CAZ INVESTMENTS LP XYZ — BLOCK INC

Ownership history in CAZ INVESTMENTS LP  ·  17 quarters on record

AI Ownership Summary

CAZ INVESTMENTS LP reported BLOCK INC (XYZ) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.0% in 2025 Q2. The latest visible filing shows XYZ at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAZ INVESTMENTS LP's position in BLOCK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XYZ was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XYZ stock page CAZ INVESTMENTS LP fund profile CAZ INVESTMENTS LP full holdings
How CAZ INVESTMENTS LP held XYZ — position size vs. price
% of Fund (quarterly)    XYZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,000 — 0% 0.07% $60K 2026-05-12 $72.12
2025 Q4 REDUCED 50.0% -7.5% ✅ 1,000 -1,000 -50.0% 0.11% $65K 2026-02-10 $57.30
2025 Q3 REDUCED 23.1% -8.8% ✅ 2,000 -600 -23.1% 0.27% $145K 2025-11-12 $65.77
2025 Q2 ADDED — — — 2,600 +1,600 +160.0% 1.00% $177K 2025-08-15 $75.80
2025 Q1 UNCHANGED — — — 1,000 — 0% 0.39% $54K 2025-05-15 $57.01
2024 Q4 REDUCED 66.7% -36.1% ✅ 1,000 -2,000 -66.7% 0.12% $85K 2025-02-12 $82.99
2024 Q3 ADDED — — — 3,000 +1,500 +100.0% 0.12% $198K 2024-11-13 $85.82
2024 Q2 UNCHANGED — — — 1,500 — 0% 0.03% $97K 2024-08-14 $62.20
2024 Q1 UNCHANGED — — — 1,500 — 0% 0.23% $127K 2024-05-14 $71.20
2023 Q4 UNCHANGED — — — 1,500 — 0% 0.16% $116K 2024-02-14 $67.41
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XYZ

As of 2026 Q1 — sorted by position size

SQUARE PEG CAPITAL PTY LTD 13.17% Avory & Company, LLC 3Y 9.58% Contour Asset Management LLC 3Y 7Y 8.87% Dragoneer Investment Group, LLC 3Y 7Y 5.85% Woodson Capital Management, LP 3Y 7Y 5.48% Ribbit Management Company, LLC 5.12% Lane Generational LLC 3Y 5.01% Hyperion Asset Management Ltd 3Y 4.81% a16z Capital Management, L.L.C. 4.74% Ravenswood Partners LP 3.75%

FAQ About CAZ INVESTMENTS LP and XYZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAZ INVESTMENTS LP reported owning XYZ?

CAZ INVESTMENTS LP reported XYZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XYZ position in CAZ INVESTMENTS LP's portfolio?

The largest reported portfolio weight for XYZ was 1.00% in 2025 Q2.

What is the latest reported XYZ position on this page?

The most recent filing on this page is 2026 Q1, when CAZ INVESTMENTS LP reported 1,000 shares, equal to 0.07% of portfolio, with an estimated market value of $60K.

What does the chart on this XYZ ownership page compare?

The chart compares CAZ INVESTMENTS LP's quarterly XYZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CAZ INVESTMENTS LP time their XYZ position?

Based on 13F filing dates vs. subsequent XYZ price moves, CAZ INVESTMENTS LP correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on XYZ relative to SPY over the holding period was -18.5%.

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