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 | 757,760 | $328,360,141 | -30% | 14.05% | ||
| 2. | TDG | 186,289 | $248,144,400 | +5% | 10.62% | ||
| 3. | FICO | 195,527 | $233,611,749 | +10% | 10% | ||
| 4. | APO | 1,690,310 | $199,980,576 | +1% | 8.56% | ||
| 5. | ATEX | 1,716,738 | $176,721,010 | 7.56% |
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