Act Two Investors LLC — 13F holdings

Act Two Investors LLC reported 37 holdings worth $495M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. GOOG ALPHABET INC — $73.9M (14.9%)
2. MSFT MICROSOFT CORP — $53.4M (10.8%)
3. AMZN AMAZON COM INC — $41.9M (8.5%)
4. V VISA INC — $35.8M (7.2%)
5. IQV IQVIA HLDGS INC — $30.7M (6.2%)
6. TMUS T-MOBILE US INC — $25.3M (5.1%)
7. LLY ELI LILLY & CO — $23.2M (4.7%)
8. AAPL APPLE INC — $22.3M (4.5%)
9. NVDA NVIDIA CORPORATION — $21.0M (4.3%)
10. IEF ISHARES TR — $19.6M (4.0%)