1y return+11.1%S&P 500 +20.9%
3y return+74.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $216 against $198 in the S&P 500.2
Heard Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| LRCXLam Research Corp | $328.4M | 14.1% | −29.2% |
| TDGTransdigm Group Inc | $248.1M | 10.6% | +4.3% |
| FICOFair Isaac Corp | $233.6M | 10.0% | +9.6% |
| APOApollo Global Mgmt Inc | $200.0M | 8.6% | |
| ATEXAnterix Inc | $176.7M | 7.6% | |
| PLTRPalantir Technologies Inc | $162.2M | 6.9% | +5.2% |
| AVAVAerovironment Inc | $149.2M | 6.4% | +25.3% |
| BXBlackstone Inc | $143.3M | 6.1% | −1.2% |
| BEBloom Energy Corp | $135.9M | 5.8% | New |
| MRVLMarvell Technology Inc | $133.4M | 5.7% | New |
| AMTAmerican Tower Corp | $131.6M | 5.6% | −27.6% |
| AXPAmerican Express Co | $114.8M | 4.9% | |
| Elbit Sys LtdCUSIP M3760D101 | $99.3M | 4.2% | +20.7% |
| MCMoelis & Co | $64.1M | 2.7% | |
| EQIXEquinix Inc | $5.4M | 0.2% | |
| AMZNAmazon Com Inc | $4.3M | 0.2% | |
| QCOMQualcomm Inc | $2.3M | 0.1% | −41.5% |
| ADBEAdobe Inc | $1.4M | 0.1% | −98.5% |
| ARESAres Management Corporation | $1.2M | 0.1% | |
| PLDPrologis Inc. | $1.0M | 0.0% | |
| TSATTelesat Corp | $221K | 0.0% | −99.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $328.4M |
| Elbit Sys LtdCUSIP M3760D101 | December 31, 2023 | +255.8% | $99.3M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $248.1M |
| FICOFair Isaac Corp | June 30, 2020 | +185.8% | $233.6M |
| ARESAres Management Corporation | June 30, 2020 | +180.4% | $1.2M |
| AVAVAerovironment Inc | September 30, 2020 | +175.1% | $149.2M |
| ATEXAnterix Inc | December 31, 2020 | +173.8% | $176.7M |
| MCMoelis & Co | June 30, 2020 | +110.0% | $64.1M |
| BXBlackstone Inc | June 30, 2020 | +107.7% | $143.3M |
| AXPAmerican Express Co | March 31, 2023 | +105.1% | $114.8M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.5% | +14.8% |
| March 31, 2026 | −10.3% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +2.7% | +7.8% |
| June 30, 2025 | +18.1% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −3.9% | +2.1% |
| September 30, 2024 | +11.4% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +19.5% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +11.9% | +8.3% |
| March 31, 2023 | +9.9% | +7.0% |
| December 31, 2022 | +13.9% | +7.1% |
| September 30, 2022 | −11.7% | −5.3% |
| December 31, 2021 | +3.2% | +10.7% |
| September 30, 2021 | −4.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Heard Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1796409&type=13F-HR&dateb=&owner=include&count=40CIK 1796409
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1796409/000117266126003256/Filed August 11, 2026 · accession 0001172661-26-003256