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Heard Capital LLC’s Moelis & Co MC Stock Holding History

Heard Capital LLC’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.8M Sell
979,810
-1,700
-0.2% -$111K 2.89% 13
2025
Q4 		$67.5M Buy
981,510
+224,970
+30% +$15M 3.17% 12
2025
Q3 		$54M Sell
756,540
-163,700
-18% -$11.7M 2.62% 12
2025
Q2 		$57.3M Sell
920,240
-5,000
-0.5% -$281K 3% 12
2025
Q1 		$54M Buy
925,240
+83,270
+10% +$5.87M 3.21% 13
2024
Q4 		$62.2M Sell
841,970
-956,390
-53% -$69.2M 3.7% 10
2024
Q3 		$123M Sell
1,798,360
-352,350
-16% -$22.7M 6.91% 8
2024
Q2 		$122M Buy
2,150,710
+33,710
+2% +$1.82M 7.46% 7
2024
Q1 		$120M Buy
2,117,000
+258,881
+14% +$14.1M 7.53% 7
2023
Q4 		$104M Sell
1,858,119
-5,851
-0.3% -$275K 6.92% 6
2023
Q3 		$84.1M Buy
1,863,970
+31,635
+2% +$1.49M 6.2% 7
2023
Q2 		$83.1M Buy
1,832,335
+77,596
+4% +$3.1M 6.31% 6
2023
Q1 		$67.5M Buy
1,754,739
+146,341
+9% +$6.29M 5.55% 8
2022
Q4 		$61.7M Buy
1,608,398
+104,883
+7% +$4.26M 6.57% 8
2022
Q3 		$50.8M Buy
1,503,515
+112,655
+8% +$4.72M 5.95% 8
2022
Q2 		$54.7M Buy
1,390,860
+2,000
+0.1% +$87.2K 5.87% 8
2022
Q1 		$65.2M Buy
1,388,860
+789,922
+132% +$41.1M 5.96% 8
2021
Q4 		$37.4M Buy
598,938
+128,768
+27% +$8.63M 5.85% 8
2021
Q3 		$29.1M Sell
470,170
-60
-0% -$3.59K 5.64% 8
2021
Q2 		$26.8M Buy
470,230
+163,370
+53% +$8.87M 6.06% 8
2021
Q1 		$16.8M Sell
306,860
-41,324
-12% -$2.21M 4.72% 9
2020
Q4 		$16.3M Sell
348,184
-6,730
-2% -$271K 5.41% 9
2020
Q3 		$12.5M Buy
354,914
+57,680
+19% +$1.82M 5.13% 9
2020
Q2 		$9.26M Buy
297,234
+91,777
+45% +$2.88M 4.55% 11
2020
Q1 		$5.77M Buy
205,457
+67,019
+48% +$2.2M 3.44% 11
2019
Q4 		$4.42M Buy
+138,438
New +$4.53M 2.08% 18

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Heard Capital LLC reduced its Moelis & Co (MC) stake by 0.17% in Q1 2026, selling an estimated $111K and leaving 979,810 shares worth $55.8M. The position accounts for 2.89% of the portfolio, ranked #13.

Heard Capital LLC first reported a position in MC in Q4 2019 and has held it in 26 quarters since. The position peaked at $123M in Q3 2024. 400 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • Heard Capital LLC held 979,810 shares of Moelis & Co worth $55.8M as of Q1 2026.
  • Heard Capital LLC sold 1,700 Moelis & Co shares in Q1 2026, an estimated $111K.
  • Moelis & Co made up 2.89% of Heard Capital LLC's portfolio in Q1 2026, its #13 holding.
  • Heard Capital LLC first reported a position in Moelis & Co in Q4 2019 and has held it in 26 quarters since.
  • Heard Capital LLC's Moelis & Co position peaked at $123M in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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