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Disclosery

Heard Capital LLC: MC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heard Capital LLC on MC, newest first. How the timeline and the estimate are built.

Heard Capital LLC held 979,810 MC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 979,810 shares
    Change vs previous 13F 0 shares

    2.74% of the 13F portfolio, value $64,099,170.

    13F-HR 0001172661-26-003256 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 979,810 shares
    Change vs previous 13F -1,700 shares

    2.89% of the 13F portfolio, value $55,849,170.

    13F-HR 0001172661-26-002072 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 981,510 shares
    Change vs previous 13F +224,970 shares

    3.17% of the 13F portfolio, value $67,468,997.

    13F-HR 0001172661-26-000827 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 756,540 shares
    Change vs previous 13F -163,700 shares

    2.62% of the 13F portfolio, value $53,956,432.

    13F-HR/A 0001172661-25-004995 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 920,240 shares
    Change vs previous 13F -5,000 shares

    3% of the 13F portfolio, value $57,349,356.

    13F-HR 0001172661-25-003442 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 925,240 shares
    Change vs previous 13F +83,270 shares

    3.21% of the 13F portfolio, value $53,997,006.

    13F-HR 0001172661-25-001980 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 841,970 shares
    Change vs previous 13F -956,390 shares

    3.7% of the 13F portfolio, value $62,204,743.

    13F-HR 0001172661-25-000903 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,798,360 shares
    Change vs previous 13F not available

    6.91% of the 13F portfolio, value $123,205,643.

    13F-HR 0001172661-24-004756 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).