Act Two Investors LLC
Q4 2024 13F Holdings
- Locationsanta cruz, CA
- Num holdings
46
- Value ($000)
$513,464
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $62.67M | 12 % | 148,689 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $52.88M | 10 % | 277,668 | ||
AMZN AMAZON COM INC | COM | 023135106 | $42.95M | 8 % | 195,752 | ||
TMUS T-MOBILE US INC | COM | 872590104 | $40.89M | 8 % | 185,237 | ||
V VISA INC | COM CL A | 92826C839 | $33.41M | 7 % | 105,726 | ||
NXPI NXP SEMICONDUCTORS N V | COM | N6596X109 | $27.40M | 5 % | 131,830 | ||
SYY SYSCO CORP | COM | 871829107 | $24.31M | 5 % | 317,993 | ||
NOC NORTHROP GRUMMAN CORP | COM | 666807102 | $23.94M | 5 % | 51,021 | ||
AAPL APPLE INC | COM | 037833100 | $23.42M | 5 % | 93,529 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $22.35M | 4 % | 241,785 |
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