WORLDLY PARTNERS MANAGEMENT, LLC
CIK
1904574
Location
NEEDHAM, MA
Portfolio Value
Micro
$49,695,949
Diversification
Highly concentrated
Filing Date
Global Rank
#5,331
/ 8,586
▼ 83
Top Industry
Home Improvement Retail
57.0%
3Y Alpha vs SPY
-21.5%
Period ended 3 months ago
Filed May 12, 2026 · 35d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.1%
SPY
+78.1%
Annualised alpha
-21.6%
Max drawdown
−43.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.0%
+3.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,012
Highly concentrated+74
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 57.0% | $67,522,344 |
| Consumer Defensive | 42.0% | $49,695,949 |
| Communication Services | 1.0% | $1,215,888 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FND | Floor & Decor Holdings, Inc. | +145,600 | 1,329,180 | $67,522,344 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| COST | Costco Wholesale Corp /New | −20,527 | 49,874 | $49,695,949 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$49,695,949 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 49,874 | $49,695,949 | 100.00% |