ACT Capital Partners, L.P. — 13F Holdings & Portfolio
CIK 1875197 · latest 13F-HR filed 2026-11-06
ACT Capital Partners, L.P. manages $154.0M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are CVX (9.95%), KRYS (9.07%), TGTX (8.59%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-11-06
no prior filing cached
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
1 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 65.6%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Oct 23, 2026.
ASHEVILLE, NC 28801
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ENGLISH, DOUGLAS, BARRY Control | MANAGING MEMBER since Oct 2014 | 75% or more | Individual |
| ENGLISH, JENNIFER, REALE Control | CHIEF COMPLIANCE OFFICER since Oct 2014 | Less than 5% | Individual |
| JOHNSON, ROGER, WESLEY Control | MANAGING MEMBER since Oct 2014 | 10–25% | Individual |
ACT Capital Partners, L.P. Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CHEVRON CORPORATION | CVX | 166764100 | $15.3M | 9.95% | 75,000 | SH |
| 2 | KRYSTAL BIOTECH INC | KRYS | 501147102 | $14.0M | 9.07% | 42,000 | SH |
| 3 | TG THERAPEUTICS INC | TGTX | 88322Q108 | $13.2M | 8.59% | 237,200 | SH |
| 4 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $12.8M | 8.30% | 78,500 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $10.6M | 6.88% | 42,500 | SH |
| 6 | ABIVAX SA | ABVX | 00370M103 | $8.4M | 5.47% | 85,000 | SH |
| 7 | VIKING THERAPEUTICS INC | VKTX | 92686J106 | $7.2M | 4.66% | 220,200 | SH |
| 8 | SK HYNIX INC | SKHY | 78392B206 | $6.4M | 4.15% | 34,700 | SH |
| 9 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 04280A100 | $6.2M | 4.00% | 94,000 | SH |
| 10 | NEKTAR THERAPEUTICS | NKTR | 640268306 | $5.5M | 3.55% | 90,400 | SH |
| 11 | TESLA INC | TSLA | 88160R101 | $5.3M | 3.41% | 14,800 | SH |
| 12 | CELCUITY INC | CELC | 15102K100 | $4.7M | 3.03% | 58,650 | SH |
| 13 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.7M | 2.42% | 3,500 | SH |
| 14 | NUVATION BIO INC | NUVB | 67080N101 | $3.2M | 2.11% | 579,500 | SH |
| 15 | PALVELLA THERAPEUTICS INC NE | PVLA | 697947109 | $3.1M | 2.02% | 22,500 | SH |
| 16 | ENERGY TRANSFER L P | ET | 29273V100 | $2.6M | 1.71% | 133,100 | SH |
| 17 | BLOOM ENERGY CORP | BE | 093712107 | $2.5M | 1.62% | 9,000 | SH |
| 18 | AST SPACEMOBILE INC | ASTS | 00217D100 | $2.3M | 1.49% | 39,000 | SH |
| 19 | FREEPORT MCMORAN INC | FCX | 35671D857 | $2.3M | 1.48% | 32,500 | SH |
| 20 | CAMECO CORP | CCJ | 13321L108 | $2.2M | 1.43% | 25,400 | SH |
| 21 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $2.2M | 1.43% | 87,400 | SH |
| 22 | AXT INC | AXTI | 00246W103 | $2.0M | 1.27% | 25,200 | SH |
| 23 | CYBIN INC | HELP | 23256X407 | $1.7M | 1.08% | 135,000 | SH |
| 24 | CANDEL THERAPEUTICS INC | CADL | 137404109 | $1.6M | 1.02% | 150,500 | SH |
| 25 | SK HYNIX INC Call | HXSCF | 78392B906 | $1.3M | 0.84% | 7,000 | SH |
| 26 | AMBARELLA INC | AMBA | G037AX101 | $1.2M | 0.79% | 17,400 | SH |
| 27 | APPLIED OPTOELECTRONICS INC | AAOI | 03823U102 | $1.2M | 0.77% | 12,000 | SH |
| 28 | TESLA INC Call | TSLA | 88160R901 | $1.1M | 0.69% | 3,000 | SH |
| 29 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $994.7K | 0.65% | 15,400 | SH |
| 30 | KURA ONCOLOGY INC | KURA | 50127T109 | $981.0K | 0.64% | 91,600 | SH |
| 31 | SAGIMET BIOSCIENCES INC | SGMT | 786700104 | $592.8K | 0.39% | 60,000 | SH |
| 32 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $567.3K | 0.37% | 45,600 | SH |
| 33 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $559.0K | 0.36% | 50,000 | SH |
| 34 | ON SEMICONDUCTOR CORP | ON | 682189105 | $553.5K | 0.36% | 7,200 | SH |
| 35 | ALPHA COGNITION INC | ACOG | 02074J501 | $463.5K | 0.30% | 51,500 | SH |
| 36 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $444.1K | 0.29% | 2,500 | SH |
| 37 | ADLAI NORTYE LTD | ANL | 00704R109 | $430.4K | 0.28% | 24,400 | SH |
| 38 | PALISADE BIO INC | PALI | 696389402 | $415.1K | 0.27% | 307,500 | SH |
| 39 | REGENXBIO INC | RGNX | 75901B107 | $395.3K | 0.26% | 52,500 | SH |
| 40 | NOKIA CORP | NOK | 654902204 | $354.9K | 0.23% | 35,000 | SH |
| 41 | UIPATH INC | PATH | 90364P105 | $346.7K | 0.23% | 27,000 | SH |
| 42 | KAZIA THERAPEUTICS LTD | KZIA | 48669G303 | $335.8K | 0.22% | 35,000 | SH |
| 43 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $311.0K | 0.20% | 27,000 | SH |
| 44 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 03969T109 | $308.0K | 0.20% | 22,500 | SH |
| 45 | ONDAS INC | ONDS | 68236H204 | $274.9K | 0.18% | 37,500 | SH |
| 46 | KYVERNA THERAPEUTICS INC | KYTX | 501976104 | $272.0K | 0.18% | 40,000 | SH |
| 47 | KEEL INFRASTRUCTURE CORP | KEEL | 486917107 | $263.0K | 0.17% | 74,500 | SH |
| 48 | CHURCHILL CAP CORP XI | CCXI | G2131A108 | $261.4K | 0.17% | 22,500 | SH |
| 49 | ARKO PETE CORP | APC | 04124A100 | $222.9K | 0.14% | 15,000 | SH |
| 50 | X-ENERGY INC | XE | 98386P102 | $177.2K | 0.12% | 12,500 | SH |
SUITE 110
WAYNE, PA 19087