Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

ACT II MANAGEMENT, LP 13F Holdings -- Portfolio & Top Positions (2020-03-31)

Name: ACT II MANAGEMENT, LP 13F Holdings (2020-03-31)
Creator: ko.io

ACT II MANAGEMENT, LP (CIK 1450008) reported $33.8M across 11 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: META ($6.5M, 19.13%), GOOG ($5.0M, 14.72%), LBRDA ($5.0M, 14.66%), CHGG ($4.9M, 14.63%), NXST ($3.2M, 9.52%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	META	FACEBOOK INC	$6.5M	19.13%	38,768	Trimmed
2	GOOG	ALPHABET INC	$5.0M	14.72%	4,280	Trimmed
3	LBRDA	LIBERTY BROADBAND CORP	$5.0M	14.66%	46,310	Trimmed
4	CHGG	CHEGG INC	$4.9M	14.63%	138,297	Trimmed
5	NXST	NEXSTAR MEDIA GROUP INC	$3.2M	9.52%	55,746	Trimmed
6	CMCSA	COMCAST CORP NEW	$2.6M	7.63%	75,000	Trimmed
7	DIS	DISNEY WALT CO	$2.2M	6.59%	23,051	Trimmed
8	VZ	VERIZON COMMUNICATIONS INC	$1.6M	4.77%	30,000	Hold
9	LSXMA	LIBERTY MEDIA CORP DELAWARE	$1.2M	3.68%	39,233	Hold
10	GTN	GRAY TELEVISION INC	$977,000	2.89%	90,995	Trimmed
11	OUT	OUTFRONT MEDIA INC	$607,000	1.80%	45,000	Trimmed
12	APRN	BLUE APRON HLDGS INC	$0	0.00%	0	Exited
13	DISCK	DISCOVERY INC	$0	0.00%	0	Exited
14	MTCH	IAC INTERACTIVECORP	$0	0.00%	0	Exited
15	LGF.A	LIONS GATE ENTMNT CORP	$0	0.00%	0	Exited
16	TTWO	TAKE-TWO INTERACTIVE SOFTWAR	$0	0.00%	0	Exited
17	TPCO	TRIBUNE PUB CO NEW	$0	0.00%	0	Exited
18	PSKY	VIACOMCBS INC	$0	0.00%	0	Exited
19	VG2	VONAGE HLDGS CORP	$0	0.00%	0	Exited
20	INTEQ	INTELSAT S A	$0	0.00%	0	Exited
21	INXN	INTERXION HOLDING N.V.	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2020-03-31