account_balance
Investment manager · 13F filer · SEC CIK 1442273
Act Capital Management, LLC
Reported value$153Mas of Jun 30, 2026
Positions62 20 new, 14 sold out
Top 10 weight66.0%KRYS alone is 11%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KRYSKrystal Biotech Inc
10.9%Trimmed −26%
TGTXTg Therapeutics Inc
9.0%
ABVXAbivax SA
8.4%Added +37%
CVXChevron Corp
8.1%
XOMExxon Mobil Corp
7.0%Added +12%
ARWRArrowhead Pharmaceuticals Inc
5.9%Added +33%
VKTXViking Therapeutics Inc
5.3%
CELCCelcuity Inc
4.2%Trimmed −32%
NKTRNektar Therapeutics
4.1%Added +26%
TSLATesla Inc
3.0%New
CYTKCytokinetics Inc
2.6%Trimmed −26%
ASTSAst Spacemobile Inc
2.5%New
KRYSKrystal Biotech Inc
10.9%Trimmed −26%
TGTXTg Therapeutics Inc
9.0%
ABVX8.4%CVX8.1%XOM7.0%ARWR5.9%VKTX5.3%CELC4.2%NKTR4.1%TSLA3.0%CYTK2.6%ASTS2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KRYS Krystal Biotech Inc 10.9% Trimmed −26%TGTX Tg Therapeutics Inc 9.0% HeldABVX Abivax SA 8.4% Added +37%CVX Chevron Corp 8.1% HeldXOM Exxon Mobil Corp 7.0% Added +12%ARWR Arrowhead Pharmaceuticals Inc 5.9% Added +33%VKTX Viking Therapeutics Inc 5.3% HeldCELC Celcuity Inc 4.2% Trimmed −32%NKTR Nektar Therapeutics 4.1% Added +26%TSLA Tesla Inc 3.0% NewCYTK Cytokinetics Inc 2.6% Trimmed −26%ASTS Ast Spacemobile Inc 2.5% New
What changed