What Heard Capital LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1796409 · Filed Aug 11, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 186.3K |
| +4.3% |
| $248.1M |
| 10.6% |
FICOFair Isaac Corp | 195.5K | +9.6% | $233.6M | 10% |
APOApollo Global Management, Inc. | 1.7M | +0.5% | $200M | 8.6% |
ATEXAnterix Inc. | 1.7M | ±0% | $176.7M | 7.6% |
PLTRPalantir Technologies Inc. | 1.4M | +5.2% | $162.2M | 6.9% |
AVAVAeroVironment Inc | 904K | +25.3% | $149.2M | 6.4% |
BXBlackstone Inc. | 1.2M | −1.2% | $143.3M | 6.1% |
BEBloom Energy Corp | 448.8K | New | $135.9M | 5.8% |
MRVLMarvell Technology, Inc. | 448K | New | $133.4M | 5.7% |
AMTAmerican Tower Corp | 804.8K | −27.6% | $131.6M | 5.6% |
AXPAmerican Express Co | 339.4K | −0.1% | $114.8M | 4.9% |
ESLTElbit Systems Ltd | 130.8K | +20.7% | $99.3M | 4.2% |
MCMoelis & Co | 979.8K | ±0% | $64.1M | 2.7% |
EQIXEquinix Inc | 5.2K | ±0% | $5.4M | 0.2% |
AMZNAmazon Com Inc | 18.1K | ±0% | $4.3M | 0.2% |
QCOMQualcomm Inc | 12.6K | −41.5% | $2.3M | 0.1% |
ADBEAdobe Inc. | 6.7K | −98.5% | $1.4M | 0.1% |
ARESAres Management Corp | 11.2K | ±0% | $1.2M | 0.1% |
PLDPrologis, Inc. | 7.5K | ±0% | $1M | 0.1% |
TSATTelesat Corp | 4.4K | −99.3% | $221.2K | 0.1% |
