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ACT CAPITAL MANAGEMENT, LLC

Location
WAYNE, PA
Portfolio Value
Small $127,234,644
Diversification
Diversified
Filing Date
Global Rank
#5,187 / 8,604 ▲ 316 · as of Mar 2026
Top Industry
Biotechnology 60.5%
3Y Alpha vs SPY
-11.7%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
8 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+32.9%
SPY
+76.5%
Annualised alpha
-10.9%
Max drawdown
−32.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

56 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
12.3%
−0.2 pts
Top 5
48.5%
+3.8 pts
Top 10
73.6%
+3.9 pts
HHI
664
Jun 2021 → Mar 2026 · range 595 – 2,630
Diversified+70

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Healthcare 61.7% $78,444,382
Energy 24.2% $30,838,380
Consumer Cyclical 5.4% $6,872,910
Technology 4.6% $5,810,789
Basic Materials 2.2% $2,821,930
Industrials 0.7% $852,489
Unclassified 0.6% $812,504
Financial Services 0.4% $572,460
Utilities 0.2% $208,800

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
12 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
12 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
20 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
19 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
56 positions · $127,234,644 total · as of Mar 31, 2026
Showing 1–50 of 56 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History