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Jeffrey Scharf

Act Two Investors Llc

Assets Managed
$453.176M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
-18.48%(2Q avg: -9.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Act Two Investors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Act Two Investors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 453.176M in assets, with a quarterly growth rate of -18.48% and a 2-quarter average growth rate of -9.97%. The portfolio is managed by Jeffrey Scharf, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.92%
14.98%
$67.871M
236,600 shares@ $286.86 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.26%
11.66%
$52.808M
142,660 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.24%
8.16%
$36.963M
177,475 shares@ $208.27 avg price
TMUS
T-mobile Us Inc
Recent Activity
Decreased -3.41%
7.04%
$31.872M
151,750 shares@ $210.04 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 1.49%
6.95%
$31.485M
104,171 shares@ $302.25 avg price
ES
Eversource Energy
Recent Activity
Decreased -3.71%
6.26%
$28.358M
409,326 shares@ $69.28 avg price
IQV
Iqvia Holdings Inc
Recent Activity
Decreased -3.72%
5.97%
$27.051M
158,622 shares@ $170.55 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -13.29%
4.38%
$19.839M
207,870 shares@ $95.45 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.92%
4.33%
$19.596M
77,212 shares@ $253.79 avg price
DIS
Walt Disney Co The
Recent Activity
Increased 18.89%
4.29%
$19.404M
201,332 shares@ $96.38 avg price

1-10 of 36