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Heard Capital LLC

SEC CIK
0001796409
Latest filing
Aug 11, 2026

AXP holding history

American Express Co in every 13F filed by Heard Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
339,427
Value
$114.8M
% of portfolio
4.9%
Quarters held
14
Since Q1 2023
Holdings of AXP by Heard Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026339,427$114.8M4.9%−400−0.1%ReducedHolders
Q1 2026339,827$102.8M5.3%−6,308−1.8%ReducedHolders
Q4 2025346,135$128.1M6.0%−85,605−19.8%ReducedHolders
Q3 2025431,740$143.4M7.0%+45,745+11.9%AddedHolders
Q2 2025385,995$123.1M6.4%−16,470−4.1%ReducedHolders
Q1 2025402,465$108.3M6.4%+21,335+5.6%AddedHolders
Q4 2024381,130$113.1M6.7%+7,203+1.9%AddedHolders
Q3 2024373,927$101.4M5.7%−3,253−0.9%ReducedHolders
Q2 2024377,180$87.3M5.3%−18,055−4.6%ReducedHolders
Q1 2024395,235$90.0M5.7%−55,744−12.4%ReducedHolders
Q4 2023450,979$84.5M5.7%−27,919−5.8%ReducedHolders
Q3 2023478,898$71.4M5.4%+99,983+26.4%AddedHolders
Q2 2023378,915$66.0M5.1%+163,423+75.8%AddedHolders
Q1 2023215,492$35.5M3.0%+215,492NewHolders