Act Two Investors LLC
CIK 1766907
13F filing for Q2 2026・No. 3,918
- Holdings
- US$494.74M
- Quarter change
- +US$41.57M
- Entries
- 37
- Net bought (estimate)
- +US$6.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 10
- Added 12
- Corporate actions 0
- Unchanged 13
Largest holdings
37 stocks worth US$494.74M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 209,221 | US$73.92M | 14.94% |
| MSFTMicrosoftCOM | Added | 143,167 | US$53.4M | 10.79% |
| AMZNAmazonCOM | Cut | 175,801 | US$41.9M | 8.47% |
| VVISA INCCOM CL A | Added | 104,310 | US$35.79M | 7.23% |
| IQVIQVIA HLDGS INCCOM | Added | 158,746 | US$30.67M | 6.20% |
| TMUST-MOBILE US INCCOM | Cut | 151,082 | US$25.34M | 5.12% |
| LLYELI LILLY & COCOM | Added | 19,302 | US$23.15M | 4.68% |
| AAPLAppleCOM | Cut | 77,201 | US$22.34M | 4.52% |
| NVDANvidiaCOM | Added | 105,122 | US$21.03M | 4.25% |
| IEFISHARES TR7-10 YR TRSY BD | Cut | 206,772 | US$19.55M | 3.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.