0001172661-23-001842.txt : 20230504 0001172661-23-001842.hdr.sgml : 20230504 20230504143503 ACCESSION NUMBER: 0001172661-23-001842 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230504 EFFECTIVENESS DATE: 20230504 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Heard Capital LLC CENTRAL INDEX KEY: 0001796409 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: 23888003 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 03-31-2023 03-31-2023 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 05-04-2023 0 28 1214284806 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 138190984 358593 SH SOLE 358593 0 0 AEROVIRONMENT INC COM 008073108 65886307 718812 SH SOLE 718812 0 0 AMAZON COM INC COM 023135106 1188867 11510 SH SOLE 11510 0 0 AMERICAN EXPRESS CO COM 025816109 35545405 215492 SH SOLE 215492 0 0 AMERICAN EXPRESS CO COM 025816109 494850 3000 SH Call SOLE 0 0 0 AMERICAN TOWER CORP NEW COM 03027X100 139784907 684080 SH SOLE 684080 0 0 AMERICAN TOWER CORP NEW COM 03027X100 817360 4000 SH Call SOLE 0 0 0 ANTERIX INC COM 03676C100 56821861 1719790 SH SOLE 1719790 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 58554814 927087 SH SOLE 927087 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 568440 9000 SH Call SOLE 0 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1577016 18900 SH SOLE 18900 0 0 BLACKROCK INC COM 09247X101 83024409 124080 SH SOLE 124080 0 0 BLACKSTONE INC COM 09260D107 115097806 1310312 SH SOLE 1310312 0 0 BLACKSTONE INC COM 09260D107 1141920 13000 SH Call SOLE 0 0 0 BOEING CO COM 097023105 703143 3310 SH SOLE 3310 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 604360 1690 SH SOLE 1690 0 0 EQUINIX INC COM 29444U700 2211429 3067 SH SOLE 3067 0 0 FAIR ISAAC CORP COM 303250104 64443699 91710 SH SOLE 91710 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 27088441 536830 SH SOLE 536830 0 0 IAC INC COM NEW 44891N208 58447836 1132710 SH SOLE 1132710 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1195280 6700 SH Call SOLE 0 0 0 LAM RESEARCH CORP COM 512807108 73238728 138155 SH SOLE 138155 0 0 MOELIS & CO CL A 60786M105 67452167 1754739 SH SOLE 1754739 0 0 PROLOGIS INC. COM 74340W103 73807069 591545 SH SOLE 591545 0 0 QUALCOMM INC COM 747525103 1395470 10938 SH SOLE 10938 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8187800 20000 SH Put SOLE 20000 0 0 TELESAT CORP CL A & CL B SHS 879512309 15338280 1783521 SH SOLE 1783521 0 0 TRANSDIGM GROUP INC COM 893641100 121476158 164814 SH SOLE 164814 0 0