WORLDLY PARTNERS MANAGEMENT, LLC
NEEDHAM, MA · CIK 0001904574
Portfolio Value: $134.11M
Positions: 3
Period: 2025-12-31
Filed: 2026-02-13
Portfolio Value
$134.11M
Positions
3
New
0
Increased
0
Decreased
1
Sold Out
1
WORLDLY PARTNERS MANAGEMENT, LLC Q4 2025 13F Filing Summary
WORLDLY PARTNERS MANAGEMENT, LLC (NEEDHAM, MA) reported a portfolio value of $134.11M across 3 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). Top holdings include FND ($72.07M), COST ($60.71M), CDLX ($1.33M). The top 10 positions account for 100.0% of the portfolio. This quarter saw 1 reductions, 1 complete exits. Notable exit: BABA.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | FNDFLOOR & DECOR HLDGS INC CLA | $72.07M | 53.74% | - |
| 2 | COSTCOSTCO WHSL CORP NEW COM | $60.71M | 45.27% | -15.8% |
| 3 | CDLXCARDLYTICS INC COM | $1.33M | 0.99% | - |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
COSTCOSTCO WHSL CORP NEW | $60.71M | 70,401 | -15.8% |