Act Two Investors LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsanta cruz, CA
- CIK0001766907
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
41 | $471.83 M | MSFT, TMUS, GOOG, V | 13F-HR | May 12, 2025 | 000121465925007361 | ||
46 | $513.47 M | MSFT, GOOG, AMZN, TMUS | 13F-HR | Feb 13, 2025 | 000121465925002538 | ||
45 | $530.12 M | MSFT, GOOG, TMUS, UNH | 13F-HR | Nov 12, 2024 | 000121465924018667 | ||
49 | $505.18 M | MSFT, GOOG, AMZN, NXPI | 13F-HR | Aug 12, 2024 | 000121465924014217 | ||
48 | $497.89 M | MSFT, GOOG, NXPI, AMZN | 13F-HR | May 9, 2024 | 000121465924008665 | ||
47 | $462.97 M | MSFT, GOOG, NXPI, TMUS | 13F-HR | Feb 12, 2024 | 000121465924002263 | ||
36 | $373.77 M | MSFT, GOOG, NXPI, UNH | 13F-HR | Nov 9, 2023 | 000121465923014733 | ||
38 | $357.52 M | MSFT, GOOG, NXPI, AMZN | 13F-HR | Aug 11, 2023 | 000121465923011105 | ||
32 | $250.87 M | MSFT, GOOG, NXPI, TMUS | 13F-HR | May 15, 2023 | 000121465923007012 | ||
24 | $96.76 M | MSFT, GOOG, NXPI, V | 13F-HR | Feb 10, 2023 | 000121465923001937 | ||
24 | $98.80 M | MSFT, AAPL, GOOG, NXPI | 13F-HR | Nov 10, 2022 | 000121465922013484 | ||
25 | $106.03 M | MSFT, GOOG, AAPL, NXPI | 13F-HR | Aug 12, 2022 | 000121465922009999 | ||
25 | $126.12 M | MSFT, GOOG, AAPL, AMZN | 13F-HR | May 13, 2022 | 000121465922006754 | ||
26 | $126.86 M | MSFT, GOOG, AAPL, NXPI | 13F-HR | Feb 14, 2022 | 000121465922002482 | ||
29 | $421.41 M | MSFT, GOOG, NXPI, PRU | 13F-HR | Nov 12, 2021 | 000121465921011511 | ||
34 | $511.76 M | MSFT, GOOG, NXPI, META | 13F-HR | Aug 12, 2021 | 000121465921008434 | ||
34 | $453.85 M | MSFT, NXPI, GOOG, KSU | 13F-HR | May 14, 2021 | 000121465921005377 | ||
36 | $396.41 M | MSFT, NXPI, GOOG, AMZN | 13F-HR | Feb 12, 2021 | 000121465921001634 | ||
31 | $309.16 M | MSFT, AMZN, GOOG, NXPI | 13F-HR | Nov 16, 2020 | 000121465920009530 | ||
30 | $267.62 M | MSFT, AMZN, GOOG, NXPI | 13F-HR | Aug 12, 2020 | 000121465920006990 | ||
28 | $216.35 M | MSFT, AMZN, GOOG, KSU | 13F-HR | May 14, 2020 | 000121465920004565 | ||
39 | $263.94 M | MSFT, T, GOOG, KSU | 13F-HR | Feb 12, 2020 | 000121465920001205 | ||
38 | $226.64 M | MSFT, T, GOOG, KSU | 13F-HR | Nov 13, 2019 | 000121465919007050 | ||
37 | $192.30 M | MSFT, T, GOOG, GM | 13F-HR | Aug 14, 2019 | 000121465919005207 | ||
38 | $173.86 M | MSFT, GOOG, T, ENB | 13F-HR | May 13, 2019 | 000121465919003385 | ||
36 | $142.31 M | MSFT, GOOG, T, GM | 13F-HR | Feb 14, 2019 | 000121465919001120 |