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 | 148,398 | $250,884,627 | -1% | 11.78% | ||
| 2. | TDG | 170,629 | $226,910,976 | +9% | 10.65% | ||
| 3. | LRCX | 1,292,655 | $221,276,683 | -19% | 10.39% | ||
| 4. | APO | 1,512,015 | $218,879,291 | +4% | 10.28% | ||
| 5. | AMT | 1,162,440 | $204,089,591 | +15% | 9.58% |
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