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Act Capital Partners, L.P. Top Holdings and 13F Report (2026)

About Act Capital Partners, L.P.

Investment Activity

  • Act Capital Partners, L.P. has $153.96 million in total holdings as of September 30, 2026.
  • Act Capital Partners, L.P. owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.

Largest Holdings

Chevron
$15,315,750
Krystal Biotech
$13,967,520
TG Therapeutics
$13,231,016
EXXONMOBIL HOLDINGS CORP
$12,775,875
Amazon.com
$10,588,875

Sector Allocation

Map of 500 Largest Holdings ofAct Capital Partners, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Chevron Corporation stock logo
CVX
Chevron
$15,315,75075,0009.9%Energy
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$13,967,52042,0009.1%Healthcare
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$13,231,016237,2008.6%Healthcare
EXXONMOBIL HOLDINGS CORP
$12,775,87578,5008.3%COM SHS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,588,87542,5006.9%Consumer Discretionary
ABIVAX SA
$8,416,70085,0005.5%SPONSORED ADS
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$7,178,520220,2004.7%Healthcare
SK HYNIX INC
$6,390,00534,7004.2%AMERICAN DEPOSIT
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$6,152,30094,0004.0%Healthcare
NEKTAR THERAPEUTICS
$5,473,26890,4003.6%COM NEW
Tesla, Inc. stock logo
TSLA
Tesla
$5,251,18814,8003.4%Consumer Discretionary
Celcuity, Inc. stock logo
CELC
Celcuity
$4,663,84858,6503.0%Healthcare
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,727,8853,5002.4%Technology
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$3,245,200579,5002.1%Healthcare
PALVELLA THERAPEUTICS INC NE
$3,103,42522,5002.0%COM
ENERGY TRANSFER L P
$2,631,387133,1001.7%COM UT LTD PTN
Bloom Energy Corporation stock logo
BE
Bloom Energy
$2,492,8209,0001.6%Industrials
AST SpaceMobile, Inc. stock logo
ASTS
AST SpaceMobile
$2,295,54039,0001.5%Communication Services
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$2,275,00032,5001.5%Materials
Cameco Corporation stock logo
CCJ
Cameco
$2,201,41825,4001.4%Energy
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$2,196,36287,4001.4%Healthcare
AXT Inc stock logo
AXTI
AXT
$1,950,73225,2001.3%Technology
CYBIN INC
$1,659,150135,0001.1%COM NEW
Candel Therapeutics, Inc. stock logo
CADL
Candel Therapeutics
$1,571,220150,5001.0%Healthcare
SK HYNIX INC
$1,289,0507,0000.8%CALL
Ambarella, Inc. stock logo
AMBA
Ambarella
$1,209,47417,4000.8%Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$1,191,12012,0000.8%Technology
TESLA INC
$1,064,4303,0000.7%CALL
GRAYSCALE BITCOIN TRUST ETF
$994,68615,4000.6%SHS REP COM UT
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$981,03691,6000.6%Healthcare
SAGIMET BIOSCIENCES INC
$592,80060,0000.4%COM SER A
Compass Pathways PLC Sponsored ADR stock logo
CMPS
Compass Pathways
$567,26445,6000.4%Healthcare
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$559,00050,0000.4%Healthcare
onsemi stock logo
ON
onsemi
$553,4647,2000.4%Technology
ALPHA COGNITION INC
$463,50051,5000.3%COM NEW
CEREBRAS SYSTEMS INC
$444,1252,5000.3%COM CL A
ADLAI NORTYE LTD
$430,40024,4000.3%SPONSORED ADS
PALISADE BIO INC
$415,125307,5000.3%COM
REGENXBIO Inc. stock logo
RGNX
REGENXBIO
$395,32552,5000.3%Healthcare
Nokia Corporation stock logo
NOK
Nokia
$354,90035,0000.2%Technology
UiPath, Inc. stock logo
PATH
UiPath
$346,68027,0000.2%Technology
KAZIA THERAPEUTICS LTD
$335,82535,0000.2%SPONSORED ADS
Corvus Pharmaceuticals, Inc. stock logo
CRVS
Corvus Pharmaceuticals
$311,04027,0000.2%Healthcare
Arcturus Therapeutics Holdings Inc. stock logo
ARCT
Arcturus Therapeutics
$308,02522,5000.2%Healthcare
Ondas Holdings Inc. stock logo
ONDS
Ondas
$274,87537,5000.2%Industrials
KYVERNA THERAPEUTICS INC
$272,00040,0000.2%COM
KEEL INFRASTRUCTURE CORP
$262,98574,5000.2%COM SHS
CHURCHILL CAP CORP XI
$261,45022,5000.2%CL A ORD SHS
ARKO PETE CORP
$222,90015,0000.1%CL A COM
X-ENERGY INC
$177,25012,5000.1%COM CL A
CRESCENT BIOPHARMA INC.
$167,78511,5000.1%COM
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$149,7006,0000.1%Healthcare
CAPSTONE ENERGY PLUS, INC.
$123,20027,5000.1%COM
Lightspeed Commerce Inc. stock logo
LSPD
Lightspeed Commerce
$122,12512,5000.1%Technology
SPACE EXPLORATION TECHN CORP
$120,6888000.1%CLASS A COM STK *A*
TERRA INNOVATUM GLOBAL NV
$93,22527,5000.1%ORD SHS
Stratasys, Ltd. stock logo
SSYS
Stratasys
$83,10010,0000.1%Industrials
GRAYSCALE BITCOIN MINI TR ET
$66,5101,8000.0%SHS NEW

Showing largest 100 holdings. View all holdings.
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