Long-term investor
Act Two Investors LLC @acttwoinvestorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766907).
Record
- Tracked since 2025-06-30 (445 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +10.1% · all +10.1%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOG · 14.9% · long · since 2025-06-30
- MSFT · 10.8% · long · since 2025-06-30
- AMZN · 8.5% · long · since 2025-06-30
- V · 7.2% · long · since 2025-06-30
- IQV · 6.2% · long · since 2025-06-30
- TMUS · 5.1% · long · since 2025-06-30
- LLY · 4.7% · long · since 2025-09-30
- AAPL · 4.5% · long · since 2025-06-30
- NVDA · 4.3% · long · since 2025-06-30
- IEF · 4.0% · long · since 2025-06-30
- SLM · 3.8% · long · since 2025-06-30
- ADP · 3.6% · long · since 2026-03-31