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Worldly Partners Management, LLC
Worldly Partners Management, LLC is an independent investment adviser based in Needham, Massachusetts, United States. It primarily serves pooled investment vehicles and manages a concentrated portfolio of public equities. Founded around 2020, the firm is led by Arvind Navaratnam and operates with a team of approximately 10 employees, most of whom are investment professionals, and manages assets for institutional and accredited investors.
Investment Strategy
Worldly Partners Management, LLC employs a fundamental, value-oriented investment approach focused on a concentrated portfolio of high-conviction public equities. The firm typically allocates the bulk of its assets to large positions in select companies, using deep research to identify underappreciated long-term opportunities. Its portfolio often consists of a small number of holdings and is designed for clients seeking to invest in pooled vehicles with significant active manager discretion.
Latest 13F Filing Activity
Worldly Partners Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $182M. The fund increased holdings in Costco WHSL Corp. New, Floor & Decor HLDGS Inc., Cardlytics Inc.. Worldly Partners Management, LLC reduced exposure to Cardlytics Inc., Floor & Decor HLDGS Inc., Costco WHSL Corp. New.
Top Holdings
Equity Positions (3)
Industry Allocation
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