ACT CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 14422732026Q2
| Positions | 62 |
|---|
| Reported value | $153.1m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 62 (+6 vs prior quarter) |
|---|
| Reported value | $153.1m (+20.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KRYS KRYSTAL BIOTECH INC | 45,000 | $16.7m | 10.9% |
| TGTX TG THERAPEUTICS INC | 251,025 | $13.8m | 9.0% |
| ABVX ABIVAX SA | 97,000 | $12.9m | 8.4% |
| CVX CHEVRON CORP | 75,000 | $12.4m | 8.1% |
| EXXON MOBIL CORP | 78,500 | $10.7m | 7.0% |
| ARWR ARROWHEAD PHARMACEUTICALS INC | 110,100 | $9.0m | 5.9% |
| VKTX VIKING THERAPEUTICS INC | 209,300 | $8.2m | 5.3% |
| CELC CELCUITY INC | 62,150 | $6.5m | 4.2% |
| NKTR NEKTAR THERAPEUTICS | 89,300 | $6.2m | 4.1% |
| TSLA TESLA INC | 10,800 | $4.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1442273")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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