Heard Capital LLC’s American Tower AMT Stock Holding History
Bought
Maintained
Sold
Other funds holding AMT
VCM
VPM
Heard Capital LLC's AMT Position: Q1 2026 in Review
Heard Capital LLC reduced its American Tower (AMT) stake by 4.3% in Q1 2026, selling an estimated $9.06M and leaving 1,112,105 shares worth $192M. The position accounts for 9.92% of the portfolio, ranked #4.
Heard Capital LLC first reported a position in AMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $204M in Q4 2025. 1,750 funds tracked by Wall St. Rank hold AMT as of Q1 2026.
- Heard Capital LLC held 1,112,105 shares of American Tower worth $192M as of Q1 2026.
- Heard Capital LLC sold 50,335 American Tower shares in Q1 2026, an estimated $9.06M.
- American Tower made up 9.92% of Heard Capital LLC's portfolio in Q1 2026, its #4 holding.
- Heard Capital LLC first reported a position in American Tower in Q4 2019 and has held it in 26 quarters since.
- Heard Capital LLC's American Tower position peaked at $204M in Q4 2025.
- 1,750 funds tracked by Wall St. Rank held American Tower as of Q1 2026.
Based on Heard Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.