Heard Capital LLC holds a focused book of 21 stocks worth $2.3B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Bloom Energy Corp- A and trimmed Lam Research Corp. Their largest long position is Lam Research Corp at 14% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Heard Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 23 / 21 | $309.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 23 / 21 | $112.2B |
| MORGAN STANLEY | 23 / 21 | $66.5B |
| JPMORGAN CHASE & CO | 23 / 21 | $63.7B |
| BANK OF AMERICA CORP /DE/ | 23 / 21 | $34.0B |
| UBS Group AG | 23 / 21 | $19.0B |
| ROYAL BANK OF CANADA | 23 / 21 | $16.0B |
| CITIGROUP INC | 23 / 21 | $7.7B |
Ranked by how many of Heard Capital LLC's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp COM NEW | $328.4M | 757.8K | 14.1% | ▼−29% Reduced · −313K sh | |
| 2 | Transdigm Group Inc COM | $248.1M | 186.3K | 10.6% | ▲+4.3% Added · +8K sh | |
| 3 | Fair Isaac Corp COM | $233.6M | 195.5K | 10.0% | ▲+9.6% Added · +17K sh | |
| 4 | Apollo Global Mgmt Inc COM | $200.0M | 1.69M | 8.6% | ▲+0.5% Added · +9K sh | |
| 5 | Anterix Inc COM | $176.7M | 1.72M | 7.6% | —Held | |
| 6 | Palantir Technologies Inc CL A | $162.2M | 1.39M | 6.9% | ▲+5.2% Added · +68K sh | |
| 7 | Aerovironment Inc COM | $149.2M | 904.0K | 6.4% | ▲+25% Added · +183K sh | |
| 8 | Blackstone Inc COM | $143.3M | 1.22M | 6.1% | ▼−1.2% Reduced · −15K sh | |
| 9 | Bloom Energy Corp COM CL A | $135.9M | 448.8K | 5.8% | ▲New New position | |
| 10 | Marvell Technology Inc COM | $133.4M | 448.0K | 5.7% | ▲New New position | |
| 11 | American Tower Corp COM | $131.6M | 804.8K | 5.6% | ▼−28% Reduced · −307K sh | |
| 12 | American Express Co COM | $114.8M | 339.4K | 4.9% | ▼−0.1% Reduced · −400 sh | |
| 13 | Elbit Sys Ltd ORD | $99.3M | 130.8K | 4.2% | ▲+21% Added · +22K sh | |
| 14 | Moelis & Co CL A | $64.1M | 979.8K | 2.7% | —Held | |
| 15 | Equinix Inc COM | $5.4M | 5.2K | 0.2% | —Held | |
| 16 | Amazon Com Inc COM | $4.3M | 18.1K | 0.2% | —Held | |
| 17 | Qualcomm Inc COM | $2.3M | 12.6K | 0.1% | ▼−42% Reduced · −9K sh | |
| 18 | Adobe Inc COM | $1.4M | 6.7K | 0.1% | ▼−98% Reduced · −438K sh | |
| 19 | Ares Management Corporation CL A COM STK | $1.2M | 11.2K | 0.1% | —Held | |
| 20 | Prologis Inc. COM | $1.0M | 7.5K | 0.0% | —Held | |
| 21 | Telesat Corp CL A & CL B SHS | $221K | 4.4K | 0.0% | ▼−99% Reduced · −606K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1796409/holdings"
Use Arkolith to show Heard Capital LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 21 | $2.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 21 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 21 | $2.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 21 | $2.1B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 21 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 22 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 22 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 22 | $1.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 22 | $1.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 24 | $1.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 13, 2024 | 26 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 26 | $1.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 26 | $1.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 4, 2023 | 28 | $1.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 28 | $939.1M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 34 | $854.6M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 31 | $932.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 40 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45 | $639.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 36 | $515.8M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47 | $441.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 41 | $356.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 49 | $301.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.