ACT CAPITAL MANAGEMENT, LLC — 13F holdings

ACT CAPITAL MANAGEMENT, LLC reported 62 holdings worth $153M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. KRYS KRYSTAL BIOTECH INC — $16.7M (10.9%)
2. TGTX TG THERAPEUTICS INC — $13.8M (9.0%)
3. ABVX ABIVAX SA — $12.9M (8.4%)
4. CVX CHEVRON CORP NEW — $12.4M (8.1%)
5. XOM EXXON MOBIL CORP — $10.7M (7.0%)
6. ARWR ARROWHEAD PHARMACEUTICALS IN — $8.97M (5.9%)
7. VKTX VIKING THERAPEUTICS INC — $8.16M (5.3%)
8. CELC CELCUITY INC — $6.50M (4.2%)
9. NKTR NEKTAR THERAPEUTICS — $6.23M (4.1%)
10. TSLA TESLA INC — $4.54M (3.0%)