Old Well Partners, LLC
- SEC CIK
- 0001802131
- Latest filing
- Nov 13, 2025
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Aug 19, 2024. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 32
- −1 vs. Q4 2022
- Portfolio value
- $126.4M
- +$10.9M (+9.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 11,257 | $14.8M | 11.7% | −1,150−9.3% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 583,390 | $11.0M | 8.7% | −77,500−11.7% | Reduced | History |
| ONCBeOne Medicines Ltd. | ADR | 39,765 | $8.57M | 6.8% | −2,700−6.4% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 105,900 | $8.04M | 6.4% | −7,200−6.4% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 88,345 | $7.65M | 6.0% | −20,500−18.8% | Reduced | History |
| FRSHFreshworks Inc. | Stock | 470,900 | $7.23M | 5.7% | −50,000−9.6% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,468,300 | $6.99M | 5.5% | 00.0% | Unchanged | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 324,900 | $6.30M | 5.0% | +57,400+21.5% | Added | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 244,377 | $5.74M | 4.5% | −16,800−6.4% | Reduced | History |
| GGenpact LTD | SHS | 122,531 | $5.66M | 4.5% | −17,400−12.4% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 56,073 | $5.22M | 4.1% | −8,200−12.8% | Reduced | – |
| BABAAlibaba Group Holding Ltd | ADR | 46,200 | $4.72M | 3.7% | +46,200 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 102,617 | $4.50M | 3.6% | +19,000+22.7% | Added | History |
| KKRKKR & Co. Inc. | COM | 84,923 | $4.46M | 3.5% | −2,000−2.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 40,851 | $4.22M | 3.3% | −1,250−3.0% | Reduced | History |
| BZKanzhun Ltd | SPONSORED ADS | 206,700 | $3.93M | 3.1% | +206,700 | New | History |
| XYZBlock, Inc. | CL A | 44,550 | $3.06M | 2.4% | −1,500−3.3% | Reduced | History |
| RPCRidgepost Capital, Inc. | CL A COM | 264,840 | $2.68M | 2.1% | +10,000+3.9% | Added | History |
| SMWBSimilarweb Ltd. | SHS | 266,357 | $1.80M | 1.4% | −29,947−10.1% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 25,700 | $1.58M | 1.3% | +1,000+4.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,100 | $1.57M | 1.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 15,000 | $1.56M | 1.2% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 15,700 | $980.2K | 0.8% | +2,000+14.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 4,700 | $939.0K | 0.7% | +4,700 | New | History |
| APOApollo Global Management, Inc. | COM | 13,800 | $871.6K | 0.7% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 9,900 | $803.3K | 0.6% | +1,000+11.2% | Added | History |
| AMKRAmkor Technology, Inc. | COM | 24,000 | $624.5K | 0.5% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 8,732 | $590.0K | 0.5% | −2,250−20.5% | Reduced | History |
| ZYMEZymeworks Inc. | COM | 13,400 | $121.1K | 0.1% | +13,400 | New | History |
| FBRXForte Biosciences, Inc. | COM | 68,600 | $69.3K | 0.1% | 00.0% | Unchanged | History |
| LIANYLianBio | SPONSORED ADS | 32,200 | $63.1K | <0.1% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 17,300 | $49.3K | <0.1% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | $7.71M | – |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 71,800 | $5.35M | 4.6% | History |
| BXCBlueLinx Holdings Inc. | COM NEW | 10,056 | $715.1K | 0.6% | History |
| GTLBGitlab Inc. | CLASS A COM | 14,050 | $638.4K | 0.6% | History |
| JBIOJade Biosciences, Inc. | COM | 8,092 | $237.1K | 0.2% | History |
| SLDBSolid Biosciences Inc. | COM | 10,800 | $58.1K | 0.1% | History |