Act Two Investors LLC: 13F holdings
CIK 17669072026Q2
| Positions | 37 |
|---|
| Reported value | $494.7m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 37 (+1 vs prior quarter) |
|---|
| Reported value | $494.7m (+9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC | 209,221 | $73.9m | 14.9% |
| MSFT MICROSOFT CORP | 143,167 | $53.4m | 10.8% |
| AMZN AMAZON COM INC | 175,801 | $41.9m | 8.5% |
| V VISA INC | 104,310 | $35.8m | 7.2% |
| IQV IQVIA HLDGS INC | 158,746 | $30.7m | 6.2% |
| TMUS T-MOBILE US INC | 151,082 | $25.3m | 5.1% |
| LLY ELI LILLY & CO | 19,302 | $23.2m | 4.7% |
| AAPL APPLE INC | 77,201 | $22.3m | 4.5% |
| NVDA NVIDIA CORPORATION | 105,122 | $21.0m | 4.3% |
| IEF ISHARES TR | 206,772 | $19.6m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766907")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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