Act Two Investors LLC
Act Two Investors LLC reported 37 holdings worth US$495M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Act Two Investors LLC reported 37 holdings worth US$495M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Amazon.com, Inc. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$495M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 218K | US$77.8M | 15.7% |
| Microsoft Corp. | 143K | US$53.4M | 10.8% |
| Amazon.com, Inc. | 176K | US$41.9M | 8.5% |
| Visa Inc. | 104K | US$35.8M | 7.2% |
| Iqvia Holdings, Inc. | 159K | US$30.7M | 6.2% |
| T-mobile Us, Inc. | 151K | US$25.3M | 5.1% |
| Eli Lilly And Company | 19,302 | US$23.2M | 4.7% |
| Apple Inc | 77,201 | US$22.3M | 4.5% |
| Nvidia Corporation | 105K | US$21M | 4.3% |
| Slm Corporation | 717K | US$18.6M | 3.8% |
| Automatic Data Processing, Inc. | 79,607 | US$17.8M | 3.6% |
| Eversource Energy (d/b/a) | 238K | US$17.2M | 3.5% |
| Stryker Corporation | 50,217 | US$15.8M | 3.2% |
| Jp Morgan Chase & Co. | 27,491 | US$9M | 1.8% |
| Mckesson Corporation | 8,920 | US$6.74M | 1.4% |
| Netflix, Inc. | 77,907 | US$5.56M | 1.1% |
| Intuit Inc. | 17,595 | US$4.59M | 0.93% |
| Canadian National Railway Company | 33,020 | US$3.94M | 0.80% |
| Thermo Fisher Scientific Inc | 6,710 | US$3.36M | 0.68% |
| Canadian Pacific Kansas City Limited | 35,181 | US$3.05M | 0.62% |
| Meta Platforms, Inc. | 3,550 | US$2M | 0.40% |
| Mcdonald's Corporation | 6,820 | US$1.84M | 0.37% |
| Berkshire Hathaway Inc. | 2,821 | US$1.41M | 0.29% |
| Mastercard Incorporated | 2,344 | US$1.2M | 0.24% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,062 | US$985K | 0.20% |
| East West Bancorp, Inc. | 5,270 | US$680K | 0.14% |
| Booking Holdings Inc. Common Stock | 3,525 | US$628K | 0.13% |
| American Express Company | 979 | US$331K | 0.07% |
| Oracle Corporation | 1,740 | US$255K | 0.05% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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