Heard Capital LLC
CIK 1796409 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $2.3B
- 持仓
- 21
- 截至
- 2026年6月30日
按 13F 价值排名第 1372（共 9443） · 前 14.5%
投资组合价值同比（季度）：+20.8% 13F不披露现金
- 前十大持仓权重
- 81.78%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 14
- 有效持仓数量
- 12.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 14.58% 估计买入 $356145208 · 卖出 $311446577
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.5% 仍持有
- 新仓位
- 2
- 增加
- 6
- 减少
- 7
- 已结清
- 2
本页内容
与标普500指数的表现对比
年化：+20.7% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：100.0% · 已排除期权：0.0%
行业细分
Technology
36.9%
Industrials
27.1%
Financial Services
22.4%
Telecommunication
7.6%
Real Estate
5.9%
Retail
0.2%
完整投资组合 21 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| LRCX Lam Research Corporation - Common Stock | $328360141 | 14.05% | 757760 | $99555920 | 下跌 ×5 | ||
| TDG Transdigm Group Incorporated Common Stock | $248144400 | 10.62% | 186289 | $41142554 | 上涨 ×4 | ||
| FICO Fair Isaac Corporation Common Stock | $233611749 | 10.00% | 195527 | $43151938 | 上涨 ×2 | ||
| APO Apollo Global Management, Inc. (New) Common Stock | $199980576 | 8.56% | 1690310 | $12625618 | 上涨 ×6 | ||
| ATEX Anterix Inc. - Common Stock | $176721010 | 7.56% | 1716738 | $111158786 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $162153333 | 6.94% | 1389846 | $-31191526 | 上涨 ×2 | ||
| AVAV AeroVironment, Inc. - Common Stock | $149219153 | 6.39% | 903975 | $17175669 | 上涨 ×1 | ||
| BX Blackstone Inc. Common Stock | $143274992 | 6.13% | 1217600 | $1504971 | 下跌 ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $135854182 | 5.81% | 448808 | 上涨 ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $133447869 | 5.71% | 447977 | 上涨 ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $131648987 | 5.63% | 804848 | $-60278094 | 下跌 ×2 | ||
| AXP American Express Company Common Stock | $114811183 | 4.91% | 339427 | $12020312 | 下跌 ×3 | ||
| ESLT Elbit Systems Ltd. - Ordinary Shares | $99270925 | 4.25% | 130840 | $7237211 | 上涨 ×1 | ||
| MC Moelis & Company Class A Common Stock | $64099170 | 2.74% | 979810 | $8250000 | |||
| EQIX Equinix, Inc. - Common Stock | $5378732 | 0.23% | 5160 | $320694 | |||
| AMZN Amazon.com, Inc. - Common Stock | $4304420 | 0.18% | 18060 | $543064 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $2335746 | 0.10% | 12640 | $-448478 | 下跌 ×1 | ||
| ADBE Adobe Inc. - Common Stock | $1373634 | 0.06% | 6700 | $-106632887 | 下跌 ×1 | ||
| ARES Ares Management Corporation Class A Common Stock | $1241107 | 0.05% | 11150 | $24642 | |||
| PLD Prologis, Inc. Common Stock | $1016025 | 0.04% | 7500 | $24675 | |||
| TSAT Telesat Corporation - Class A Common Shares and Class B Variable Voting Shares | $221209 | 0.01% | 4370 | $-21881425 | 下跌 ×6 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| ATEX | 仅价格变动 | +0 | +$111.2M |
| LRCX | 削减 | -313K | +$99.6M |
| AMT | 削减 | -307K | -$60.3M |
| FICO | 增持 | +17K | +$43.2M |
| TDG | 增持 | +8K | +$41.1M |
| PLTR | 增持 | +68K | -$31.2M |
| AVAV | 增持 | +183K | +$17.2M |
| APO | 增持 | +9K | +$12.6M |
| AXP | 削减 | -400 | +$12.0M |
| MC | 仅价格变动 | +0 | +$8.2M |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。