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Disclosery

Act Two Investors LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Act Two Investors LLC on MSFT, newest first. How the timeline and the estimate are built.

Act Two Investors LLC held 143,167 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,167 shares
    Change vs previous 13F +507 shares

    10.79% of the 13F portfolio, value $53,404,065.

    13F-HR 0001214659-26-009810 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 142,660 shares
    Change vs previous 13F -3,310 shares

    11.65% of the 13F portfolio, value $52,808,363.

    13F-HR 0001214659-26-005757 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,970 shares
    Change vs previous 13F -3,903 shares

    12.7% of the 13F portfolio, value $70,593,832.

    13F-HR 0001214659-26-001385 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 149,873 shares
    Change vs previous 13F -611 shares

    13.76% of the 13F portfolio, value $77,626,528.

    13F-HR 0001214659-25-016270 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 150,484 shares
    Change vs previous 13F -1,282 shares

    15.28% of the 13F portfolio, value $74,852,062.

    13F-HR 0001214659-25-011870 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 151,766 shares
    Change vs previous 13F +3,077 shares

    12.07% of the 13F portfolio, value $56,971,299.

    13F-HR 0001214659-25-007361 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 148,689 shares
    Change vs previous 13F -2,154 shares

    12.21% of the 13F portfolio, value $62,672,257.

    13F-HR 0001214659-25-002538 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 150,843 shares
    Change vs previous 13F not available

    12.24% of the 13F portfolio, value $64,907,624.

    13F-HR 0001214659-24-018667 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).