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. | LRCX | 1,070,880 | $228,804,221 | -18% | 11.83% | ||
| 2. | TDG | 178,610 | $207,001,846 | +5% | 10.7% | ||
| 3. | PLTR | 1,321,745 | $193,344,859 | +47% | 10% | ||
| 4. | AMT | 1,112,105 | $191,927,081 | -5% | 9.92% | ||
| 5. | FICO | 178,410 | $190,459,811 | +21% | 9.85% |
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