Act Two Investors LLC Portfolio Holdings
Act Two Investors LLC
- $498 Million
- Q2 2024
Act Two Investors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $498 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $67.8M, Alphabet Inc. with a value of $57M, Amazon Com Inc with a value of $38.4M, Nxp Semiconductors N.V. with a value of $38.4M, and T Mobile Us, Inc. with a value of $38M.
Examining the 13F form we can see an increase of $4.17M in the current position value, from $494M to 498M.
Act Two Investors LLC is based out at Santa Cruz, CA
Below you can find more details about Act Two Investors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$498 Million
Technology: $129 Million
Communication Services: $101 Million
Healthcare: $73.6 Million
Consumer Cyclical: $60.5 Million
ETFs: $51.8 Million
Financial Services: $48.7 Million
Industrials: $27.1 Million
Energy: $3.76 Million
Other: $2.96 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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