ACT CAPITAL MANAGEMENT, LLC Quant / Systematic

CIK: 0001442273 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $71,501 (100.0% shares, 0.0% debt)

Holdings (78)

STAA STAAR SURGICAL CO 22.7%
Value ($000) $16,236 Shares 228,900 Est. Cost $132.84 Unrealized -51.5%
XOM EXXON MOBIL CORP 6.8%
Value ($000) $4,873 Shares 56,900 Est. Cost $79.58 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC 6.6%
Value ($000) $4,753 Shares 135,000 Est. Cost $74.00 Unrealized -49.2%
DVN DEVON ENERGY CORP NEW 6.4%
Value ($000) $4,547 Shares 82,500 Est. Cost $49.19 Unrealized +11.0%
KRYS KRYSTAL BIOTECH INC 5.4%
Value ($000) $3,874 Shares 59,000 Est. Cost $62.31 Unrealized -0.2%
ARCT ARCTURUS THERAPEUTICS HLDGS 5.0%
Value ($000) $3,567 Shares 226,600 Est. Cost $34.20 Unrealized -42.6%
CLEARSIDE BIOMEDICAL INC 4.7%
Value ($000) $3,364 Shares 2,288,200 Est. Cost $4.87 Unrealized
CVX CHEVRON CORP NEW 3.9%
Value ($000) $2,823 Shares 19,500 Est. Cost $132.04 Unrealized +8.1%
ADTRAN INC 3.7%
Value ($000) $2,630 Shares 150,000 Est. Cost $20.53 Unrealized
IDYA IDEAYA BIOSCIENCES INC 3.3%
Value ($000) $2,394 Shares 173,500 Est. Cost $22.23 Unrealized -50.0%
EIGER BIOPHARMACEUTICALS INC 2.2%
Value ($000) $1,575 Shares 250,000 Est. Cost $8.44 Unrealized
ENVVENO MED CORP 2.1%
Value ($000) $1,517 Shares 401,200 Est. Cost $6.51 Unrealized
INMB INMUNE BIO INC 2.0%
Value ($000) $1,419 Shares 160,500 Est. Cost $19.31 Unrealized -61.5%
ET ENERGY TRANSFER L P 1.8%
Value ($000) $1,275 Shares 127,800 Est. Cost $9.98 Unrealized
U UNITY SOFTWARE INC 1.4%
Value ($000) $968 Shares 26,300 Est. Cost $56.78 Unrealized 0.0%
SSYS STRATASYS LTD 1.3%
Value ($000) $937 Shares 50,000 Est. Cost $25.43 Unrealized -22.6%
LAREDO PETROLEUM INC 1.2%
Value ($000) $882 Shares 12,800 Est. Cost $68.91 Unrealized
AFFIMED N V 1.2%
Value ($000) $855 Shares 308,800 Est. Cost $8.24 Unrealized
LNTH LANTHEUS HOLDINGS INC 1.2%
Value ($000) $852 Shares 12,900 Est. Cost $37.52 Unrealized +68.0%
ICAD INC 1.1%
Value ($000) $820 Shares 205,000 Est. Cost $14.16 Unrealized
MYOVANT SCIENCES LTD 1.1%
Value ($000) $808 Shares 65,000 Est. Cost $22.78 Unrealized
CF CF INDUSTRIES HOLDINGS INC 1.1%
Value ($000) $772 Shares 9,000 Est. Cost $89.74 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS INC 1.0%
Value ($000) $696 Shares 24,500 Est. Cost $31.68 Unrealized 0.0%
INHIBIKASE THERAPEUTICS INC 1.0%
Value ($000) $696 Shares 937,500 Est. Cost $2.60 Unrealized
AUPH AURINIA PHARMACEUTICALS INC 0.7%
Value ($000) $513 Shares 51,000 Est. Cost $13.52 Unrealized -17.3%
CSBR CHAMPIONS ONCOLOGY INC 0.7%
Value ($000) $500 Shares 62,500 Est. Cost $10.08 Unrealized -24.3%
FANG DIAMONDBACK ENERGY INC 0.7%
Value ($000) $485 Shares 4,000 Est. Cost $115.34 Unrealized 0.0%
ROKU ROKU INC 0.6%
Value ($000) $460 Shares 5,600 Est. Cost $96.89 Unrealized 0.0%
QUALTEK SERVICES INC 0.6%
Value ($000) $444 Shares 300,000 Est. Cost $3.21 Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.6%
Value ($000) $414 Shares 10,000 Est. Cost $64.73 Unrealized -31.1%
ASPIRA WOMENS HEALTH INC 0.5%
Value ($000) $380 Shares 646,000 Est. Cost $5.62 Unrealized
ZETA ZETA GLOBAL HOLDINGS CORP 0.5%
Value ($000) $328 Shares 72,500 Est. Cost $6.38 Unrealized +37.6%
VIST VISTA ENERGY S.A.B. DE C.V. 0.4%
Value ($000) $307 Shares 41,500 Est. Cost $7.40 Unrealized
LEAP THERAPEUTICS INC 0.4%
Value ($000) $305 Shares 265,000 Est. Cost $2.27 Unrealized
ONCOCYTE CORPORATION 0.4%
Value ($000) $297 Shares 330,000 Est. Cost $5.74 Unrealized
SURFACE ONCOLOGY INC 0.4%
Value ($000) $280 Shares 170,500 Est. Cost $7.46 Unrealized
FUBO FUBOTV INC 0.4%
Value ($000) $272 Shares 110,000 Est. Cost $23.80 Unrealized -83.7%
CRDF CARDIFF ONCOLOGY INC 0.4%
Value ($000) $265 Shares 120,600 Est. Cost $7.74 Unrealized -78.4%
NTRA NATERA INC 0.3%
Value ($000) $248 Shares 7,000 Est. Cost $102.59 Unrealized -63.9%
ONCTERNAL THERAPEUTICS INC 0.3%
Value ($000) $233 Shares 210,000 Est. Cost $4.75 Unrealized
NEOLEUKIN THERAPEUTICS INC 0.3%
Value ($000) $205 Shares 199,000 Est. Cost $9.23 Unrealized
MDNAF MEDICENNA THERAPEUTICS CORP 0.2%
Value ($000) $173 Shares 149,070 Est. Cost $3.70 Unrealized -71.1%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC 0.2%
Value ($000) $153 Shares 90,000 Est. Cost $5.17 Unrealized
LIVENT CORP 0.2%
Value ($000) $136 Shares 6,000 Est. Cost $22.67 Unrealized
DRAGANFLY INC 0.2%
Value ($000) $122 Shares 135,000 Est. Cost $2.96 Unrealized
MARKER THERAPEUTICS INC 0.2%
Value ($000) $117 Shares 354,400 Est. Cost $2.74 Unrealized
GRITSTONE BIO INC 0.2%
Value ($000) $115 Shares 47,500 Est. Cost $9.74 Unrealized
RYTM RHYTHM PHARMACEUTICALS INC 0.2%
Value ($000) $114 Shares 27,500 Est. Cost $20.76 Unrealized -73.6%
AMZN AMAZON.COM INC 0.1%
Value ($000) $106 Shares 1,000 Est. Cost $134.10 Unrealized -6.7%
AUDACY INC 0.1%
Value ($000) $92 Shares 97,500 Est. Cost $4.32 Unrealized
IMTX IMMATICS N V 0.1%
Value ($000) $90 Shares 10,300 Est. Cost $11.74 Unrealized -32.6%
CELLECTAR BIOSCIENCES INC 0.1%
Value ($000) $88 Shares 217,500 Est. Cost $1.19 Unrealized
CBDMD INC 0.1%
Value ($000) $80 Shares 22,000 Est. Cost $3.64 Unrealized
SUPERIOR DRILLING PRODS INC 0.1%
Value ($000) $79 Shares 80,000 Est. Cost $0.92 Unrealized
CTSO CYTOSORBENTS CORP 0.1%
Value ($000) $77 Shares 35,000 Est. Cost $8.43 Unrealized -72.8%
ATARA BIOTHERAPEUTICS INC 0.1%
Value ($000) $72 Shares 9,200 Est. Cost $15.55 Unrealized
ENLV ENLIVEX THERAPEUTICS LTD 0.1%
Value ($000) $68 Shares 15,000 Est. Cost $10.03 Unrealized -48.5%
LOTTERY COM INC 0.1%
Value ($000) $63 Shares 56,000 Est. Cost $6.38 Unrealized
TRACON PHARMACEUTICALS INC 0.1%
Value ($000) $57 Shares 28,500 Est. Cost $6.49 Unrealized
CBDMD INC 0.1%
Value ($000) $55 Shares 125,000 Est. Cost $1.90 Unrealized
YALA YALLA GROUP LTD 0.1%
Value ($000) $53 Shares 13,500 Est. Cost $20.00 Unrealized
SIO GENE THERAPIES INC 0.1%
Value ($000) $53 Shares 146,500 Est. Cost $2.74 Unrealized
SQZB SQZ BIOTECHNOLOGIES CO 0.1%
Value ($000) $51 Shares 16,000 Est. Cost $14.45 Unrealized
AMPIO PHARMACEUTICALS INC 0.1%
Value ($000) $49 Shares 291,500 Est. Cost $1.67 Unrealized
CYTEIR THERAPEUTICS INC 0.1%
Value ($000) $45 Shares 15,000 Est. Cost $17.56 Unrealized
PDSB PDS BIOTECHNOLOGY CORP 0.1%
Value ($000) $44 Shares 12,000 Est. Cost $8.97 Unrealized -47.0%
HELIUS MED TECHNOLOGIES INC 0.1%
Value ($000) $42 Shares 35,263 Est. Cost $16.52 Unrealized
OYSTER PT PHARMA INC 0.1%
Value ($000) $37 Shares 8,500 Est. Cost $17.21 Unrealized
BIOLINE RX LTD 0.0%
Value ($000) $35 Shares 27,500 Est. Cost $2.84 Unrealized
SYROS PHARMACEUTICALS INC 0.0%
Value ($000) $34 Shares 35,000 Est. Cost $3.82 Unrealized
LTRYW LOTTERY COM INC 0.0%
Value ($000) $25 Shares 125,000 Est. Cost $1.19 Unrealized
INSTIL BIO INC 0.0%
Value ($000) $23 Shares 5,000 Est. Cost $19.40 Unrealized
ARAVIVE INC 0.0%
Value ($000) $19 Shares 18,777 Est. Cost $4.04 Unrealized
AKERNA CORP 0.0%
Value ($000) $18 Shares 128,000 Est. Cost $2.82 Unrealized
MOGO INC 0.0%
Value ($000) $17 Shares 19,491 Est. Cost $7.37 Unrealized
GENETRON HOLDINGS LIMITED 0.0%
Value ($000) $13 Shares 7,500 Est. Cost $20.27 Unrealized
AIRS AIRSCULPT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $13.38 Unrealized -32.6%
TRANSCODE THERAPEUTICS INC COM 0.0%
Value ($000) $8 Shares 6,500 Est. Cost $3.00 Unrealized