Worldly Partners Management
NEEDHAM, MAfiles as WORLDLY PARTNERS MANAGEMENT, LLC
$122m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 9.9% of the portfolio this quarter.
Value
$122m
Stocks
3
Top 10 share
100.0%
Turnover
9.9%
What changed this quarter
New
Bought for the first time this quarter.
- CardlyticsCDLX0.4% of the fund
Added
Bought more of a stock they already held.
- Floor & Decor HoldingsFND66.5% of the fund+3%
Cut
Sold some of their stake.
- Costco WholesaleCOST33.1% of the fund-13%
Sold out
Sold their entire stake.
- CardlyticsCDLX-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Floor & Decor HoldingsFND | 66.5% | $81m | 1,371,180 | +3% |
| Costco WholesaleCOST | 33.1% | $40m | 43,268 | -13% |
| CardlyticsCDLX | 0.4% | $519,933 | 115,798 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 32.9% since 30 June 2025.
Where the money is
Retail & consumer66.5%
Everyday goods33.1%
Technology0.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.