| |
|
|
| Name: |
Heard Capital LLC |
| City: |
CHICAGO |
| State: |
IL |
| Zip: |
60606 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
14 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDG |
Transdigm Group Inc |
2 |
- |
$1,326.19 |
$167,270,000 |
135,815 |
10.51% |
25,217,000 |
-4,609 |
0.247 |
Aerospace/Defense Pro... |
|
|
LRCX |
Lam Research Corp |
8 |
- |
$965.77 |
$102,047,000 |
105,033 |
6.41% |
18,471,000 |
-1,670 |
0.073 |
Semiconductor Equipme... |
|
|
AXP |
American Express Co |
9 |
- |
$240.09 |
$89,991,000 |
395,235 |
5.65% |
5,505,000 |
-55,744 |
0.049 |
Credit Services |
|
|
AVAV |
Aerovironment Inc |
10 |
- |
$196.18 |
$86,493,000 |
564,279 |
5.43% |
6,124,000 |
-73,366 |
2.341 |
Aerospace/Defense Pro... |
|
|
APO |
Apollo Global Management LLC |
11 |
- |
$113.84 |
$74,620,000 |
663,585 |
4.69% |
10,365,000 |
-25,923 |
0.111 |
Diversified Investments |
|
|
ATEX |
Anterix Ord Shs |
12 |
- |
$42.99 |
$58,361,000 |
1,736,404 |
3.67% |
-2,600,000 |
-93,147 |
10.037 |
N/A |
|
|
BLK |
BlackRock Inc A |
13 |
- |
$799.61 |
$50,328,000 |
60,367 |
3.16% |
-9,176,000 |
-12,932 |
0.036 |
Investment Brokerage ... |
|
|
TSAT |
Telesat Class B Variable Vo... |
15 |
- |
$0.00 |
$15,037,000 |
1,764,863 |
0.94% |
-3,516,000 |
-13,974 |
3.922 |
N/A |
|
|
EQIX |
Equinix Inc |
16 |
- |
$781.46 |
$2,443,000 |
2,960 |
0.15% |
19,000 |
-50 |
0.003 |
Telecom Services - Do... |
|
|
IAC |
IAC/InterActiveCorp |
17 |
- |
$50.39 |
$2,330,000 |
43,680 |
0.15% |
-56,909,000 |
-1,087,270 |
0.052 |
Internet Software & S... |
|
|
AMZN |
Amazon.com Inc |
18 |
- |
$183.13 |
$2,004,000 |
11,110 |
0.13% |
286,000 |
-200 |
0 |
Internet Software & S... |
|
|
QCOM |
QUALCOMM Inc |
19 |
- |
$202.93 |
$1,776,000 |
10,488 |
0.11% |
230,000 |
-200 |
0.001 |
Communication Equipment |
|
|
GXO |
Gxo Logistics, Inc. |
21 |
- |
$52.47 |
$1,606,000 |
29,880 |
0.1% |
-35,903,000 |
-583,420 |
0.026 |
N/A |
|
|
CHTR |
Charter Communications Inc |
22 |
- |
$271.09 |
$474,000 |
1,630 |
0.03% |
-171,000 |
-30 |
0.001 |
CATV Systems |
|
