Heard Capital LLC
Annual return '25
-6.1%
SPY '25
+17.7%
Alpha
-23.8ptsvs SPY
Invested
$1.9B
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LRCX
LAM RESEARCH CORP
Q4 2025: New position (1.3k shares)
11.8%
02
$TDG
TRANSDIGM GROUP INC
Q4 2025: Exited (was 156.7k shares)
10.7%
03
$PLTR
PALANTIR TECHNOLOGIES INC
Q4 2025: Sold 99.9% (1.03M → 1.4k shares)
10.0%
04
$AMT
AMERICAN TOWER CORP
Q4 2025: Exited (was 1.02M shares)
9.9%
05
$FICO
FAIR ISAAC CORP
Q4 2025: Exited (was 149.5k shares)
9.8%
06
$APO
APOLLO GLOBAL MGMT INC
Q4 2025: Exited (was 1.46M shares)
9.7%
07
$BX
BLACKSTONE INC
Q4 2025: Exited (was 1.09M shares)
7.3%
08
$AVAV
AEROVIRONMENT INC
Q4 2025: Exited (was 486.5k shares)
6.8%
09
$ADBE
ADOBE INC
Q4 2025: Exited (was 296.4k shares)
5.6%
10
$AXP
AMERICAN EXPRESS CO
Q4 2025: Exited (was 431.7k shares)
5.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.