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Disclosed positions
ACT CAPITAL MANAGEMENT, LLC: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- KRYSTAL BIOTECH INC
- Ticker
- KRYS
- Class
- COM
- Reported value
- $16,725,150
- Reported amount
- 45,000
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001636587-26-000064Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| KRYSTAL BIOTECH INC | KRYS | COM | $16,725,150 | 45,000 | SH | None |
| TG THERAPEUTICS INC | TGTX | COM | $13,791,314 | 251,025 | SH | None |
| ABIVAX SA | ABVX | SPONSORED ADS | $12,926,220 | 97,000 | SH | None |
| CHEVRON CORP | CVX | COM | $12,432,000 | 75,000 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $10,732,520 | 78,500 | SH | None |
| ARROWHEAD PHARMACEUTICALS INC | ARWR | COM | $8,974,251 | 110,100 | SH | None |
| VIKING THERAPEUTICS INC | VKTX | COM | $8,164,793 | 209,300 | SH | None |
| CELCUITY INC | CELC | COM | $6,502,133 | 62,150 | SH | None |
| NEKTAR THERAPEUTICS | NKTR | COM NEW | $6,234,033 | 89,300 | SH | None |
| TESLA INC | TSLA | COM | $4,542,480 | 10,800 | SH | None |
| CYTOKINETICS INC | CYTK | COM | $4,046,525 | 47,500 | SH | None |
| AST SPACEMOBILE INC | ASTS | COM CL A | $3,865,410 | 43,500 | SH | None |
| PALVELLA THERAPEUTICS INC | PVLA | COM | $3,438,450 | 22,500 | SH | None |
| AMAZON.COM INC | AMZN | COM | $3,074,586 | 12,900 | SH | None |
| NUVATION BIO INC | NUVB | COM CL A | $2,953,600 | 520,000 | SH | None |
| XENON PHARMACEUTICALS INC | XENE | COM | $2,897,280 | 48,000 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $2,544,872 | 133,100 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $2,270,250 | 7,500 | SH | None |
| FREEPORT-MCMORAN INC | FCX | COM | $2,043,925 | 32,500 | SH | None |
| NEBIUS GROUP NV | NBIS | SHS CLASS A | $1,877,956 | 6,800 | SH | None |
| ALUMIS INC | ALMS | COM | $1,452,024 | 51,600 | SH | None |
| AMBARELLA INC | AMBA | COM | $1,372,800 | 16,000 | SH | None |
| CEREBRAS SYSTEMS INC | CBRS | COM CL A | $1,237,600 | 5,600 | SH | None |
| DEFINIUM THERAPEUTICS INC | DFTX | COM | $1,176,000 | 25,000 | SH | None |
| NOKIA CORP | NOK | SPONSORED ADR | $1,088,960 | 82,000 | SH | None |
| KURA ONCOLOGY INC | KURA | COM | $975,233 | 88,900 | SH | None |
| PRAXIS PRECISION MEDICINES INC | PRAX | COM NEW | $903,933 | 2,700 | SH | None |
| APPLIED OPTOELECTRONICS INC | AAOI | COM | $888,960 | 6,000 | SH | None |
| CAMECO CORP | CCJ | COM | $855,624 | 8,400 | SH | None |
| MONTE ROSA THERAPEUTICS INC | GLUE | COM | $847,000 | 35,000 | SH | None |
| REGENXBIO INC | RGNX | COM | $808,650 | 67,500 | SH | None |
| MINERALYS THERAPEUTICS INC | MLYS | COM | $758,138 | 28,100 | SH | None |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | SHS REP COM UT | $701,008 | 15,400 | SH | None |
| VIR BIOTECHNOLOGY INC | VIR | COM | $655,217 | 64,300 | SH | None |
| PALISADE BIO INC | PALI | COM | $642,675 | 307,500 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $641,685 | 5,500 | SH | None |
| ON SEMICONDUCTOR CORP | ON | COM | $567,240 | 6,000 | SH | None |
| WARRIOR MET COAL INC | HCC | COM | $486,960 | 6,000 | SH | None |
| CRESCENT ENERGY COMPANY | CRGY | CL A COM | $441,900 | 45,000 | SH | None |
| MBX BIOSCIENCES INC | MBX | COM | $441,600 | 8,000 | SH | None |
| KEEL INFRASTRUCTURE CORP | KEEL | COM | $427,630 | 74,500 | SH | None |
| COMPASS PATHWAYS PLC | CMPS | SPONSORED ADS | $424,500 | 30,000 | SH | None |
| CORVUS PHARMACEUTICALS INC | CRVS | COM | $403,380 | 27,000 | SH | None |
| ALPHA COGNITION INC | ACOG | COM | $371,830 | 51,500 | SH | None |
| KYVERNA THERAPEUTICS INC | KYTX | COM | $356,400 | 40,000 | SH | None |
| AXT INC | AXTI | COM | $353,192 | 4,900 | SH | None |
| INFLEQTION INC | INFQ | COM | $333,000 | 25,000 | SH | None |
| SCHOLAR ROCK HLDG CORP | SRRK | COM | $330,000 | 6,000 | SH | None |
| UIPATH INC | PATH | CL A | $326,100 | 30,000 | SH | None |
| ADLAI NORTYE LTD | ANL | SPONSORED ADS | $310,500 | 27,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.