13F HOLDINGS REPORT
Heard Capital LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-000903
Total Value
$1.68B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 168,421 | $213.4M | 12.69% |
| 2 | AMERICAN TOWER CORP NEW | 03027X100 | 958,078 | $175.7M | 10.45% |
| 3 | ADOBE INC | ADBE | 391,214 | $174.0M | 10.35% |
| 4 | BLACKSTONE INC | BX | 977,730 | $168.6M | 10.03% |
| 5 | FAIR ISAAC CORP | FICO | 82,335 | $163.9M | 9.75% |
| 6 | APOLLO GLOBAL MGMT INC | 03769M106 | 889,317 | $146.9M | 8.74% |
| 7 | LAM RESEARCH CORP | LRCX | 1,862,760 | $134.5M | 8.00% |
| 8 | AEROVIRONMENT INC | AVAV | 750,200 | $115.4M | 6.87% |
| 9 | AMERICAN EXPRESS CO | AXP | 381,130 | $113.1M | 6.73% |
| 10 | MOELIS & CO | MC | 841,970 | $62.2M | 3.70% |
| 11 | ELBIT SYS LTD | ESLT | 222,980 | $57.5M | 3.42% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 739,990 | $56.0M | 3.33% |
| 13 | ANTERIX INC | ATEX | 1,752,138 | $53.7M | 3.20% |
| 14 | TELESAT CORP | TSAT | 1,713,307 | $28.2M | 1.68% |
| 15 | PROLOGIS INC. | PLDGP | 34,960 | $3.7M | 0.22% |
| 16 | AMAZON COM INC | AMZN | 16,400 | $3.6M | 0.21% |
| 17 | EQUINIX INC | EQIX | 3,815 | $3.6M | 0.21% |
| 18 | QUALCOMM INC | QCOM | 14,480 | $2.2M | 0.13% |
| 19 | ARES MANAGEMENT CORPORATION | ARES-PB | 11,150 | $2.0M | 0.12% |
| 20 | BLACKROCK INC | BLK | 1,410 | $1.4M | 0.09% |
| 21 | IAC INC | IAC | 21,307 | $919,183 | 0.05% |
| 22 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,282 | $782,201 | 0.05% |