Grufity logo
Grufity logo

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%
Performance for 2026 Q1 is -11.38%, and YTD is -11.38%, and 2025 is 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.

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.

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

Heard 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 inc46.35
adobe inc44.26
fair isaac corp20.22
qualcomm inc18.47
apollo global mgmt inc11.21
amazon com inc8.66
blackstone inc6.93
transdigm group inc4.68
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%
Technology37.4
Industrials17.5
Others15.6
Financial Services15.6
Real Estate10.2
Communication Services3.5

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-CAP50.8
MEGA-CAP27.3
UNALLOCATED15.6
SMALL-CAP3.4
MID-CAP2.9

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 50061.2
Others25.7
RUSSELL 200013.1
Top 5 Winners (%)%
ATEX
anterix inc
74.9 %
ESLT
elbit sys ltd
37.7 %
EQIX
equinix inc
27.8 %
LRCX
lam research corp
22.7 %
TSAT
telesat corp
18.3 %
Top 5 Winners ($)$
LRCX
lam research corp
50.2 M
ESLT
elbit sys ltd
38.9 M
ATEX
anterix inc
28.1 M
TSAT
telesat corp
6.5 M
EQIX
equinix inc
1.1 M
Top 5 Losers (%)%
FICO
fair isaac corp
-34.8 %
ARES
ares management corporation
-32.5 %
ADBE
adobe inc
-27.1 %
BX
blackstone inc
-24.8 %
AVAV
aerovironment inc
-24.3 %
Top 5 Losers ($)$
FICO
fair isaac corp
-101.8 M
apollo global mgmt inc
-53.2 M
BX
blackstone inc
-46.7 M
AVAV
aerovironment inc
-42.5 M
ADBE
adobe inc
-40.2 M

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.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions