Old Well Partners, LLC
- SEC CIK
- 0001802131
- Latest filing
- Nov 13, 2025
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Aug 19, 2024. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 35
- +3 vs. Q2 2023
- Portfolio value
- $115.4M
- +$4.51M (+4.1%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 8,882 | $11.3M | 9.8% | +125+1.4% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 96,000 | $9.41M | 8.2% | −37,000−27.8% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,065,900 | $7.73M | 6.7% | −214,500−16.8% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 491,490 | $7.63M | 6.6% | −121,700−19.8% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 78,273 | $5.36M | 4.6% | +12,900+19.7% | Added | – |
| FRSHFreshworks Inc. | Stock | 263,170 | $5.24M | 4.5% | −60,700−18.7% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 84,173 | $5.19M | 4.5% | −750−0.9% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 173,617 | $5.06M | 4.4% | +76,200+78.2% | Added | History |
| GGenpact LTD | SHS | 135,731 | $4.91M | 4.3% | +13,200+10.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 36,951 | $4.70M | 4.1% | −3,000−7.5% | Reduced | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 286,300 | $4.40M | 3.8% | −21,700−7.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,000 | $3.82M | 3.3% | +44,000 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 40,700 | $3.53M | 3.1% | −3,100−7.1% | Reduced | History |
| ONCBeOne Medicines Ltd. | ADR | 19,165 | $3.45M | 3.0% | −1,500−7.3% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 58,000 | $3.40M | 2.9% | +58,000 | New | History |
| CPNGCoupang, Inc. | CL A | 199,100 | $3.38M | 2.9% | −41,700−17.3% | Reduced | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 45,200 | $3.04M | 2.6% | +45,200 | New | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 215,077 | $2.96M | 2.6% | −16,500−7.1% | Reduced | History |
| RPCRidgepost Capital, Inc. | CL A COM | 248,982 | $2.90M | 2.5% | −5,000−2.0% | Reduced | History |
| XPXP Inc. | CL A | 121,800 | $2.81M | 2.4% | +121,800 | New | History |
| XYZBlock, Inc. | CL A | 43,400 | $1.92M | 1.7% | −1,150−2.6% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,100 | $1.79M | 1.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 13,500 | $1.78M | 1.5% | −1,500−10.0% | Reduced | History |
| SMWBSimilarweb Ltd. | SHS | 253,357 | $1.64M | 1.4% | −10,300−3.9% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 24,200 | $1.53M | 1.3% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 13,800 | $1.24M | 1.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 18,700 | $1.21M | 1.1% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 32,300 | $1.03M | 0.9% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 9,400 | $1.02M | 0.9% | −500−5.1% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 4,700 | $953.1K | 0.8% | 00.0% | Unchanged | History |
| AMKRAmkor Technology, Inc. | COM | 24,000 | $542.4K | 0.5% | 00.0% | Unchanged | History |
| NUVLNuvalent, Inc. | COM | 5,800 | $266.6K | 0.2% | 00.0% | Unchanged | History |
| ZYMEZymeworks Inc. | COM | 19,200 | $121.7K | 0.1% | 00.0% | Unchanged | History |
| JANXJanux Therapeutics, Inc. | COM | 10,300 | $103.8K | 0.1% | +10,300 | New | History |
| LIANYLianBio | SPONSORED ADS | 32,200 | $48.0K | <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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $5.26M | – |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.