Ownership history in Heard Capital LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Heard Capital LLC reported a position in PLD US (PLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Heard Capital LLC underperformed the S&P 500 by β14.4% annually on this PLD position. Timing score: 50% (8/16 decisions correct). Average cost basis: $113.71. Maximum drawdown during holding period: β38.5%.
β Significantly underperformed the S&P 500 by 14.4% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $91.06 (2022 Q3) Β· Worst: $148.11 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 6 trims. Bought during 8 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size