Act Two Investors LLC
Q3 2025 13F Holdings
- Locationsanta cruz, CA
- Num holdings
39
- Value ($000)
$564,195
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001766907
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $77.63 M | 14 % | 149,873 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $62.85 M | 11 % | 258,056 | ||
AMZN AMAZON COM INC | COM | 023135106 | $41.21 M | 7 % | 187,667 | ||
TMUS T-MOBILE US INC | COM | 872590104 | $37.17 M | 7 % | 155,259 | ||
V VISA INC | COM CL A | 92826C839 | $36.05 M | 6 % | 105,590 | ||
IQV IQVIA HLDGS INC | COM | 46266C105 | $32.35 M | 6 % | 170,320 | ||
ES EVERSOURCE ENERGY | COM | 30040W108 | $29.88 M | 5 % | 420,052 | ||
AZN ASTRAZENECA PLC | SPONSORED ADR | 046353108 | $27.93 M | 5 % | 364,066 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $23.14 M | 4 % | 239,935 | ||
ARE ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | $22.94 M | 4 % | 275,290 |
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