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Showing Q4 2024 data
Phase 2 Partners, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Phase 2 Partners, LLC
•CIK: 1841126•Filing: Q4 2024
**Phase 2 Partners, LLC** manages $133M across a portfolio of 26 positions, exhibiting concentrated conviction in select growth names. Top holdings include ECPG at $16.1M and MCY at $9.5M, representing significant allocations within the fund's mandate. The remaining top ten positions total over $60M, suggesting a focused, high-conviction approach to capital deployment. This structure indicates an active, bottom-up investment strategy targeting differentiated value across its holdings.
Total AUM
$133.2M
QoQ Performance
-21.2%
Positions
26
Top 10 Concentration
60.0%
Latest Filing
Q4 2024
Top Holdings Allocation
ECPG
MCY
UI2
WLFC
HCI
DESP
ECPG12.1%
MCY7.1%
UI26.0%
WLFC5.8%
HCI5.4%
DESPEGAR5.2%
DFIN4.8%
WT4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.6%
Financial2.3%
Real Estate2.1%
🚪 Exited Positionssold since Q3 2024
+6 more exited positions
Changes from Q3 2024
NEW11 new positions
↑5 increased
↓10 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023