WORLDLY PARTNERS MANAGEMENT, LLC
NEEDHAM, MA · CIK 0001904574
Portfolio Value: $191.13M
Positions: 3
Period: 2024-12-31
Filed: 2025-02-14
Portfolio Value
$191.13M
Positions
3
New
0
Increased
2
Decreased
0
Sold Out
1
WORLDLY PARTNERS MANAGEMENT, LLC Q4 2024 13F Filing Summary
WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $191.13M across 3 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include FND ($103.43M), COST ($83.41M), CDLX ($4.30M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 2 increases, 1 complete exits. Notable exit: BABA.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FNDFLOOR & DECOR HLDGS INC CL A | $103.43M | 54.11% | +1.7% |
| 2 | COSTCOSTCO WHSL CORP NEW COM | $83.41M | 43.64% | +0.7% |
| 3 | CDLXCARDLYTICS INC COM | $4.30M | 2.25% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
FNDFLOOR & DECOR HLDGS INC | $103.43M | 1,037,380 | +1.7% |
COSTCOSTCO WHSL CORP NEW | $83.41M | 91,031 | +0.7% |