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Disclosed positions
Heard Capital LLC: source evidence dated 2026-08-12T03:59:59.999Z.
- Issuer
- LAM RESEARCH CORP
- Ticker
- LRCX
- Class
- COM NEW
- Reported value
- $328,360,141
- Reported amount
- 757,760
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003256Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| LAM RESEARCH CORP | LRCX | COM NEW | $328,360,141 | 757,760 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $248,144,400 | 186,289 | SH | None |
| FAIR ISAAC CORP | FICO | COM | $233,611,749 | 195,527 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $199,980,576 | 1,690,310 | SH | None |
| ANTERIX INC | ATEX | COM | $176,721,010 | 1,716,738 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $162,153,333 | 1,389,846 | SH | None |
| AEROVIRONMENT INC | AVAV | COM | $149,219,153 | 903,975 | SH | None |
| BLACKSTONE INC | BX | COM | $143,274,992 | 1,217,600 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $135,854,182 | 448,808 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $133,447,869 | 447,977 | SH | None |
| AMERICAN TOWER CORP | AMT | COM | $131,648,987 | 804,848 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $114,811,183 | 339,427 | SH | None |
| ELBIT SYS LTD | ESLT | ORD | $99,270,925 | 130,840 | SH | None |
| MOELIS & CO | MC | CL A | $64,099,170 | 979,810 | SH | None |
| EQUINIX INC | EQIX | COM | $5,378,732 | 5,160 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,304,420 | 18,060 | SH | None |
| QUALCOMM INC | QCOM | COM | $2,335,746 | 12,640 | SH | None |
| ADOBE INC | ADBE | COM | $1,373,634 | 6,700 | SH | None |
| ARES MANAGEMENT CORPORATION | ARES | CL A COM STK | $1,241,107 | 11,150 | SH | None |
| PROLOGIS INC. | PLD | COM | $1,016,025 | 7,500 | SH | None |
| TELESAT CORP | TSAT | CL A & CL B SHS | $221,209 | 4,370 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.