WORLDLY PARTNERS MANAGEMENT, LLC

CIK 0001904574 · NEEDHAM, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

WORLDLY PARTNERS MANAGEMENT, LLC reported 3 positions worth $122.4M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: FND (66.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$122.4M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

3 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	FND	FLOOR & DECOR HLDGS INC	SH	$81.4M	66.50%	1,371,180	—	—
▸ 2	COST	COSTCO WHSL CORP NEW	SH	$40.5M	33.07%	43,268	—	—
▸ 3	CDLX	CARDLYTICS INC	SH	$519.9K	0.42%	115,798	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WORLDLY PARTNERS MANAGEMENT, LLC hold as of Q2 2026?

WORLDLY PARTNERS MANAGEMENT, LLC reported 3 positions worth $122.4M in its Q2 2026 13F filing. Largest positions: FND (66.5%), COST (33.1%) and CDLX (0.4%).

What did WORLDLY PARTNERS MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WORLDLY PARTNERS MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.