Act Two Investors LLC

SEC CIK: 0001766907
Latest filing: Aug 10, 2026

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MSFT holding history

Microsoft Corp in every 13F filed by Act Two Investors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q2 2026): 143,167
Value: $53.4M
% of portfolio: 10.8%
Quarters held: 22; Since Q1 2021

Holdings of MSFT by Act Two Investors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	143,167	$53.4M	10.8%	+507+0.4%	Added	Holders
Q1 2026	142,660	$52.8M	11.7%	−3,310−2.3%	Reduced	Holders
Q4 2025	145,970	$70.6M	12.7%	−3,903−2.6%	Reduced	Holders
Q3 2025	149,873	$77.6M	13.8%	−611−0.4%	Reduced	Holders
Q2 2025	150,484	$74.9M	15.3%	−1,282−0.8%	Reduced	Holders
Q1 2025	151,766	$57.0M	12.1%	+3,077+2.1%	Added	Holders
Q4 2024	148,689	$62.7M	12.2%	−2,154−1.4%	Reduced	Holders
Q3 2024	150,843	$64.9M	12.2%	−945−0.6%	Reduced	Holders
Q2 2024	151,788	$67.8M	13.4%	+378+0.2%	Added	Holders
Q1 2024	151,410	$63.7M	12.8%	+473+0.3%	Added	Holders
Q4 2023	150,937	$56.8M	12.3%	+9,455+6.7%	Added	Holders
Q3 2023	141,482	$44.7M	12.0%	+3,935+2.9%	Added	Holders
Q2 2023	137,547	$46.8M	13.1%	+10,809+8.5%	Added	Holders
Q1 2023	126,738	$36.5M	14.6%	+69,014+119.6%	Added	Holders
Q4 2022	57,724	$13.8M	14.3%	+528+0.9%	Added	Holders
Q3 2022	57,196	$13.3M	13.5%	−91−0.2%	Reduced	Holders
Q2 2022	57,287	$14.7M	13.9%	−479−0.8%	Reduced	Holders
Q1 2022	57,766	$17.8M	14.1%	+1,638+2.9%	Added	Holders
Q4 2021	56,128	$18.9M	14.9%	−126,617−69.3%	Reduced	Holders
Q3 2021	182,745	$51.5M	12.2%	−5,529−2.9%	Reduced	Holders
Q2 2021	188,274	$51.0M	10.0%	+2,176+1.2%	Added	Holders
Q1 2021	186,098	$43.9M	9.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.