13F Insight
DOSSIER · 13F-HR · Q2 2026

Act Two Investors LLC

$495M in tracked AUM across 37 positions as of Q2 2026.

AT
CIK 0001766907 · last filed Jun 30, 2026
Total AUM
$495M
as of Q2 2026
Holdings
37
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Act Two Investors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$74M209K14.9%02
MSFT
MICROSOFT CORP
$53M143K10.8%03
AMZN
AMAZON COM INC
$42M176K8.5%04
V
VISA INC
$36M104K7.2%05
IQV
IQVIA HLDGS INC
$31M159K6.2%06
TMUS
T-MOBILE US INC
$25M151K5.1%07
LLY
ELI LILLY & CO
$23M19K4.7%08
AAPL
APPLE INC
$22M77K4.5%09
NVDA
NVIDIA CORPORATION
$21M105K4.3%10
IEF
ISHARES TR
$20M207K4.0%

Filing history

2026Q2Jun 30
$495M▲ 9.2%
37 positionsView →2026Q1Mar 31
$453M▼ 18.5%
36 positionsView →2025Q4Dec 31
$556M▼ 1.5%
38 positionsView →2025Q3Sep 30
$564M▲ 15.2%
39 positionsView →2025Q2Jun 30
$490M▲ 3.8%
37 positionsLocked2025Q1Mar 31
$472M▼ 8.1%
41 positionsLocked2024Q4Dec 31
$513M▼ 3.1%
46 positionsLocked2024Q3Sep 30
$530M▲ 4.9%
45 positionsLocked2024Q2Jun 30
$505M▲ 1.5%
49 positionsLocked2024Q1Mar 31
$498M▲ 7.5%
48 positionsLocked2023Q4Dec 31
$463M▲ 23.9%
47 positionsLocked2023Q3Sep 30
$374M▲ 4.5%
36 positionsLocked
Showing 12 of 31