ACT CAPITAL MANAGEMENT, LLC
ACT CAPITAL MANAGEMENT, LLC reported 62 positions worth $153.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: KRYS (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KRYS | SH | $16.7M | 10.93% | 45,000 | — | — | |
| ▸ 2 | TGTX | SH | $13.8M | 9.01% | 251,025 | — | — | |
| ▸ 3 | ABVX | SH | $12.9M | 8.44% | 97,000 | — | — | |
| ▸ 4 | CVX | SH | $12.4M | 8.12% | 75,000 | — | — | |
| ▸ 5 | EXMOC | SH | $10.7M | 7.01% | 78,500 | — | — | |
| ▸ 6 | ARWR | SH | $9.0M | 5.86% | 110,100 | — | — | |
| ▸ 7 | VKTX | SH | $8.2M | 5.33% | 209,300 | — | — | |
| ▸ 8 | CELC | SH | $6.5M | 4.25% | 62,150 | — | — | |
| ▸ 9 | NKTR | SH | $6.2M | 4.07% | 89,300 | — | — | |
| ▸ 10 | TSLA | SH | $4.5M | 2.97% | 10,800 | — | — |
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Frequently Asked Questions
What stocks does ACT CAPITAL MANAGEMENT, LLC hold as of Q2 2026?
ACT CAPITAL MANAGEMENT, LLC reported 62 positions worth $153.1M in its Q2 2026 13F filing. Largest positions: KRYS (10.9%), TGTX (9.0%), ABVX (8.4%), CVX (8.1%) and EXMOC (7.0%).
What did ACT CAPITAL MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ACT CAPITAL MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.