Phase 2 Partners, LLC FUTU β€” FUTU HLDGS LTD

Ownership history in Phase 2 Partners, LLC  Β·  3 quarters on record

AI Ownership Summary

Phase 2 Partners, LLC reported FUTU HLDGS LTD (FUTU) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q3. Peak portfolio weight reached 5.5% in 2024 Q2. The latest visible filing shows FUTU at 3.35% 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 FUTU 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 FUTU HLDGS LTD, 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

FUTU was reported at 3.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.5% 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
2024 Q1 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.

How Phase 2 Partners, LLC held FUTU β€” position size vs. price
% of Fund (quarterly)    FUTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 57.4% -13.8% βœ… 59,355 -79,921 -57.4% 3.35% $5.7M 2024-11-14 $85.27
2024 Q2 REDUCED 26.1% +45.8% ❌ 139,276 -49,111 -26.1% 5.50% $9.1M 2024-08-14 $58.60
2024 Q1 INITIATED β€” β€” β€” 188,387 β€” β€” 5.33% $10.2M 2024-05-15 $71.70

FAQ About Phase 2 Partners, LLC and FUTU

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 FUTU?

Phase 2 Partners, LLC reported FUTU across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q3.

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

The largest reported portfolio weight for FUTU was 5.50% in 2024 Q2.

What is the latest reported FUTU position on this page?

The most recent filing on this page is 2024 Q3, when Phase 2 Partners, LLC reported 59,355 shares, equal to 3.35% of portfolio, with an estimated market value of $5.7M.

What does the chart on this FUTU ownership page compare?

The chart compares Phase 2 Partners, LLC's quarterly FUTU 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.

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