Worldly Partners Management, LLC Portfolio Holdings

Worldly Partners Management, LLC

  • $177 Billion
  • Q1 2025

Worldly Partners Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 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 $88.1B, Costco Wholesale Corp with a value of $86.4B, and Cardlytics, Inc. with a value of $2.11B.

Examining the 13F form we can see an decrease of $14.5B in the current position value, from $191B to 177B.

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 $177 Billion
Consumer Cyclical: $88.1 Billion
Consumer Defensive: $86.4 Billion
Communication Services: $2.11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.55B
$88.1 Billion 49.87% of portfolio
1,094,880
Q1 2025 Added 5.54%
$439B
$86.4 Billion 48.93% of portfolio
91,403
Q1 2025 Added 0.41%
$59.5M
$2.11 Billion 1.19% of portfolio
1,157,989
Q4 2023 Added 16.16%

Summary

  • Portfolio
  • No. of Stocks 3
  • Current Value $177 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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