Fund Holdings — WORLDLY PARTNERS MANAGEMENT, LLC

Total Portfolio Value:
$186.34M
Total Bought:
$39.87M
Total Sold:
$0
Net Transaction:
+$39.87M
Notable People:
Arvind Navaratnam
Securities
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SharesValue
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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Floor & Decor Holdings, Inc.CL A(FND)1,000,9831,011,083+10,100$129.75M$100.51M53.94%-$29.24M
Costco Wholesale Corporation(COST)89,66389,794+131$65.69M$76.32M40.96%+$10.63M
Cardlytics, Inc.(CDLX)1,157,9891,157,9890$16.78M$9.51M5.10%-$7.27M
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WORLDLY PARTNERS MANAGEMENT, LLC — 13F Holdings — Q2 2024 | TickerTrail