Funds › ACT Capital Partners, L.P.
ACT Capital Partners, L.P.
13F for Q3 2026, filed Nov 6, 2026. 56 positions worth $154.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | |||
|---|---|---|---|---|---|
| 1 | CVX Chevron Corporation | 75,000 | $15.3M | 9.9% | 13F ↗ |
| 2 | KRYS Krystal Biotech, Inc. | 42,000 | $14.0M | 9.1% | 13F ↗ |
| 3 | TGTX TG Therapeutics, Inc. | 237,200 | $13.2M | 8.6% | 13F ↗ |
| 4 | XOM ExxonMobil Holdings Corporation | 78,500 | $12.8M | 8.3% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 42,500 | $10.6M | 6.9% | 13F ↗ |
| 6 | ABVX Abivax SA · ADR | 85,000 | $8.4M | 5.5% | 13F ↗ |
| 7 | VKTX Viking Therapeutics, Inc. | 220,200 | $7.2M | 4.7% | 13F ↗ |
| 8 | SKHY SK hynix Inc. · American Deposit | 34,700 | $6.4M | 4.2% | 13F ↗ |
| 9 | ARWR Arrowhead Pharmaceuticals, Inc. | 94,000 | $6.2M | 4.0% | 13F ↗ |
| 10 | NKTR Nektar Therapeutics | 90,400 | $5.5M | 3.6% | 13F ↗ |
| 11 | TSLA Tesla, Inc. | 14,800 | $5.3M | 3.4% | 13F ↗ |
| 12 | CELC Celcuity Inc. | 58,650 | $4.7M | 3.0% | 13F ↗ |
| 13 | MU Micron Technology, Inc. | 3,500 | $3.7M | 2.4% | 13F ↗ |
| 14 | NUVB Nuvation Bio Inc. | 579,500 | $3.2M | 2.1% | 13F ↗ |
| 15 | PVLA Palvella Therapeutics, Inc. | 22,500 | $3.1M | 2.0% | 13F ↗ |
| 16 | ET Energy Transfer LP · Com Ut Ltd Ptn | 133,100 | $2.6M | 1.7% | 13F ↗ |
| 17 | BE Bloom Energy Corporation | 9,000 | $2.5M | 1.6% | 13F ↗ |
| 18 | ASTS AST SpaceMobile, Inc. | 39,000 | $2.3M | 1.5% | 13F ↗ |
| 19 | FCX Freeport-McMoRan, Inc. | 32,500 | $2.3M | 1.5% | 13F ↗ |
| 20 | CCJ Cameco Corporation | 25,400 | $2.2M | 1.4% | 13F ↗ |
| 21 | MLYS Mineralys Therapeutics, Inc. | 87,400 | $2.2M | 1.4% | 13F ↗ |
| 22 | AXTI AXT Inc | 25,200 | $2.0M | 1.3% | 13F ↗ |
| 23 | Cybin Inc | 135,000 | $1.7M | 1.1% | 13F ↗ |
| 24 | CADL Candel Therapeutics, Inc. | 150,500 | $1.6M | 1.0% | 13F ↗ |
| 25 | AMBA Ambarella, Inc. | 17,400 | $1.2M | 0.8% | 13F ↗ |
| 26 | AAOI Applied Optoelectronics, Inc. | 12,000 | $1.2M | 0.8% | 13F ↗ |
| 27 | GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 15,400 | $994.7K | 0.6% | 13F ↗ |
| 28 | KURA Kura Oncology, Inc. | 91,600 | $981.0K | 0.6% | 13F ↗ |
| 29 | SGMT Sagimet Biosciences Inc. | 60,000 | $592.8K | 0.4% | 13F ↗ |
| 30 | CMPS COMPASS Pathways Plc · ADR | 45,600 | $567.3K | 0.4% | 13F ↗ |
| 31 | VIR Vir Biotechnology, Inc. | 50,000 | $559.0K | 0.4% | 13F ↗ |
| 32 | ON ON Semiconductor Corporation | 7,200 | $553.5K | 0.4% | 13F ↗ |
| 33 | ACOG Alpha Cognition Inc. | 51,500 | $463.5K | 0.3% | 13F ↗ |
| 34 | CBRS Cerebras Systems Inc. | 2,500 | $444.1K | 0.3% | 13F ↗ |
| 35 | ANL Adlai Nortye Group Ltd. · ADR | 24,400 | $430.4K | 0.3% | 13F ↗ |
| 36 | PALI Palisade Bio, Inc. | 307,500 | $415.1K | 0.3% | 13F ↗ |
| 37 | RGNX REGENXBIO Inc. | 52,500 | $395.3K | 0.3% | 13F ↗ |
| 38 | NOK Nokia Corporation Sponsored · ADR | 35,000 | $354.9K | 0.2% | 13F ↗ |
| 39 | PATH UiPath, Inc. | 27,000 | $346.7K | 0.2% | 13F ↗ |
| 40 | KZIA Kazia Therapeutics Limited · ADR | 35,000 | $335.8K | 0.2% | 13F ↗ |
| 41 | CRVS Corvus Pharmaceuticals, Inc. | 27,000 | $311.0K | 0.2% | 13F ↗ |
| 42 | ARCT Arcturus Therapeutics Holdings Inc. | 22,500 | $308.0K | 0.2% | 13F ↗ |
| 43 | ONDS Ondas Inc | 37,500 | $274.9K | 0.2% | 13F ↗ |
| 44 | KYTX Kyverna Therapeutics, Inc. | 40,000 | $272.0K | 0.2% | 13F ↗ |
| 45 | KEEL Keel Infrastructure Corp. | 74,500 | $263.0K | 0.2% | 13F ↗ |
| 46 | CCXI Agility Robotics, Inc. | 22,500 | $261.4K | 0.2% | 13F ↗ |
| 47 | APC ARKO Petroleum Corp. | 15,000 | $222.9K | 0.1% | 13F ↗ |
| 48 | XE X-Energy, Inc. | 12,500 | $177.3K | 0.1% | 13F ↗ |
| 49 | CBIO Crescent Biopharma, Inc. | 11,500 | $167.8K | 0.1% | 13F ↗ |
| 50 | TNGX Tango Therapeutics, Inc. | 6,000 | $149.7K | 0.1% | 13F ↗ |
Changes since the previous quarter
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We don't have this fund's 13F for the quarter ending Jun 30, 2026, so there is nothing to compare with.
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Reported value by quarter
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Quarter | Filed | Form | Positions | Reported value | Status | Filing |
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 58 | $154.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer