Act Two Investors LLC Portfolio Holdings
Act Two Investors LLC
- $461 Million
- Q1 2025
Act Two Investors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $461 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $57M, T Mobile Us, Inc. with a value of $46.2M, Alphabet Inc. with a value of $43.3M, Visa Inc. with a value of $37.6M, and Amazon Com Inc with a value of $36.1M.
Examining the 13F form we can see an decrease of $42.9M in the current position value, from $504M to 461M.
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
$461 Million
Technology: $120 Million
Communication Services: $95 Million
Financial Services: $83.1 Million
ETFs: $41.4 Million
Consumer Cyclical: $39 Million
Healthcare: $34.9 Million
Consumer Defensive: $25.2 Million
Utilities: $19.1 Million
Other: $3.49 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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