ACT II MANAGEMENT, LP holdings history

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149 is the total number of securities ACT II MANAGEMENT, LP has owned. The longest ACT II MANAGEMENT, LP has owned a single stock is 27 quarters.

ACT II MANAGEMENT, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
INXN INTERXION HOLDING N.V.27270.01%4.40%8.34%Q2 2013Q4 201927
FB FACEBOOK INC24240.03%7.97%19.13%Q2 2014Q1 202024
CHGG CHEGG INC24240.01%6.56%14.64%Q2 2014Q1 202024
LBRDA LIBERTY BROADBAND CORP22220.02%7.19%14.66%Q4 2014Q1 202022
TMUS T-MOBILE US INC1750.19%4.17%7.36%Q2 2013Q1 201922
NXST NEXSTAR MEDIA GROUP INC1810.91%7.92%11.55%Q2 2013Q1 202021
GTN GRAY TELEVISION INC21210.01%2.91%5.28%Q1 2015Q1 202021
TTWO TAKE-TWO INTERACTIVE S...20201.17%6.03%14.78%Q1 2015Q4 201920
GOOG ALPHABET INC18186.58%10.86%14.72%Q4 2015Q1 202018
IPG INTERPUBLIC GROUP COS INC16160.03%6.44%11.75%Q3 2013Q2 201716
ULTI ULTIMATE SOFTWARE GROU...1142.01%5.10%8.13%Q2 2013Q1 201915
LVLT LEVEL 3 COMMUNICATIONS...12120.02%6.58%9.59%Q3 2013Q2 201612
SATS ECHOSTAR CORP751.48%3.61%6.29%Q2 2013Q4 201712
LBTYK LIBERTY GLOBAL PLC1110.01%3.38%5.73%Q2 2013Q3 201612
CBS CBS CORP NEW630.59%3.04%6.19%Q2 2013Q3 201912
PAG PENSKE AUTOMOTIVE GRP INC11113.66%9.17%31.66%Q2 2013Q4 201511
TWC TIME WARNER CABLE INC11111.80%7.38%23.42%Q3 2013Q1 201611
CMCSA COMCAST CORP NEW620.83%5.34%7.72%Q2 2013Q1 202011
MDCA MDC PARTNERS INC11110.46%2.68%5.69%Q1 2017Q3 201911
TWX TIME WARNER INC991.37%4.20%6.69%Q1 2016Q1 20189
RNET RIGNET INC991.40%2.95%5.05%Q2 2013Q2 20159
GCI GANNETT INC881.88%4.28%7.00%Q2 2013Q1 20158
VZ VERIZON COMMUNICATIONS...610.91%1.95%4.77%Q1 2014Q1 20208
DISCK DISCOVERY INC772.60%3.44%4.54%Q2 2018Q4 20197
LGF LIONS GATE ENTMNT CORP770.01%2.79%3.82%Q2 2014Q4 20157
INTEQ INTELSAT S A770.24%2.01%3.61%Q2 2018Q4 20197
OUT OUTFRONT MEDIA INC610.20%1.42%2.35%Q4 2014Q1 20207
SIG SIGNET JEWELERS LIMITED424.09%6.35%15.96%Q2 2013Q4 20156
GOOGL GOOGLE INC663.22%4.36%5.88%Q2 2013Q3 20146
VG VONAGE HLDGS CORP421.73%3.86%5.90%Q3 2016Q4 20196
AVGO AVAGO TECHNOLOGIES LTD662.28%3.59%5.83%Q2 2013Q3 20146
AMCX AMC NETWORKS INC660.02%3.20%4.93%Q4 2014Q1 20166
FOXA TWENTY FIRST CENTY FOX...421.46%3.17%5.14%Q1 2017Q4 20186
LMCA LIBERTY MEDIA CORP DEL...661.46%3.06%7.25%Q2 2013Q3 20146
NLSN NIELSEN N V331.69%2.69%3.71%Q2 2013Q2 20156
AMC AMC ENTMT HLDGS INC661.78%2.51%3.30%Q3 2016Q4 20176
DIS DISNEY WALT CO550.88%4.88%6.59%Q1 2019Q1 20205
VIA VIACOM INC NEW552.40%3.34%5.01%Q2 2013Q2 20145
WGO WINNEBAGO INDS INC551.11%3.26%5.13%Q3 2013Q3 20145
TWLO TWILIO INC550.91%2.52%3.92%Q4 2017Q4 20185
VIAB VIACOM INC NEW210.47%2.45%4.98%Q2 2015Q3 20185
MEG MEDIA GEN INC NEW550.01%2.24%3.54%Q2 2015Q2 20165
LGFA LIONS GATE ENTMNT CORP551.47%1.80%2.10%Q4 2018Q4 20195
EVC ENTRAVISION COMMUNICAT...320.18%1.04%2.49%Q4 2014Q3 20175
TPCO TRIBUNE PUB CO NEW550.87%0.98%1.02%Q4 2018Q4 20195
MDP MEREDITH CORP210.00%0.63%1.38%Q3 2015Q1 20195
FTR FRONTIER COMMUNICATION...441.85%3.61%4.70%Q4 2015Q3 20164
CCI CROWN CASTLE INTL CORP442.37%3.41%4.68%Q4 2013Q3 20144
CHTR CHARTER COMMUNICATIONS...440.49%3.24%5.28%Q2 2016Q1 20174
CCOI COGENT COMMUNICATIONS ...440.01%3.05%4.69%Q4 2014Q3 20154
TRLA TRULIA INC441.14%2.89%4.12%Q2 2013Q1 20144
AWAY HOMEAWAY INC440.01%2.88%4.17%Q4 2014Q3 20154
CMLS CUMULUS MEDIA INC311.40%2.40%3.65%Q3 2013Q3 20144
SIRI SIRIUS XM RADIO INC441.80%2.22%2.60%Q2 2013Q1 20144
CAMP CALAMP CORP441.45%2.18%2.90%Q2 2013Q1 20144
LNKD LINKEDIN CORP440.96%2.05%2.62%Q2 2013Q1 20144
CONE CYRUSONE INC440.72%2.05%2.90%Q1 2018Q4 20184
LSXMA LIBERTY MEDIA CORP DEL...220.58%1.69%3.68%Q1 2018Q1 20204
MIXT MIX TELEMATICS LTD441.08%1.26%1.42%Q3 2013Q2 20144
APRN BLUE APRON HLDGS INC440.20%0.36%0.49%Q1 2019Q4 20194
SPOT SPOTIFY TECHNOLOGY S A330.84%3.40%4.85%Q2 2018Q4 20183
PDFS PDF SOLUTIONS INC332.12%3.00%4.20%Q4 2013Q2 20143
TRUE TRUECAR INC331.72%2.65%3.81%Q4 2014Q2 20153
NFLX NETFLIX INC211.44%2.08%2.87%Q4 2013Q4 20183
MEG MEDIA GEN INC NEW331.46%2.06%2.72%Q3 2014Q1 20153
CVC CABLEVISION SYS CORP331.22%2.01%2.84%Q2 2013Q4 20133
EBAY EBAY INC330.02%1.96%3.73%Q2 2013Q4 20133
P PANDORA MEDIA INC331.46%1.63%1.73%Q3 2017Q1 20183
SNCR SYNCHRONOSS TECHNOLOGI...330.29%1.43%2.30%Q2 2013Q4 20133
NOK NOKIA CORP330.66%1.37%1.83%Q3 2013Q1 20143
RKUS RUCKUS WIRELESS INC330.33%1.21%2.88%Q2 2013Q4 20133
NLSN NIELSEN HLDGS PLC221.54%4.43%7.31%Q3 2015Q4 20152
CSCO CISCO SYS INC223.24%4.16%5.07%Q2 2013Q3 20132
MOVE MOVE INC220.68%3.45%6.21%Q2 2014Q3 20142
T AT&T INC222.34%3.36%4.38%Q4 2013Q1 20142
IDTI INTEGRATED DEVICE TECH...221.22%2.73%4.24%Q2 2014Q3 20142
J106OPTLDIV CBS OUTDOOR AMERS INC222.48%2.68%2.88%Q2 2014Q3 20142
SWKS SKYWORKS SOLUTIONS INC221.19%2.67%4.16%Q2 2013Q3 20132
ADP AUTOMATIC DATA PROCESS...111.28%1.97%2.67%Q2 2013Q4 20162
LUMN CENTURYLINK INC221.34%1.96%2.58%Q3 2017Q4 20172
CCI CROWN CASTLE INTL CORP...111.93%1.94%1.94%Q2 2015Q4 20162
BKNG BOOKING HLDGS INC221.90%1.92%1.94%Q1 2018Q2 20182
IAC IAC INTERACTIVECORP221.09%1.90%2.72%Q3 2019Q4 20192
EXPE EXPEDIA INC DEL111.22%1.67%2.11%Q3 2013Q4 20152
DESP DESPEGAR COM CORP221.07%1.49%1.91%Q1 2019Q2 20192
CKEC CARMIKE CINEMAS INC110.59%1.44%2.29%Q3 2013Q1 20162
LORL LORAL SPACE & COMMUNIC...221.03%1.08%1.12%Q2 2013Q3 20132
NUAN NUANCE COMMUNICATIONS INC220.96%1.03%1.10%Q2 2013Q3 20132
PCTY PAYLOCITY HLDG CORP220.86%0.98%1.11%Q1 2019Q2 20192
DLB DOLBY LABORATORIES INC110.73%0.97%1.20%Q3 2013Q1 20142
LMCK LIBERTY MEDIA CORP DEL...220.01%0.89%1.78%Q3 2015Q4 20152
LSXMK LIBERTY MEDIA CORP DEL...220.58%0.61%0.64%Q1 2018Q2 20182
VPRT VISTAPRINT N V220.36%0.36%0.37%Q3 2013Q4 20132
GSAT GLOBALSTAR INC220.25%0.26%0.27%Q1 2015Q2 20152
VIAC VIACOMCBS INC117.76%7.76%7.76%Q4 2019Q4 20191
UNIT UNITI GROUP INC116.21%6.21%6.21%Q2 2017Q2 20171
TGNA TEGNA INC115.06%5.06%5.06%Q2 2015Q2 20151
QCOM QUALCOMM INC114.15%4.15%4.15%Q1 2014Q1 20141
PAYX PAYCHEX INC114.12%4.12%4.12%Q1 2014Q1 20141
IWN ISHARES TR113.74%3.74%3.74%Q4 2017Q4 20171
LILAK LIBERTY GLOBAL PLC113.64%3.64%3.64%Q3 2016Q3 20161
CSAL COMMUNICATIONS SALES&L...113.49%3.49%3.49%Q4 2016Q4 20161
AAPL APPLE INC113.20%3.20%3.20%Q4 2013Q4 20131
HAS HASBRO INC113.12%3.12%3.12%Q3 2018Q3 20181
OMC OMNICOM GROUP INC113.11%3.11%3.11%Q2 2013Q2 20131
RAX RACKSPACE HOSTING INC113.05%3.05%3.05%Q3 2016Q3 20161
LAMR LAMAR ADVERTISING CO112.96%2.96%2.96%Q2 2013Q2 20131
TMUS T-MOBILE US INC112.76%2.76%2.76%Q3 2014Q3 20141
TWC TIME WARNER CABLE INC112.74%2.74%2.74%Q4 2013Q4 20131
GOOG GOOGLE INC112.64%2.64%2.64%Q2 2014Q2 20141
CBS CBS CORP NEW112.60%2.60%2.60%Q2 2013Q2 20131
IDTI INTEGRATED DEVICE TECH...112.60%2.60%2.60%Q3 2014Q3 20141
CHTR CHARTER COMMUNICATIONS...112.54%2.54%2.54%Q3 2017Q3 20171
SHLDQ SEARS HLDGS CORP112.40%2.40%2.40%Q1 2014Q1 20141
AZO AUTOZONE INC112.16%2.16%2.16%Q3 2016Q3 20161
TIVO TIVO CORP112.15%2.15%2.15%Q2 2018Q2 20181
HGGGQ HHGREGG INC112.14%2.14%2.14%Q1 2014Q1 20141
GOOGL GOOGLE INC111.89%1.89%1.89%Q2 2013Q2 20131
GCI GANNETT INC111.74%1.74%1.74%Q4 2013Q4 20131
VIA VIACOM INC NEW111.58%1.58%1.58%Q2 2013Q2 20131
LOCK LIFELOCK INC111.57%1.57%1.57%Q1 2014Q1 20141
T AT&T INC111.57%1.57%1.57%Q2 2018Q2 20181
QRTEA LIBERTY INTERACTIVE CORP111.37%1.37%1.37%Q4 2016Q4 20161
NXST NEXSTAR BROADCASTING G...111.28%1.28%1.28%Q4 2015Q4 20151
Z ZILLOW INC111.19%1.19%1.19%Q1 2014Q1 20141
OMC OMNICOM GROUP INC111.19%1.19%1.19%Q2 2013Q2 20131
LMOS LUMOS NETWORKS CORP111.16%1.16%1.16%Q4 2014Q4 20141
YELP YELP INC111.08%1.08%1.08%Q4 2013Q4 20131
SFXEQ SFX ENTMT INC111.04%1.04%1.04%Q4 2013Q4 20131
YHOO YAHOO INC111.03%1.03%1.03%Q4 2015Q4 20151
MNI MCCLATCHY CO111.02%1.02%1.02%Q1 2014Q1 20141
TQNT TRIQUINT SEMICONDUCTOR...111.01%1.01%1.01%Q3 2013Q3 20131
CRM SALESFORCE COM INC110.93%0.93%0.93%Q1 2014Q1 20141
SSNI SILVER SPRING NETWORKS...110.83%0.83%0.83%Q4 2013Q4 20131
A309PS DIRECTV110.75%0.75%0.75%Q1 2014Q1 20141
TRNC TRONC INC110.65%0.65%0.65%Q3 2018Q3 20181
WBMD WEBMD HEALTH CORP110.63%0.63%0.63%Q3 2013Q3 20131
GCI GANNETT CO INC110.60%0.60%0.60%Q3 2016Q3 20161
TPUB TRIBUNE PUBG CO110.55%0.55%0.55%Q4 2015Q4 20151
GHC GRAHAM HLDGS CO110.55%0.55%0.55%Q2 2015Q2 20151
TWTR TWITTER INC110.53%0.53%0.53%Q3 2015Q3 20151
BABA ALIBABA GROUP HLDG LTD110.43%0.43%0.43%Q3 2014Q3 20141
SPLK SPLUNK INC110.42%0.42%0.42%Q1 2014Q1 20141
LOGI LOGITECH INTL S A110.33%0.33%0.33%Q1 2014Q1 20141
EEX EMERALD EXPOSITIONS EV...110.31%0.31%0.31%Q2 2017Q2 20171
FOXA FOX CORP110.29%0.29%0.29%Q1 2019Q1 20191
ETM ENTERCOM COMMUNICATION...110.25%0.25%0.25%Q4 2017Q4 20171
LBRKR LIBERTY BROADBAND CORP110.20%0.20%0.20%Q4 2014Q4 20141
MITL MITEL NETWORKS CORP110.13%0.13%0.13%Q1 2018Q1 20181
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The securities at the top of the list , including INTERXION HOLDING N.V., FACEBOOK INC, and CHEGG INC, are the highest-conviction holdings of ACT II MANAGEMENT, LP.

The conviction is calculated by counting the number of quarters a security has been reported by ACT II MANAGEMENT, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ACT II MANAGEMENT, LP owns currently or has owned in the past.