§ 13F · FUND PROFILE
Act Two Investors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $564M (13F)Positions · 39Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 237K | $68M | 15.0% | −7% |
| 2 | MSFT | MICROSOFT CORP | 143K | $53M | 11.7% | −2% |
| 3 | AMZN | AMAZON COM INC | 177K | $37M | 8.2% | −2% |
| 4 | TMUS | T-MOBILE US INC | 152K | $32M | 7.0% | −3% |
| 5 | V | VISA INC | 104K | $31M | 6.9% | +1% |
| 6 | ES | EVERSOURCE ENERGY | 409K | $28M | 6.3% | −4% |
| 7 | IQV | IQVIA HLDGS INC | 159K | $27M | 6.0% | −4% |
| 8 | IEF | ISHARES TR | 208K | $20M | 4.4% | −13% |
| 9 | AAPL | APPLE INC | 77K | $20M | 4.3% | −6% |
| 10 | DIS | DISNEY WALT CO | 201K | $19M | 4.3% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ACT SIGNAL
AC read
Act Two Investors LLC is a Other fund managing $564 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed