Heard Capital LLC

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Assets, Funds, Holdings

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Heard Capital LLC
CRD #297176
SEC #801-117709
CIK #0001796409
AUM $1.7 BB (2024-03-26)
Employees 7 (57% Investors, 0% Brokers)
Phone312-786-5210
Address1 North Wacker
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
17001360102068034002009201420192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AMT 117.7 0.2
ADBE 172.8 0.2
BX 69.1 0.2
TDG 29.1 0.2
FICO 10.4 0.1
PLD 88.1 0.1
MC 2.6 0.1
LRCX 60.8 0.1
AXP 107.1 0.1
AVAV 2.0 0.1
View All
Holdings by Sector ($BB)
10.08.06.04.02.00.02018202020222025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Heard High Conviction Long Only Fund LLC [2019-10-31] 39.7 1,017.6
HF Heard Opportunity Master Fund LP [2018-06-25] 65.1 26.4
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 1,044.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 10 607.5
Total 15 1,651.4
By Discretionary
Discretionary 15 1,651.4
Non-Discretionary 0 0.0
Total 15 1,651.4
By Non-United States Persons
Non-United States Persons 73.0
United States Persons 1,578.4
Total 15 1,651.4
Form D Directors # Filings # Firms 2011 - 2024
Joseph Lee 23
Heard Capital LLC 4
William Heard 4
Heard Investment Manager LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001796409]
SC 13D [0001796409]
SC 13G [0001796409]
Form 13D/13G Filer Form 13D/13G Subject Filed
Heard Capital LLC Anterix Inc [2024-07-29]
Heard Capital LLC Anterix Inc [2023-02-13]
Heard Capital LLC Telesat Corp [2022-03-04]
Comparable Firms State AUM ($BB)
North of South Capital LLP
1.7
12 West Capital Management LP
NY 1.7
Gillson Capital LP
IL 1.7
Shellback Capital LP
MA 1.7
van Eck Absolute Return Advisers Corporation
NY 1.7
Caius Capital LLP
1.7
Ram Active Investments Sa
1.6
Intrinsic Edge Capital Management LLC
IL 1.6
Absolute Investment Advisers LLC
FL 1.6
Kinetic Partners Management LP
FL 1.6
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