Follow-The-Filings

AMERICAN EXPRESS CO

New York, NY 4 13Fs · since 2025 Q3

  • $1.5B
  • 1 Positions
  • 2026 Q2
  • +68.4% QoQ
  • Top 5 100.0%

Portfolio

2026 Q2 · filed 8/7/2026 · 1 long

top 5 100.0% · top 10 100.0%

  1. Business Travel 100.0%

AUM over time

2026 Q2 $1.5B +68.4% QoQ
2025 Q3 · $1.3B 2025 Q3 · $1.3B
Q3'25
2025 Q4 · $1.2B · −5.3% QoQ 2025 Q4 · $1.2B · −5.3% QoQ
Q4'25
2026 Q1 · $880M · −27.1% QoQ 2026 Q1 · $880M · −27.1% QoQ
Q1'26
2026 Q2 · $1.5B · +68.4% QoQ 2026 Q2 · $1.5B · +68.4% QoQ
Q2'26

Latest book

2026 Q2 2026 Q1 · filed yesterday

Business Travel 100.00% Hold $1.5B 157,786,199 $9.39 $1.5B

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Exit / Add / Reduce to promote that move type to the top. Among managers we track.

filings history

4 periods · normalized AUM · click period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 1 $1.5B +68.4% 13F-HR 8/7/2026 000000496226000333
2026 Q1 1 $880M −27.1% 13F-HR 5/8/2026 000000496226000240
2025 Q4 1 $1.2B −5.3% 13F-HR 2/6/2026 000000496226000088
2025 Q3 2 $1.3B 13F-HR 10/31/2025 000000496225000236

AMERICAN EXPRESS CO

4 processed 13Fs · since 2025 Q3

SEC filing name
AMERICAN EXPRESS CO
Location
New York, NY
All SEC filings
View on sec.gov