Worldly Partners Management, LLC Portfolio Holdings

Worldly Partners Management, LLC

  • $210 Billion
  • Q3 2024

Worldly Partners Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 3 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Floor & Decor Holdings, Inc. with a value of $127B, Costco Wholesale Corp with a value of $80.2B, and Cardlytics, Inc. with a value of $3.71B.

Examining the 13F form we can see an increase of $24.1B in the current position value, from $186B to 210B.

Worldly Partners Management, LLC is based out at Boston, MA

Below you can find more details about Worldly Partners Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
Consumer Cyclical: $127 Billion
Consumer Defensive: $80.2 Billion
Communication Services: $3.71 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.8B
$127 Billion 60.15% of portfolio
1,019,600
Q3 2024 Added 0.84%
$409B
$80.2 Billion 38.09% of portfolio
90,416
Q3 2024 Added 0.69%
$118M
$3.71 Billion 1.76% of portfolio
1,157,989
Q4 2023 Added 16.16%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $210 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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