— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

WORLDLY PARTNERS MANAGEMENT, LLC

Q1 2026 · Filed 2026-05-12
Market Value
$117M
-11.7%
Holdings
2
New Purchases
0
Added To
1
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FND 57.60% 54.28% +3.33% $68M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
COST 42.40% 45.72% -3.33% $50M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $50M 42.4%
Mid Cap 1 $68M 57.6%

Portfolio Analytics

Avg Market Cap
$206.6B
Median Market Cap
$206.6B
Avg P/E
27.2
Median P/E
27.2
Avg Dividend Yield
0.00%
Avg Beta
1.20
# Stocks
2
# ETFs / Funds
0

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FND 57.60% 1,329,180 $68M $50.80 -$5M +145,600 +12.3%
2 COST 42.40% 49,874 $50M $996.43 -$11M -20,527 -29.2%
View SEC EDGAR Filings for WORLDLY PARTNERS MANAGEMENT, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms