Hedge Fund - Heard Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | FICO | 149,530 | $223,776,130 | +43% | 10.85% | ||
| 2. | LRCX | 1,585,240 | $212,263,636 | -10% | 10.29% | ||
| 3. | TDG | 156,723 | $206,564,048 | +17% | 10.02% | ||
| 4. | AMT | 1,016,365 | $195,467,316 | +24% | 9.48% | ||
| 5. | APO | 1,458,695 | $194,400,282 | +15% | 9.43% |
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