Holdings
Act Two Investors LLC
As of Jun 30, 2026, Act Two Investors LLC reported 29 positions worth US$446M. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 218K | US$77.8M | −30,954 | Jun 30, 2026 |
| Microsoft Corp. | 143K | US$53.4M | +507 | Jun 30, 2026 |
| Amazon.com, Inc. | 176K | US$41.9M | −1,674 | Jun 30, 2026 |
| Visa Inc. | 104K | US$35.8M | +139 | Jun 30, 2026 |
| Iqvia Holdings, Inc. | 159K | US$30.7M | +124 | Jun 30, 2026 |
| T-mobile Us, Inc. | 151K | US$25.3M | −668 | Jun 30, 2026 |
| Eli Lilly And Company | 19,302 | US$23.2M | +11,128 | Jun 30, 2026 |
| Apple Inc | 77,201 | US$22.3M | −11 | Jun 30, 2026 |
| Nvidia Corporation | 105K | US$21M | +270 | Jun 30, 2026 |
| Slm Corporation | 717K | US$18.6M | +9,195 | Jun 30, 2026 |