Act Two Investors LLC
Act Two Investors LLC reported 37 positions worth $494.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: GOOG (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOG | SH | $73.9M | 14.94% | 209,221 | — | — | |
| ▸ 2 | MSFT | SH | $53.4M | 10.79% | 143,167 | — | — | |
| ▸ 3 | AMZN | SH | $41.9M | 8.47% | 175,801 | — | — | |
| ▸ 4 | V | SH | $35.8M | 7.23% | 104,310 | — | — | |
| ▸ 5 | IQV | SH | $30.7M | 6.20% | 158,746 | — | — | |
| ▸ 6 | TMUS | SH | $25.3M | 5.12% | 151,082 | — | — | |
| ▸ 7 | LLY | SH | $23.2M | 4.68% | 19,302 | — | — | |
| ▸ 8 | AAPL | SH | $22.3M | 4.52% | 77,201 | — | — | |
| ▸ 9 | NVDA | SH | $21.0M | 4.25% | 105,122 | — | — | |
| ▸ 10 | IEF | SH | $19.6M | 3.95% | 206,772 | — | — |
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Frequently Asked Questions
What stocks does Act Two Investors LLC hold as of Q2 2026?
Act Two Investors LLC reported 37 positions worth $494.7M in its Q2 2026 13F filing. Largest positions: GOOG (14.9%), MSFT (10.8%), AMZN (8.5%), V (7.2%) and IQV (6.2%).
What did Act Two Investors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Act Two Investors 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.