0001172661-24-002233.txt : 20240513 0001172661-24-002233.hdr.sgml : 20240513 20240513161835 ACCESSION NUMBER: 0001172661-24-002233 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heard Capital LLC CENTRAL INDEX KEY: 0001796409 ORGANIZATION NAME: IRS NUMBER: 274012679 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19839 FILM NUMBER: 24939333 BUSINESS ADDRESS: STREET 1: 1 N. WACKER DR STREET 2: SUITE 3650 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 3127865210 MAIL ADDRESS: STREET 1: 1 N. WACKER DR STREET 2: SUITE 3650 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001796409 XXXXXXXX 03-31-2024 03-31-2024 false Heard Capital LLC

1 N. Wacker Dr Suite 3650 Chicago IL 60606

13F HOLDINGS REPORT 028-19839 000297176 801-117709 N Erin Casey 312-786-5216 /s/ Erin Casey Chicago IL 05-13-2024 0 24 1596431344 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 163298147 323619 SH SOLE 323619 0 0 AEROVIRONMENT INC COM 008073108 86492685 564279 SH SOLE 564279 0 0 AMAZON COM INC COM 023135106 2004021 11110 SH SOLE 11110 0 0 AMERICAN EXPRESS CO COM 025816109 89991057 395235 SH SOLE 395235 0 0 AMERICAN TOWER CORP NEW COM 03027X100 187150925 947168 SH SOLE 947168 0 0 ANTERIX INC COM 03676C100 58360538 1736404 SH SOLE 1736404 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 74620133 663585 SH SOLE 663585 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1655601 12450 SH SOLE 12450 0 0 BLACKROCK INC COM 09247X101 50327967 60367 SH SOLE 60367 0 0 BLACKSTONE INC COM 09260D107 156140207 1188553 SH SOLE 1188553 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 473726 1630 SH SOLE 1630 0 0 ELBIT SYS LTD ORD M3760D101 37354717 177685 SH SOLE 177685 0 0 EQUINIX INC COM 29444U700 2442976 2960 SH SOLE 2960 0 0 FAIR ISAAC CORP COM 303250104 138716706 111008 SH SOLE 111008 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 1606348 29880 SH SOLE 29880 0 0 IAC INC COM NEW 44891N208 2329891 43680 SH SOLE 43680 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 2103000 10000 SH Put SOLE 10000 0 0 LAM RESEARCH CORP COM 512807108 102046911 105033 SH SOLE 105033 0 0 MOELIS & CO CL A 60786M105 120182090 2117000 SH SOLE 2117000 0 0 PROLOGIS INC. COM 74340W103 132436344 1017020 SH SOLE 1017020 0 0 QUALCOMM INC COM 747525103 1775618 10488 SH SOLE 10488 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2615350 5000 SH Put SOLE 5000 0 0 TELESAT CORP CL A & CL B SHS 879512309 15036632 1764863 SH SOLE 1764863 0 0 TRANSDIGM GROUP INC COM 893641100 167269754 135815 SH SOLE 135815 0 0