WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 0001904574

Portfolio Value: $212.22M

Positions: 3

Period: 2024-03-31

Filed: 2024-05-15

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 2024 13F Filing Summary

WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $212.22M across 3 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: FND$129.75M·COST$65.69M·CDLXEUR$16.78M

Holdings Heatmap

FND61.1% · $129.75M COST31.0% · $65.69M+2.3%CDLXEUR7.9%

Top 3 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	$129.75M	1,000,983	61.14%	-
2	COSTCOSTCO WHSL CORP NEW	$65.69M	89,663	30.95%	+2.3%
3	CDLXEURCARDLYTICS INC	$16.78M	1,157,989	7.91%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
COSTCOSTCO WHSL CORP NEW	$65.69M	89,663	+2.0K	+2.3%

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