Manager
Heard Capital LLC
Scorecard
Manager quality
Rank
16
Grade
A
Signal
74.0
Evidence
usable
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
Components
Score ingredients
| AUM | $2.3B |
|---|---|
| Holdings | 21 |
| Quality score | 77.8 |
| Filing signal | 68.4 |
| 90d excess return | 0.4% |
| 3y excess return | -1.9% |
| Top20 concentration | 100.0% |
| Turnover | 8.6% |
| Notes | none |
Latest reported book
Top holdings
| Ticker | Issuer | Value | Weight | Shares | Type |
|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $328.4M | 14.1% | 757,760 | Common |
| TDG | TRANSDIGM GROUP INC | $248.1M | 10.6% | 186,289 | Common |
| FICO | FAIR ISAAC CORP | $233.6M | 10.0% | 195,527 | Common |
| APO | APOLLO GLOBAL MGMT INC | $200.0M | 8.6% | 1,690,310 | Common |
| ATEX | ANTERIX INC | $176.7M | 7.6% | 1,716,738 | Common |
| PLTR | PALANTIR TECHNOLOGIES INC | $162.2M | 6.9% | 1,389,846 | Common |
| AVAV | AEROVIRONMENT INC | $149.2M | 6.4% | 903,975 | Common |
| BX | BLACKSTONE INC | $143.3M | 6.1% | 1,217,600 | Common |
| BE | BLOOM ENERGY CORP | $135.9M | 5.8% | 448,808 | Common |
| MRVL | MARVELL TECHNOLOGY INC | $133.4M | 5.7% | 447,977 | Common |
| AMT | AMERICAN TOWER CORP | $131.6M | 5.6% | 804,848 | Common |
| AXP | AMERICAN EXPRESS CO | $114.8M | 4.9% | 339,427 | Common |
| ESLT | ELBIT SYS LTD | $99.3M | 4.2% | 130,840 | Common |
| MC | MOELIS & CO | $64.1M | 2.7% | 979,810 | Common |
| EQIX | EQUINIX INC | $5.4M | 0.2% | 5,160 | Common |
| AMZN | AMAZON COM INC | $4.3M | 0.2% | 18,060 | Common |
| QCOM | QUALCOMM INC | $2.3M | 0.1% | 12,640 | Common |
| ADBE | ADOBE INC | $1.4M | 0.1% | 6,700 | Common |
| ARES | ARES MANAGEMENT CORPORATION | $1.2M | 0.1% | 11,150 | Common |
| PLD | PROLOGIS INC. | $1.0M | 0.0% | 7,500 | Common |
Quarter over quarter
Position changes
| Ticker | Lifecycle | Shares Δ | Value Δ | Weight | Type |
|---|---|---|---|---|---|
| BE | INITIATION | 448,808 | $135.9M | 5.3% | Common |
| MRVL | INITIATION | 447,977 | $133.4M | 5.2% | Common |
| ATEX | CORE | 0 | $111.2M | 6.9% | Common |
| ADBE | TRIM | -437,625 | -$106.6M | 4.2% | Common |
| LRCX | TRIM | -313,120 | $99.6M | 12.8% | Common |
| AMT | TRIM | -307,257 | -$60.3M | 7.5% | Common |
| FICO | BUILD | 17,117 | $43.2M | 9.1% | Common |
| TDG | BUILD | 7,679 | $41.1M | 9.7% | Common |
| PLTR | BUILD | 68,101 | -$31.2M | 7.6% | Common |
| TSAT | TRIM | -606,200 | -$21.9M | 0.9% | Common |
| AVAV | BUILD | 182,623 | $17.2M | 5.8% | Common |
| APO | BUILD | 8,790 | $12.6M | 7.8% | Common |
| AXP | TRIM | -400 | $12.0M | 4.5% | Common |
| MC | CORE | 0 | $8.3M | 2.5% | Common |
| ESLT | BUILD | 22,449 | $7.2M | 3.9% | Common |
| BX | TRIM | -15,290 | $1.5M | 5.6% | Common |
| IAC | EXIT | -23,507 | -$941.0K | 0.0% | Common |
| CHTR | EXIT | -2,602 | -$561.7K | 0.0% | Common |
| AMZN | CORE | 0 | $543.1K | 0.2% | Common |
| QCOM | TRIM | -8,980 | -$448.5K | 0.1% | Common |
| EQIX | CORE | 0 | $320.7K | 0.2% | Common |
| PLD | CORE | 0 | $24.7K | 0.0% | Common |
| ARES | CORE | 0 | $24.6K | 0.0% | Common |
Positive reported value change is not, by itself, evidence of buying; read it with shares and lifecycle state.
Boundary
What this filing does not show
13F reports selected U.S.-listed positions at quarter end. It does not reveal the manager's complete short book, non-reportable assets, option strikes or expiries, or total economic exposure.
CLI
Full dossier
strongmixed-positivediscovered_performance
Use uv run alpha funds show heard-capital-llc for the complete manager dossier.