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Worldly Partners Management, LLC

SEC CIK
0001904574
Latest filing
Aug 7, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
3
−1 vs. Q3 2023
Portfolio value
$180.2M
+$23.5M (+15.0%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Worldly Partners Management, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FNDFloor & Decor Holdings, Inc.CL A1,000,983$111.7M62.0%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock87,617$57.8M32.1%+154+0.2%AddedHistory
CDLXCardlytics, Inc.COM1,157,989$10.7M5.9%+161,108+16.2%AddedHistory

Sold out since Q3 2023 (1)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Worldly Partners Management, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
BABAAlibaba Group Holding LtdADR2,665$231.2K0.1%History