WORLDLY PARTNERS MANAGEMENT, LLC
NEEDHAM, MA · CIK 0001904574
Portfolio Value: $182.41M
Positions: 3
Period: 2025-06-30
Filed: 2025-08-14
Portfolio Value
$182.41M
Positions
3
New
0
Increased
2
Decreased
0
Sold Out
1
WORLDLY PARTNERS MANAGEMENT, LLC Q2 2025 13F Filing Summary
WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $182.41M across 3 positions in their Q2 2025 SEC 13F filing (period ending 2025-06-30). Top holdings include COST ($90.60M), FND ($89.90M), CDLX ($1.90M). 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 | COSTCOSTCO WHSL CORP NEW COM | $90.60M | 49.67% | +0.1% |
| 2 | FNDFLOOR & DECOR HLDGS INC CL A | $89.90M | 49.29% | +8.1% |
| 3 | CDLXCARDLYTICS INC COM | $1.90M | 1.04% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
COSTCOSTCO WHSL CORP NEW | $90.60M | 91,519 | +0.1% |
FNDFLOOR & DECOR HLDGS INC | $89.90M | 1,183,580 | +8.1% |