Stock Taper 
ACT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AST SpaceMobile, Inc. | ASTS | 43.5K | $3.87M |
 Ondas Holdings Inc. | ONDS | 37.5K | $309K |
 Monte Rosa Therapeutics, Inc. | GLUE | 35K | $847K |
 Freeport-McMoRan Inc. | FCX | 32.5K | $2.04M |
 COMPASS Pathways plc | CMPS | 30K | $424.5K |
 UiPath Inc. | PATH | 30K | $326.1K |
 Mineralys Therapeutics, Inc. | MLYS | 28.1K | $758.14K |
 Corvus Pharmaceuticals, Inc. | CRVS | 27K | $403.38K |
 Infleqtion Inc | INFQ | 25K | $333K |
 Definium Therapeutics, Inc. | DFTX | 25K | $1.18M |
 Palvella Therapeutics, Inc. | PVLA | 22.5K | $3.44M |
 Ambarella, Inc. | AMBA | 16K | $1.37M |
 Amazon.com, Inc. | AMZN | 12.9K | $3.07M |
 Tesla, Inc. | TSLA | 10.8K | $4.54M |
 Stratasys Ltd. | SSYS | 10K | $85.6K |
 Cameco Corporation | CCJ | 8.4K | $855.62K |
 Bloom Energy Corporation | BE | 7.5K | $2.27M |
 Nebius Group N.V. | NBIS | 6.8K | $1.88M |
 Scholar Rock Holding Corporation | SRRK | 6K | $330K |
 Warrior Met Coal, Inc. | HCC | 6K | $486.96K |