Phase 2 Partners, LLC Z — ZILLOW GROUP INC

Ownership history in Phase 2 Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Phase 2 Partners, LLC reported ZILLOW GROUP INC (Z) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 4.95% in 2024 Q2. The latest visible filing shows Z at 3.32% 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.

What this Z ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phase 2 Partners, LLC's position in ZILLOW GROUP 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
2024 Q3

Z was reported at 3.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.95% in 2024 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 2024 Q3

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.

Z stock page Phase 2 Partners, LLC fund profile Phase 2 Partners, LLC full holdings
How Phase 2 Partners, LLC held Z — position size vs. price
% of Fund (quarterly)    Z price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 50.4% +16.9% ❌ 88,000 -89,490 -50.4% 3.32% $5.6M 2024-11-14 $74.31
2024 Q2 REDUCED 8.5% +37.6% ❌ 177,490 -16,570 -8.5% 4.95% $8.2M 2024-08-14 $53.62
2024 Q1 ADDED — — — 194,060 +89,684 +85.9% 4.95% $9.5M 2024-05-15 $45.13
2023 Q4 INITIATED — — — 104,376 — — 3.19% $6.0M 2024-02-14 $58.06

🏢 Other funds also holding Z

As of 2026 Q1 — sorted by position size

HILLMAN CO 3Y 7Y 5.6% Avory & Company, LLC 3Y 5.53% Kessler Investment Group, LLC 3Y 7Y 2.58% Garde Capital, Inc. 3Y 7Y 0.65% Arlington Partners LLC 3Y 7Y 0.49% Mirador Capital Partners LP 3Y 7Y 0.46% Carmel Capital Partners, LLC 3Y 0.43% Ninety One UK Ltd 3Y 7Y 0.37% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 0.3% ABC ARBITRAGE SA 0.23%

FAQ About Phase 2 Partners, LLC and Z

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

How long has Phase 2 Partners, LLC reported owning Z?

Phase 2 Partners, LLC reported Z across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported Z position in Phase 2 Partners, LLC's portfolio?

The largest reported portfolio weight for Z was 4.95% in 2024 Q2.

What is the latest reported Z position on this page?

The most recent filing on this page is 2024 Q3, when Phase 2 Partners, LLC reported 88,000 shares, equal to 3.32% of portfolio, with an estimated market value of $5.6M.

What does the chart on this Z ownership page compare?

The chart compares Phase 2 Partners, LLC's quarterly Z 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 Phase 2 Partners, LLC time their Z position?

Based on 13F filing dates vs. subsequent Z price moves, Phase 2 Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on Z relative to SPY over the holding period was +8.8%.

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