Heard Capital LLC Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$1639.2T
Holdings
22
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMTAMERICAN TOWER CORP NEW | 1,013,693 | $197.0T | 12.02% | |
| 2 | ADBEADOBE INC | 353,655 | $196.5T | 11.99% | |
| 3 | BXBLACKSTONE INC | 1,257,085 | $155.6T | 9.49% | |
| 4 | T7DTRANSDIGM GROUP INC | 119,133 | $152.2T | 9.29% | |
| 5 | FICOFAIR ISAAC CORP | 98,723 | $147.0T | 8.97% | |
| 6 | PLDPROLOGIS INC. | 1,104,900 | $124.1T | 7.57% | |
| 7 | MCMOELIS & CO | 2,150,710 | $122.3T | 7.46% | |
| 8 | LRCXEURLAM RESEARCH CORP | 104,633 | $111.4T | 6.80% | |
| 9 | AXPAMERICAN EXPRESS CO | 377,180 | $87.3T | 5.33% | |
| 10 | JPXAEROVIRONMENT INC | 471,689 | $85.9T | 5.24% | |
| 11 | APOAPOLLO GLOBAL MGMT INC | 649,585 | $76.7T | 4.68% | |
| 12 | ATEXANTERIX INC | 1,772,690 | $70.2T | 4.28% | |
| 13 | BLKCHFBLACKROCK INC | 59,627 | $46.9T | 2.86% | |
| 14 | ESLTELBIT SYS LTD | 208,322 | $36.8T | 2.24% | |
| 15 | TSATTELESAT CORP | 1,768,400 | $16.1T | 0.98% | |
| 16 | AMZNAMAZON COM INC | 16,400 | $3.2T | 0.19% | |
| 17 | EQIXEQUINIX INC | 3,875 | $2.9T | 0.18% | |
| 18 | QCOMQUALCOMM INC | 12,900 | $2.6T | 0.16% | |
| 19 | GXOGXO LOGISTICS INCORPORATED | 29,880 | $1.5T | 0.09% | |
| 20 | ARESARES MANAGEMENT CORPORATION | 11,150 | $1.5T | 0.09% | |
| 21 | 0J7QIAC INC | 21,307 | $998.2B | 0.06% | |
| 22 | CHTRCHARTER COMMUNICATIONS INC N | 1,630 | $487.3B | 0.03% |