本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
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.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30