Act Two Investors LLC - Portfolio Stock Holdings
Act Two Investors LLC disclosed 40 stock positions in a recent SEC 13F filing. $535,867,881 of stock holdings were filed, with the largest holdings including MSFT, GOOG, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $646,971,049 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$535,867,881Top Stock Holdings By Sector
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Portfolio Stock Holdings - Act Two Investors LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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