Worldly Partners Management, LLC 13F Holdings · Q2 2026
Worldly Partners Management, LLC reported 3 securities worth $122.39M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FND (66.50%), COST (33.07%), CDLX (0.42%). Among its top 25 positions this quarter: 1 new, 1 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FND | FLOOR & DECOR HLDGS INC | $81.4M | 66.50% | 1.4M | Added |
| 2 | COST | COSTCO WHSL CORP NEW | $40.5M | 33.07% | 43,268 | Trimmed |
| 3 | CDLX | CARDLYTICS INC | $519,933 | 0.42% | 115,798 | New |
| 4 | CDLX | CARDLYTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR