Vault-13

WORLDLY PARTNERS MANAGEMENT, LLC

NEEDHAM, MA · CIK 1904574 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2023 · limited liability company

As an employer

$122.4m reported value +3.3% vs Q1 2026
3positions
100.0%in top 10
1 new 1 added 1 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 FLOOR & DECOR HLDGS INC CL A FND FND 1,371,180 $81.4m66.50% 66.50% AddedShares held: Q3 2025 1.2m, Q4 2025 1.2m, Q1 2026 1.3m, Q2 2026 1.4m +42.0k +42,000 3.2%
2 COSTCO WHSL CORP NEW COM COST COST 43,268 $40.5m33.07% 33.07% ReducedShares held: Q3 2025 83.6k, Q4 2025 70.4k, Q1 2026 49.9k, Q2 2026 43.3k -6.6k -6,606 -13.2%
3 CARDLYTICS INC COM NEW CDLX CDLX 115,798 $519.9k0.42% 0.42% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 115.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CARDLYTICS INC 1,157,989 $1.2m1.2m shares