0001172661-24-000769.txt : 20240213 0001172661-24-000769.hdr.sgml : 20240213 20240213095752 ACCESSION NUMBER: 0001172661-24-000769 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 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: 24623077 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 12-31-2023 12-31-2023 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 02-13-2023 0 26 1506967200 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 142476432 238814 SH SOLE 238814 0 0 AEROVIRONMENT INC COM 008073108 80368775 637645 SH SOLE 637645 0 0 AMAZON COM INC COM 023135106 1718441 11310 SH SOLE 11310 0 0 AMERICAN EXPRESS CO COM 025816109 84486405 450979 SH SOLE 450979 0 0 AMERICAN TOWER CORP NEW COM 03027X100 163809312 758798 SH SOLE 758798 0 0 ANTERIX INC COM 03676C100 60960639 1829551 SH SOLE 1829551 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 64255250 689508 SH SOLE 689508 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 1480554 12450 SH SOLE 12450 0 0 BLACKROCK INC COM 09247X101 59504128 73299 SH SOLE 73299 0 0 BLACKSTONE INC COM 09260D107 149901567 1144986 SH SOLE 1144986 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 645208 1660 SH SOLE 1660 0 0 ELBIT SYS LTD ORD M3760D101 26428072 123930 SH SOLE 123930 0 0 EQUINIX INC COM 29444U700 2424223 3010 SH SOLE 3010 0 0 FAIR ISAAC CORP COM 303250104 105342905 90500 SH SOLE 90500 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 37509428 613300 SH SOLE 613300 0 0 IAC INC COM NEW 44891N208 59239161 1130950 SH SOLE 1130950 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1638080 4000 SH Call SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1003550 5000 SH Put SOLE 5000 0 0 ISHARES TR US TRSPRTION 464287192 4172637 15900 SH Put SOLE 15900 0 0 LAM RESEARCH CORP COM 512807108 83576191 106703 SH SOLE 106703 0 0 MOELIS & CO CL A 60786M105 104296219 1858119 SH SOLE 1858119 0 0 PROLOGIS INC. COM 74340W103 102448381 768555 SH SOLE 768555 0 0 QUALCOMM INC COM 747525103 1545805 10688 SH SOLE 10688 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7129650 15000 SH Put SOLE 15000 0 0 TELESAT CORP CL A & CL B SHS 879512309 18553269 1778837 SH SOLE 1778837 0 0 TRANSDIGM GROUP INC COM 893641100 142052918 140424 SH SOLE 140424 0 0