Act Two Investors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsanta cruz, CA
- CIK0001766907
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
46 | $513.47M | MSFT, GOOG, AMZN, TMUS | 13F-HR | Feb 13, 2025 | 000121465925002538 | ||
45 | $530.12M | MSFT, GOOG, TMUS, UNH | 13F-HR | Nov 12, 2024 | 000121465924018667 | ||
49 | $505.18M | MSFT, GOOG, AMZN, NXPI | 13F-HR | Aug 12, 2024 | 000121465924014217 | ||
48 | $497.89M | MSFT, GOOG, NXPI, AMZN | 13F-HR | May 9, 2024 | 000121465924008665 | ||
47 | $462.97M | MSFT, GOOG, NXPI, TMUS | 13F-HR | Feb 12, 2024 | 000121465924002263 | ||
36 | $373.77M | MSFT, GOOG, NXPI, UNH | 13F-HR | Nov 9, 2023 | 000121465923014733 | ||
38 | $357.52M | MSFT, GOOG, NXPI, AMZN | 13F-HR | Aug 11, 2023 | 000121465923011105 | ||
32 | $250.87M | MSFT, GOOG, NXPI, TMUS | 13F-HR | May 15, 2023 | 000121465923007012 | ||
24 | $96.76M | MSFT, GOOG, NXPI, V | 13F-HR | Feb 10, 2023 | 000121465923001937 | ||
24 | $98.80M | MSFT, AAPL, GOOG, NXPI | 13F-HR | Nov 10, 2022 | 000121465922013484 | ||
25 | $106.03M | MSFT, GOOG, AAPL, NXPI | 13F-HR | Aug 12, 2022 | 000121465922009999 | ||
25 | $126.12M | MSFT, GOOG, AAPL, AMZN | 13F-HR | May 13, 2022 | 000121465922006754 | ||
26 | $126.86M | MSFT, GOOG, AAPL, NXPI | 13F-HR | Feb 14, 2022 | 000121465922002482 | ||
29 | $421.41M | MSFT, GOOG, NXPI, PRU | 13F-HR | Nov 12, 2021 | 000121465921011511 | ||
34 | $511.76M | MSFT, GOOG, NXPI, META | 13F-HR | Aug 12, 2021 | 000121465921008434 | ||
34 | $453.85M | MSFT, NXPI, GOOG, KSU | 13F-HR | May 14, 2021 | 000121465921005377 | ||
36 | $396.41M | MSFT, NXPI, GOOG, AMZN | 13F-HR | Feb 12, 2021 | 000121465921001634 | ||
31 | $309.16M | MSFT, AMZN, GOOG, NXPI | 13F-HR | Nov 16, 2020 | 000121465920009530 | ||
30 | $267.62M | MSFT, AMZN, GOOG, NXPI | 13F-HR | Aug 12, 2020 | 000121465920006990 | ||
28 | $216.35M | MSFT, AMZN, GOOG, KSU | 13F-HR | May 14, 2020 | 000121465920004565 | ||
39 | $263.94M | MSFT, T, GOOG, KSU | 13F-HR | Feb 12, 2020 | 000121465920001205 | ||
38 | $226.64M | MSFT, T, GOOG, KSU | 13F-HR | Nov 13, 2019 | 000121465919007050 | ||
37 | $192.30M | MSFT, T, GOOG, GM | 13F-HR | Aug 14, 2019 | 000121465919005207 | ||
38 | $173.86M | MSFT, GOOG, T, ENB | 13F-HR | May 13, 2019 | 000121465919003385 | ||
36 | $142.31M | MSFT, GOOG, T, GM | 13F-HR | Feb 14, 2019 | 000121465919001120 |