§ 13F · FUND PROFILE
Act Two Investors LLC.
AUM · $495M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 209K | $74M | 14.9% | −12% |
| 2 | MSFT | MICROSOFT CORP | 143K | $53M | 10.8% | ±0% |
| 3 | AMZN | AMAZON COM INC | 176K | $42M | 8.5% | −1% |
| 4 | V | VISA INC | 104K | $36M | 7.2% | ±0% |
| 5 | IQV | IQVIA HLDGS INC | 159K | $31M | 6.2% | ±0% |
| 6 | TMUS | T-MOBILE US INC | 151K | $25M | 5.1% | ±0% |
| 7 | LLY | ELI LILLY & CO | 19K | $23M | 4.7% | +136% |
| 8 | AAPL | APPLE INC | 77K | $22M | 4.5% | ±0% |
| 9 | NVDA | NVIDIA CORPORATION | 105K | $21M | 4.3% | ±0% |
| 10 | IEF | ISHARES TR | 207K | $20M | 4.0% | −1% |
§ 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 $495 million in assets. The fund runs a portfolio of 37 positions.
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