Fund HoldingsHeard Capital LLC

Total Portfolio Value
$1.59B
Total Bought
$141.68M
Total Sold
$184.82M
Net Transaction
-$43.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
FAIR ISAAC CORP(FICO)90,500111,008+20,508105,343138,7178.71%+33,374
PROLOGIS INC.(PLD)768,5551,017,020+248,465102,448132,4368.32%+29,988
TRANSDIGM GROUP INC(TDG)140,424135,815-4,609142,053167,27010.51%+25,217
AMERICAN TOWER CORP NEW(AMT)758,798947,168+188,370163,809187,15111.76%+23,342
ADOBE INC(ADBE)238,814323,619+84,805142,476163,29810.26%+20,822
LAM RESEARCH CORP(LRCX)106,703105,033-1,67083,576102,0476.41%+18,471
MOELIS & CO(MC)1,858,1192,117,000+258,881104,296120,1827.55%+15,886
ELBIT SYS LTD(ESLT)123,930177,685+53,75526,42837,3552.35%+10,927
APOLLO GLOBAL MGMT INC(APO)689,508663,585-25,92364,25574,6204.69%+10,365
BLACKSTONE INC(BX)1,144,9861,188,553+43,567149,902156,1409.81%+6,239
AEROVIRONMENT INC637,645564,279-73,36680,36986,4935.43%+6,124
AMERICAN EXPRESS CO(AXP)450,979395,235-55,74484,48689,9915.65%+5,505
ISHARES TR(Put)5,00010,000+5,0001,0042,103+1,099
AMAZON COM INC(AMZN)11,31011,110-2001,7182,0040.13%+286
QUALCOMM INC(QCOM)10,68810,488-2001,5461,7760.11%+230
ARES MANAGEMENT CORPORATION(ARES)12,45012,45001,4811,6560.10%+175
EQUINIX INC(EQIX)3,0102,960-502,4242,4430.15%+19
CHARTER COMMUNICATIONS INC N(CHTR)1,6601,630-306454740.03%-171
INVESCO QQQ TR(Call)4,0000-4,0001,6380-1,638
ANTERIX INC(ATEX)1,829,5511,736,404-93,14760,96158,3613.67%-2,600
TELESAT CORP(TSAT)1,778,8371,764,863-13,97418,55315,0370.94%-3,517
ISHARES TR(Put)15,9000-15,9004,1730-4,173
SPDR S&P 500 ETF TR(SPY)(Put)15,0005,000-10,0007,1302,615-4,514
BLACKROCK INC(BLK)73,29960,367-12,93259,50450,3283.16%-9,176
GXO LOGISTICS INCORPORATED(GXO)613,30029,880-583,42037,5091,6060.10%-35,903
IAC INC(PPLI)1,130,95043,680-1,087,27059,2392,3300.15%-56,909
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