | 114.8 | 339,427 | -400 | 5 | — |
| ☆ESLT funds › | ELBIT SYS LTD | ADD | — | 4.2% | -0.5% | 99.3 | 130,840 | +22,449 | 5 | — |
| ☆MC funds › | MOELIS & CO | HOLD | — | 2.7% | -0.1% | 64.1 | 979,810 | +0 | 5 | — |
| ☆EQIX funds › | EQUINIX INC | HOLD | — | 0.2% | -0.0% | 5.4 | 5,160 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | Common Stock | 0.2% | -0.0% | 4.3 | 18,060 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.1% | -0.0% | 2.3 | 12,640 | -8,980 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | Common Stock | 0.1% | -5.5% | 1.4 | 6,700 | -437,625 | 5 | — |
| ☆ARES funds › | ARES MANAGEMENT CORPORATION | HOLD | Common Stock | 0.1% | -0.0% | 1.2 | 11,150 | +0 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | HOLD | — | 0.0% | -0.0% | 1.0 | 7,500 | +0 | 5 | — |
| ☆TSAT funds › | TELESAT CORP | TRIM | — | 0.0% | -1.1% | 0.2 | 4,370 | -606,200 | 5 | — |
| ☆CHTR funds › | CHARTER COMMUNICATIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,602 | 0 | — |
| ☆PPLI funds › | IAC INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -23,507 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 2,336 | 21 | 0.18 | 82% | 0.082 | 0.826 | — | in |
| 2026Q1 | 1,934 | 21 | 0.07 | 87% | 0.085 | 0.936 | — | in |
| 2025Q4 | 2,130 | 21 | 0.11 | 88% | 0.085 | 0.903 | — | in |
| 2025Q3 | 1,849 | 20 | 0.13 | 92% | 0.091 | 0.897 | — | in |
| 2025Q2 | 1,914 | 21 | 0.05 | 87% | 0.082 | 0.945 | — | entered |
| 2025Q1 | 1,684 | 22 | 0.00 | 86% | 0.083 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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