$1.36 Billion is the total value of Heard Capital LLC's 26 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IYT | New | ISHARES TRput | $2,337,700 | – | 10,000 | +100.0% | 0.17% | – |
AMT | New | AMERICAN TOWER CORP NEWcall | $822,250 | – | 5,000 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BX US | 16 | Q3 2023 | 13.3% |
TRANSDIGM GROUP INC COM STK | 16 | Q3 2023 | 11.4% |
ADOBE SYSTEMS INCORPORATED | 16 | Q3 2023 | 11.9% |
AMT US | 16 | Q3 2023 | 11.5% |
FICO US | 16 | Q3 2023 | 11.5% |
BLK US | 16 | Q3 2023 | 9.2% |
LRCX US | 16 | Q3 2023 | 10.0% |
MOELIS & COMPANY | 16 | Q3 2023 | 6.6% |
ARES US | 15 | Q3 2023 | 0.5% |
EQUINIX, INC | 15 | Q3 2023 | 0.3% |
View Heard Capital LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
SC 13G/A | 2024-02-13 |
SC 13G/A | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-04 |
SC 13G/A | 2023-02-13 |
SC 13G | 2023-02-13 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
View Heard Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.