Heard Capital LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.7T
Holdings
22
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | T7DTRANSDIGM GROUP INC | 168,421 | $213.4B | 12.69% | |
| 2 | AMTAMERICAN TOWER CORP NEW | 958,078 | $175.7B | 10.45% | |
| 3 | ADBEADOBE INC | 391,214 | $174.0B | 10.35% | |
| 4 | BXBLACKSTONE INC | 977,730 | $168.6B | 10.03% | |
| 5 | FICOFAIR ISAAC CORP | 82,335 | $163.9B | 9.75% | |
| 6 | APOAPOLLO GLOBAL MGMT INC | 889,317 | $146.9B | 8.74% | |
| 7 | LRCXLAM RESEARCH CORP | 1,862,760 | $134.5B | 8.00% | |
| 8 | JPXAEROVIRONMENT INC | 750,200 | $115.4B | 6.87% | |
| 9 | AXPAMERICAN EXPRESS CO | 381,130 | $113.1B | 6.73% | |
| 10 | MCMOELIS & CO | 841,970 | $62.2B | 3.70% | |
| 11 | ESLTELBIT SYS LTD | 222,980 | $57.5B | 3.42% | |
| 12 | PLTRPALANTIR TECHNOLOGIES INC | 739,990 | $56.0B | 3.33% | |
| 13 | ATEXANTERIX INC | 1,752,138 | $53.7B | 3.20% | |
| 14 | TSATTELESAT CORP | 1,713,307 | $28.2B | 1.68% | |
| 15 | PLDPROLOGIS INC. | 34,960 | $3.7B | 0.22% | |
| 16 | AMZNAMAZON COM INC | 16,400 | $3.6B | 0.21% | |
| 17 | EQIXEQUINIX INC | 3,815 | $3.6B | 0.21% | |
| 18 | QCOMQUALCOMM INC | 14,480 | $2.2B | 0.13% | |
| 19 | ARESARES MANAGEMENT CORPORATION | 11,150 | $2.0B | 0.12% | |
| 20 | BLKBLACKROCK INC | 1,410 | $1.4B | 0.09% | |
| 21 | 0J7QIAC INC | 21,307 | $919.2M | 0.05% | |
| 22 | CHTRCHARTER COMMUNICATIONS INC N | 2,282 | $782.2M | 0.05% |