Act Two Investors LLC

Q1 2025 13F Holdings

  • Location
    santa cruz, CA
  • Num holdings

    41

  • Value ($000)

    $471,828

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001766907
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$56.97M
12 %

151,766

TMUS
TMUS

T-MOBILE US INC

COM
872590104
$46.20M
10 %

173,235

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$43.30M
9 %

277,184

V
V

VISA INC

COM CL A
92826C839
$37.55M
8 %

107,152

AMZN
AMZN

AMAZON COM INC

COM
023135106
$36.09M
8 %

189,703

SYY
SYY

SYSCO CORP

COM
871829107
$25.21M
5 %

335,950

PRU
PRU

PRUDENTIAL FINL INC

COM
744320102
$24.73M
5 %

221,464

NXPI
NXPI

NXP SEMICONDUCTORS N V

COM
N6596X109
$20.71M
4 %

108,971

AZN
AZN

ASTRAZENECA PLC

SPONSORED ADR
046353108
$20.02M
4 %

272,337

AAPL
AAPL

APPLE INC

COM
037833100
$19.43M
4 %

87,464

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