WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $122.39M

Positions: 3

Period: 2026-06-30

Filed: 2026-08-07

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

WORLDLY PARTNERS MANAGEMENT, LLC Q2 2026 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $122.39M across 3 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$81.39M·COST$40.48M·CDLX$519.93K

+1 new1 increased1 reduced1 exits

Holdings Heatmap

FND66.5% · $81.39M+3.2%COST33.1% · $40.48M-13.2%

CDLX0.4% · $519.93KNew

Top 3 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds1

FLOOR & DECOR HLDGS INC

Largest Reductions1

Exits1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FNDFLOOR & DECOR HLDGS INC	$81.39M	1,371,180	66.50%	+3.2%
2	COSTCOSTCO WHSL CORP NEW	$40.48M	43,268	33.07%	-13.2%
3	CDLXCARDLYTICS INC	$519.93K	115,798	0.42%	New

Position Changes

Stock	Value	Shares
CDLXCARDLYTICS INC	$519.93K	115,798

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