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HCL

Heard Capital LLC Portfolio holdings

AUM $1.93B
1-Year Est. Return 21.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$41.2M
3
+$37.8M
4
APO icon
Apollo Global Management
APO
+$21M
5
TDG icon
TransDigm Group
TDG
+$10.5M

Top Sells

1
+$54.1M
2
+$49.6M
3
+$19.8M
4
AMT icon
American Tower
AMT
+$9.06M
5
AXP icon
American Express
AXP
+$2.12M

Sector Composition

1 Technology 38.54%
2 Financials 25.28%
3 Industrials 22.29%
4 Real Estate 10.23%
5 Communication Services 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
1
Lam Research
LRCX
$469B
$229M 11.83%
1,070,880
-221,775
TDG icon
2
TransDigm Group
TDG
$74B
$207M 10.7%
178,610
+7,981
PLTR icon
3
Palantir
PLTR
$272B
$193M 10%
1,321,745
+418,636
AMT icon
4
American Tower
AMT
$81.3B
$192M 9.92%
1,112,105
-50,335
FICO icon
5
Fair Isaac
FICO
$26.4B
$190M 9.85%
178,410
+30,012
APO icon
6
Apollo Global Management
APO
$70.7B
$187M 9.69%
1,681,520
+169,505
BX icon
7
Blackstone
BX
$138B
$142M 7.33%
1,232,890
+79,850
AVAV icon
8
AeroVironment
AVAV
$7.2B
$132M 6.83%
721,352
-798
ADBE icon
9
Adobe
ADBE
$78.1B
$108M 5.58%
444,325
+136,323
AXP icon
10
American Express
AXP
$234B
$103M 5.31%
339,827
-6,308
ESLT icon
11
Elbit Systems
ESLT
$35.2B
$92M 4.76%
108,391
-70,180
ATEX icon
12
Anterix
ATEX
$1.5B
$65.6M 3.39%
1,716,738
MC icon
13
Moelis & Co
MC
$4.85B
$55.8M 2.89%
979,810
-1,700
TSAT icon
14
Telesat
TSAT
$648M
$22.1M 1.14%
610,570
-616,773
EQIX icon
15
Equinix
EQIX
$108B
$5.06M 0.26%
5,160
+55
AMZN icon
16
Amazon
AMZN
$2.52T
$3.76M 0.19%
18,060
+1,440
QCOM icon
17
Qualcomm
QCOM
$208B
$2.78M 0.14%
21,620
+3,370
ARES icon
18
Ares Management
ARES
$25.7B
$1.22M 0.06%
11,150
PLD icon
19
Prologis
PLD
$131B
$991K 0.05%
7,500
-1,100
PPLI
20
People Inc
PPLI
$3.17B
$941K 0.05%
23,507
-2,050
CHTR icon
21
Charter Communications
CHTR
$16.2B
$562K 0.03%
2,602