WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $158.45M

Positions: 4

Period: 2023-03-31

Filed: 2023-05-15

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 Q1 2023 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $158.45M across 4 positions in their Q1 2023 SEC 13F filing (period ending 2023-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$91.64M·COST$59.13M·BABA$4.36M·CDLXEUR$3.32M

Holdings Heatmap

FND57.8% · $91.64M COST37.3% · $59.13M+0.2%

BABA2.8% · $4.36M CDLXEUR2.1% · $3.32M

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

Largest Trades This Quarter

Largest Adds1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	FNDFLOOR & DECOR HLDGS INC	$91.64M	932,983	57.84%	-
2	COSTCOSTCO WHSL CORP NEW	$59.13M	119,000	37.32%	+0.2%
3	BABAALIBABA GROUP HLDG LTD	$4.36M	42,665	2.75%	-
4	CDLXEURCARDLYTICS INC	$3.32M	978,289	2.10%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
COSTCOSTCO WHSL CORP NEW	$59.13M	119,000	+213	+0.2%

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