Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WORLDLY PARTNERS MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

WORLDLY PARTNERS MANAGEMENT, LLC (CIK 1904574) reported $122.4M across 3 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FND ($81.4M, 66.50%), COST ($40.5M, 33.07%), CDLX ($519,933, 0.42%), CDLX ($0, 0.00%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FNDFLOOR & DECOR HLDGS INC$81.4M66.50%1.4MAdded
2COSTCOSTCO WHSL CORP NEW$40.5M33.07%43,268Trimmed
3CDLXCARDLYTICS INC$519,9330.42%115,798New
4CDLXCARDLYTICS INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30