WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $128.60M

Positions: 4

Period: 2022-12-31

Filed: 2023-02-14

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 Q4 2022 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $128.60M across 4 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$64.96M·COST$54.23M·CDLXEUR$5.65M·BABA$3.76M

+4 new

Holdings Heatmap

FND50.5% · $64.96MNew COST42.2% · $54.23MNew CDLXEUR4.4%New

BABA2.9% · $3.76MNew

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions4

FND

FLOOR & DECOR HLDGS INC

ALIBABA GROUP HLDG LTD

$3.76M

New

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FNDFLOOR & DECOR HLDGS INC	$64.96M	932,983	50.51%	New
2	COSTCOSTCO WHSL CORP NEW	$54.23M	118,787	42.17%	New
3	CDLXEURCARDLYTICS INC	$5.65M	978,289	4.40%	New
4	BABAALIBABA GROUP HLDG LTD	$3.76M	42,665	2.92%	New

Position Changes

Stock	Value	Shares
FNDFLOOR & DECOR HLDGS INC	$64.96M	932,983
COSTCOSTCO WHSL CORP NEW	$54.23M	118,787
CDLXEURCARDLYTICS INC	$5.65M	978,289
BABAALIBABA GROUP HLDG LTD	$3.76M	42,665

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