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| Happy Holidays!! thanks for using AUM13F!! |
| Heard Capital LLC
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| CRD # | 297176 |
| SEC # | 801-117709 |
| CIK # | 0001796409 |
| AUM | $1.9 B (2025-03-31) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 312-786-5210 |
| Address | 1 North Wacker Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001796409 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Transdigm Group Inc | 0.2 | ||
| Fair Isaac Corp | 0.2 | ||
| American Tower Corp /MA/ | 0.2 | ||
| Apollo Global Management Inc | 0.2 | ||
| Adobe Systems Inc | 0.2 | ||
| Blackstone Group LP | 0.2 | ||
| Lam Research Corp | 0.2 | ||
| Aerovironment Inc | 0.2 | ||
| American Express Co | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| Elbit Systems Ltd | 0.1 | ||
| Moelis & Co | 0.1 | ||
| Pacific Datavision Inc | 0.0 | ||
| Telesat Corp | 0.0 | ||
| Equinix Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Ares Management LP | 0.0 | ||
| Charter Communications Inc /MO/ | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| IAC Holdings Inc | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Heard High Conviction Long Only Fund LLC | [2019-10-31] | 920.2 | 1,222.2 |
| HF | Heard Opportunity Master Fund LP | [2018-06-25] | 65.1 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 4 | 1,222.2 |
| (g) Pension and profit sharing plans | 0 | 499.0 |
| (h) Charitable organizations | 0 | 47.7 |
| (i) State or municipal government entities | 5 | 112.4 |
| (j) Other investment advisers | 0 | 29.2 |
| (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 | 0 | 0.0 |
| Total | 13 | 1,910.5 |
| By Discretionary | ||
| Discretionary | 13 | 1,910.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,910.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 57.2 | |
| United States Persons | 1,853.4 | |
| Total | 13 | 1,910.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Lee | 25 | ||
| Heard Capital LLC | 4 | ||
| William Heard | 4 | ||
| Heard High Conviction Long Only MM LP | 1 | ||
| Heard Investment Manager LLC | 1 | ||
| Heard Capital | 1 | ||
| Andrew Jesse | 1 | ||
| Manager LLC Heard Investment | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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