Heard Capital LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.8T
Holdings
22
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADBEADOBE INC | 375,915 | $194.6B | 10.91% | |
| 2 | T7DTRANSDIGM GROUP INC | 132,206 | $188.7B | 10.58% | |
| 3 | AMTAMERICAN TOWER CORP NEW | 790,325 | $183.8B | 10.30% | |
| 4 | BXBLACKSTONE INC | 1,033,262 | $158.2B | 8.87% | |
| 5 | FICOFAIR ISAAC CORP | 76,140 | $148.0B | 8.30% | |
| 6 | LRCXEURLAM RESEARCH CORP | 172,913 | $141.1B | 7.91% | |
| 7 | PLDPROLOGIS INC. | 1,055,764 | $133.3B | 7.47% | |
| 8 | MCMOELIS & CO | 1,798,360 | $123.2B | 6.91% | |
| 9 | JPXAEROVIRONMENT INC | 592,136 | $118.7B | 6.66% | |
| 10 | AXPAMERICAN EXPRESS CO | 373,927 | $101.4B | 5.69% | |
| 11 | APOAPOLLO GLOBAL MGMT INC | 753,523 | $94.1B | 5.28% | |
| 12 | ATEXANTERIX INC | 1,752,138 | $66.0B | 3.70% | |
| 13 | BLKCHFBLACKROCK INC | 54,605 | $51.8B | 2.91% | |
| 14 | ESLTELBIT SYS LTD | 218,392 | $43.7B | 2.45% | |
| 15 | TSATTELESAT CORP | 1,754,600 | $23.1B | 1.30% | |
| 16 | EQIXEQUINIX INC | 3,815 | $3.4B | 0.19% | |
| 17 | AMZNAMAZON COM INC | 16,400 | $3.1B | 0.17% | |
| 18 | QCOMQUALCOMM INC | 14,480 | $2.5B | 0.14% | |
| 19 | ARESARES MANAGEMENT CORPORATION | 11,150 | $1.7B | 0.10% | |
| 20 | GXOGXO LOGISTICS INCORPORATED | 29,880 | $1.6B | 0.09% | |
| 21 | 0J7QIAC INC | 21,307 | $1.1B | 0.06% | |
| 22 | CHTRCHARTER COMMUNICATIONS INC N | 1,630 | $528.3M | 0.03% |