Latest Heard Capital LLC Stock Portfolio
$1.93Billion | No. of Holdings #21
Heard Capital LLC Performance
2026 Q1-11.38%
YTD-11.38%
2025+14.23%
About Heard Capital LLC and 13F Hedge Fund Stock Holdings
Heard Capital LLC is a hedge fund based in Chicago, IL. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Heard Capital LLC reported an equity portfolio of $1.9 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Heard Capital LLC are LRCX, TDG, PLTR. The fund has invested 11.8% of it's portfolio in LAM RESEARCH CORP and 10.7% of portfolio in TRANSDIGM GROUP INC. <br><br> They significantly reduced their stock positions in TELESAT CORP (TSAT), ELBIT SYS LTD (ESLT) and LAM RESEARCH CORP (LRCX). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR), ADOBE INC (ADBE) and FAIR ISAAC CORP (FICO).
Heard Capital LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$1.93Billion
as of May 15, 2026Heard Capital LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Heard Capital LLC made a return of -11.38% in the last quarter. In trailing 12 months, it's portfolio return was 4.41%.
- Performance
- S&P 500
New Buys
No new stocks were added by Heard Capital LLC
Additions
| Ticker | % Inc. |
|---|---|
| palantir technologies inc | 46.35 |
| adobe inc | 44.26 |
| fair isaac corp | 20.22 |
| qualcomm inc | 18.47 |
| apollo global mgmt inc | 11.21 |
| amazon com inc | 8.66 |
| blackstone inc | 6.93 |
| transdigm group inc | 4.68 |
Additions to existing portfolio by Heard Capital LLC
Reductions
| Ticker | % Reduced |
|---|---|
| telesat corp | -50.25 |
| elbit sys ltd | -39.3 |
| lam research corp | -17.16 |
| prologis inc. | -12.79 |
| iac inc | -8.02 |
| american tower corp | -4.33 |
| american express co | -1.82 |
| moelis & co | -0.17 |
Heard Capital LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Heard Capital LLC
Sector Distribution
Heard Capital LLC has about 37.4% of it's holdings in Technology sector.
- Technology
- Industrials
- Others
- Financial Services
- Real Estate
- Communication Services
| Sector | % |
|---|---|
| Technology | 37.4 |
| Industrials | 17.5 |
| Others | 15.6 |
| Financial Services | 15.6 |
| Real Estate | 10.2 |
| Communication Services | 3.5 |
Market Cap. Distribution
Heard Capital LLC has about 78.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- SMALL-CAP
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 50.8 |
| MEGA-CAP | 27.3 |
| UNALLOCATED | 15.6 |
| SMALL-CAP | 3.4 |
| MID-CAP | 2.9 |
Stocks belong to which Index?
About 74.3% of the stocks held by Heard Capital LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 61.2 |
| Others | 25.7 |
| RUSSELL 2000 | 13.1 |
Heard Capital LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Heard Capital LLC
Heard Capital LLC has 21 stocks in it's portfolio. About 87% of the portfolio is in top 10 stocks. FICO proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for Heard Capital LLC last quarter.
$1.93BTotal Value
21.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 5.58% | 444,325 | $108.01M 5.58% | 44.26%increased 44.26 percentadded | ||
 American Tower Corp Heard Capital LLC's holding in American Tower Corp over time | 9.92% | 1,112,100 | $191.93M 9.92% | 4.33%decreased 4.33 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN Heard Capital LLC's holding in Amazon Com Inc over time | 0.19% | 18,060 | $3.76M 0.19% | 8.66%increased 8.66 percentadded | |
 Ares Management Corporation Heard Capital LLC's holding in Ares Management Corporation over time | 0.06% | 11,150 | $1.22M 0.06% | 0%unchanged 0 percentunchanged | |
 Anterix Inc Anterix IncATEX Heard Capital LLC's holding in Anterix Inc over time | 3.39% | 1,716,740 | $65.56M 3.39% | 0%unchanged 0 percentunchanged | |
 Aerovironment Inc Heard Capital LLC's holding in Aerovironment Inc over time | 6.83% | 721,352 | $132.04M 6.83% | 0.11%decreased 0.11 percentreduced | |
 American Express Co Heard Capital LLC's holding in American Express Co over time | 5.31% | 339,827 | $102.79M 5.31% | 1.82%decreased 1.82 percentreduced | |
 Blackstone Inc Heard Capital LLC's holding in Blackstone Inc over time | 7.33% | 1,232,890 | $141.77M 7.33% | 6.93%increased 6.93 percentadded | |
 Charter Communications Inc Heard Capital LLC's holding in Charter Communications Inc over time | 0.03% | 2,602 | $561.7K 0.03% | 0%unchanged 0 percentunchanged | |
 Equinix Inc Equinix IncEQIX Heard Capital LLC's holding in Equinix Inc over time | 0.26% | 5,160 | $5.06M 0.26% | 1.08%increased 1.08 percentadded | |
 ESLT Elbit Sys LtdElbit Sys LtdESLT | 4.76% | 108,391 | $92.03M 4.76% | 39.3%decreased 39.3 percentreduced | |
 Fair Isaac Corp Fair Isaac CorpFICO Heard Capital LLC's holding in Fair Isaac Corp over time | 9.85% | 178,410 | $190.46M 9.85% | 20.22%increased 20.22 percentadded | |
| 0.05% | 23,507 | $941.0K 0.05% | 8.02%decreased 8.02 percentreduced | ||
 Lam Research Corp Heard Capital LLC's holding in Lam Research Corp over time | 11.83% | 1,070,880 | $228.80M 11.83% | 17.16%decreased 17.16 percentreduced | |
 Moelis & Co Heard Capital LLC's holding in Moelis & Co over time | 2.89% | 979,810 | $55.85M 2.89% | 0.17%decreased 0.17 percentreduced | |
 Prologis Inc. Heard Capital LLC's holding in Prologis Inc. over time | 0.05% | 7,500 | $991.4K 0.05% | 12.79%decreased 12.79 percentreduced | |
 Palantir Technologies Inc Heard Capital LLC's holding in Palantir Technologies Inc over time | 9.99% | 1,321,740 | $193.34M 9.99% | 46.35%increased 46.35 percentadded | |
 Qualcomm Inc Qualcomm IncQCOM Heard Capital LLC's holding in Qualcomm Inc over time | 0.14% | 21,620 | $2.78M 0.14% | 18.47%increased 18.47 percentadded | |
 Transdigm Group Inc Heard Capital LLC's holding in Transdigm Group Inc over time | 10.7% | 178,610 | $207.00M 10.7% | 4.68%increased 4.68 percentadded | |
 TSAT Telesat CorpTelesat CorpTSAT | 1.14% | 610,570 | $22.10M 1.14% | 50.25%decreased 50.25 percentreduced | |
