ACT II MANAGEMENT, LP - Q2 2017 holdings

$148 Million is the total value of ACT II MANAGEMENT, LP's 22 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .

 Value Shares↓ Weighting
CHTR ExitCHARTER COMMUNICATIONS INC Ncl a$0-2,077
-100.0%
-0.49%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-08-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
INTERXION HOLDING N.V.27Q4 20198.3%
FACEBOOK INC24Q1 202019.1%
CHEGG INC24Q1 202014.6%
LIBERTY BROADBAND CORP22Q1 202014.7%
T-MOBILE US INC22Q1 20197.4%
NEXSTAR MEDIA GROUP INC21Q1 202011.6%
GRAY TELEVISION INC21Q1 20205.3%
TAKE-TWO INTERACTIVE SOFTWAR20Q4 201914.8%
ALPHABET INC18Q1 202014.7%
INTERPUBLIC GROUP COS INC16Q2 201711.7%

View ACT II MANAGEMENT, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2020-05-12
13F-HR2020-02-12
13F-HR2019-11-13
13F-HR2019-08-08
13F-HR2019-05-14
13F-HR/A2019-04-26
13F-HR/A2019-04-26
13F-HR/A2019-04-26
13F-HR/A2019-04-26
13F-HR/A2019-04-26

View ACT II MANAGEMENT, LP's complete filings history.

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