Ownership history in Heard Capital LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Heard Capital LLC reported a position in AVAV US (AVAV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 722,150 | +235,685 | +48.4% | 8.20% | $174.7M | $241.89 |
| 2025 Q3 | REDUCED | 486,465 | -66,560 | -12.0% | 8.29% | $153.2M | $314.89 |
| 2025 Q2 | REDUCED | 553,025 | -286,347 | -34.1% | 8.23% | $157.6M | $284.95 |
| 2025 Q1 | ADDED | 839,372 | +89,172 | +11.9% | 5.94% | $100.0M | $119.19 |
| 2024 Q4 | ADDED | 750,200 | +158,064 | +26.7% | 6.87% | $115.4M | $153.89 |
| 2024 Q3 | ADDED | 592,136 | +120,447 | +25.5% | 6.66% | $118.7M | $200.50 |
| 2024 Q2 | REDUCED | 471,689 | -92,590 | -16.4% | 5.24% | $85.9M | $182.16 |
| 2024 Q1 | REDUCED | 564,279 | -73,366 | -11.5% | 5.42% | $86.5M | $153.28 |
| 2023 Q4 | REDUCED | 637,645 | -43,627 | -6.4% | 5.33% | $80.4M | $126.04 |
| 2023 Q3 | REDUCED | 681,272 | -6,848 | -1.0% | 5.60% | $76.0M | $111.53 |
As of 2025 Q4 — sorted by position size