Fund HoldingsHeard Capital LLC

Total Portfolio Value
$1.49B
Total Bought
$53.74M
Total Sold
$136.52M
Net Transaction
-$82.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ELBIT SYS LTD(ESLT)0123,930+123,930026,4281.77%+26,428
BLACKSTONE INC(BX)1,195,3901,144,986-50,404128,074149,90210.04%+21,827
MOELIS & CO(MC)1,863,9701,858,119-5,85184,121104,2966.99%+20,175
FAIR ISAAC CORP(FICO)99,05090,500-8,55086,028105,3437.06%+19,315
AMERICAN EXPRESS CO(AXP)478,898450,979-27,91971,44784,4865.66%+13,040
PROLOGIS INC.(PLD)798,038768,555-29,48389,548102,4486.86%+12,901
AMERICAN TOWER CORP NEW(AMT)924,555758,798-165,757152,043163,80910.97%+11,766
ADOBE INC(ADBE)262,055238,814-23,241133,622142,4769.54%+8,855
APOLLO GLOBAL MGMT INC(APO)619,260689,508+70,24855,58564,2554.30%+8,670
TRANSDIGM GROUP INC(TDG)158,214140,424-17,790133,395142,0539.51%+8,658
AEROVIRONMENT INC681,272637,645-43,62775,98280,3695.38%+4,387
ANTERIX INC(ATEX)1,813,1311,829,551+16,42056,89660,9614.08%+4,065
GXO LOGISTICS INCORPORATED(GXO)582,374613,300+30,92634,15637,5092.51%+3,353
ISHARES TR(Put)10,00015,900+5,9002,3384,173+1,835
SPDR S&P 500 ETF TR(SPY)(Put)12,50015,000+2,5005,3447,130+1,786
IAC INC(PPLI)1,147,4951,130,950-16,54557,82259,2393.97%+1,417
ISHARES TR(Put)05,000+5,00001,004+1,004
LAM RESEARCH CORP(LRCX)132,735106,703-26,03283,19483,5765.60%+382
QUALCOMM INC(QCOM)10,68810,68801,1871,5460.10%+359
AMAZON COM INC(AMZN)11,31011,31001,4381,7180.12%+281
EQUINIX INC(EQIX)3,0103,01002,1862,4240.16%+238
CHARTER COMMUNICATIONS INC N(CHTR)1,6601,66007306450.04%-85
ARES MANAGEMENT CORPORATION(ARES)15,80012,450-3,3501,6251,4810.10%-145
INVESCO QQQ TR(Call)5,0004,000-1,0001,7911,638-153
AMERICAN TOWER CORP NEW(AMT)(Call)5,0000-5,0008220-822
BLACKROCK INC(BLK)93,63573,299-20,33660,53459,5043.99%-1,030
TELESAT CORP(TSAT)1,759,0221,778,837+19,81525,15418,5531.24%-6,601
INVESCO QQQ TR(Put)32,5000-32,50011,6440-11,644
Page 1 of 1