Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$108M Buy
444,325
+136,323
+44% +$37.8M 5.58% 9
2025
Q4
$108M Buy
308,002
+11,637
+4% +$3.96M 5.06% 10
2025
Q3
$105M Sell
296,365
-160,967
-35% -$57.7M 5.07% 11
2025
Q2
$177M Buy
457,332
+65,942
+17% +$25.4M 9.24% 5
2025
Q1
$150M Buy
391,390
+176
+0% +$75.5K 8.92% 6
2024
Q4
$174M Buy
391,214
+15,299
+4% +$7.57M 10.35% 3
2024
Q3
$195M Buy
375,915
+22,260
+6% +$12.2M 10.91% 1
2024
Q2
$196M Buy
353,655
+30,036
+9% +$14.5M 11.99% 2
2024
Q1
$163M Buy
323,619
+84,805
+36% +$48.6M 10.23% 3
2023
Q4
$142M Sell
238,814
-23,241
-9% -$13.4M 9.45% 3
2023
Q3
$134M Sell
262,055
-14,261
-5% -$7.48M 9.85% 2
2023
Q2
$135M Sell
276,316
-82,277
-23% -$33.1M 10.27% 2
2023
Q1
$138M Buy
358,593
+48,961
+16% +$17.4M 11.38% 2
2022
Q4
$104M Buy
309,632
+10,909
+4% +$3.49M 11.1% 2
2022
Q3
$82.2M Buy
298,723
+17,226
+6% +$6.52M 9.62% 3
2022
Q2
$103M Sell
281,497
-4,385
-2% -$1.78M 11.05% 1
2022
Q1
$130M Buy
285,882
+189,847
+198% +$91.3M 11.91% 1
2021
Q4
$54.5M Buy
96,035
+32,890
+52% +$20.6M 8.51% 5
2021
Q3
$36.4M Sell
63,145
-4,587
-7% -$2.89M 7.05% 6
2021
Q2
$39.7M Buy
67,732
+7,805
+13% +$4.02M 8.99% 3
2021
Q1
$28.5M Buy
59,927
+9,271
+18% +$4.33M 7.98% 5
2020
Q4
$25.3M Buy
50,656
+9,800
+24% +$4.73M 8.41% 5
2020
Q3
$20M Sell
40,856
-1,025
-2% -$477K 8.25% 8
2020
Q2
$18.2M Sell
41,881
-6,438
-13% -$2.39M 8.95% 6
2020
Q1
$15.4M Buy
48,319
+11,405
+31% +$3.9M 9.15% 6
2019
Q4
$12.2M Buy
+36,914
New +$10.9M 5.74% 7

Other funds holding ADBE

Heard Capital LLC's ADBE Position: Q1 2026 in Review

Heard Capital LLC increased its Adobe (ADBE) stake by 44% in Q1 2026, buying an estimated $37.8M and bringing the position to 444,325 shares worth $108M. The position accounts for 5.58% of the portfolio, ranked #9.

Heard Capital LLC first reported a position in ADBE in Q4 2019 and has held it in 26 quarters since. The position peaked at $196M in Q2 2024. 2,188 funds tracked by Wall St. Rank hold ADBE as of Q1 2026.

  • Heard Capital LLC held 444,325 shares of Adobe worth $108M as of Q1 2026.
  • Heard Capital LLC bought 136,323 Adobe shares in Q1 2026, an estimated $37.8M.
  • Adobe made up 5.58% of Heard Capital LLC's portfolio in Q1 2026, its #9 holding.
  • Heard Capital LLC first reported a position in Adobe in Q4 2019 and has held it in 26 quarters since.
  • Heard Capital LLC's Adobe position peaked at $196M in Q2 2024.
  • 2,188 funds tracked by Wall St. Rank held Adobe as of Q1 2026.

Based on Heard Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.