Old Well Partners, LLC
- SEC CIK
- 0001802131
- Latest filing
- Nov 13, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Aug 19, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 33
- −8 vs. Q4 2023
- Portfolio value
- $112.3M
- +$4.91M (+4.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MELIMercadolibre Inc | COM | 7,582 | $11.5M | 10.2% | −800−9.5% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 742,600 | $8.86M | 7.9% | −233,400−23.9% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 66,623 | $6.70M | 6.0% | −13,000−16.3% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 57,639 | $6.70M | 6.0% | −300−0.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 33,201 | $5.99M | 5.3% | −1,500−4.3% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 105,900 | $5.69M | 5.1% | +21,200+25.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 269,700 | $4.80M | 4.3% | +114,300+73.6% | Added | History |
| QFINQfin Holdings, Inc. | AMERICAN DEP | 249,200 | $4.59M | 4.1% | −15,000−5.7% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 302,501 | $4.15M | 3.7% | +18,000+6.3% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 86,600 | $3.80M | 3.4% | −4,300−4.7% | Reduced | History |
| XYZBlock, Inc. | CL A | 42,400 | $3.59M | 3.2% | 00.0% | Unchanged | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 39,600 | $3.44M | 3.1% | −14,200−26.4% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 123,517 | $3.38M | 3.0% | +10,000+8.8% | Added | History |
| FRSHFreshworks Inc. | Stock | 180,670 | $3.29M | 2.9% | +20,000+12.4% | Added | History |
| GGenpact LTD | SHS | 97,831 | $3.22M | 2.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 19,350 | $2.95M | 2.6% | +5,850+43.3% | Added | History |
| ONCBeOne Medicines Ltd. | ADR | 18,038 | $2.82M | 2.5% | +8,400+87.2% | Added | History |
| XPXP Inc. | CL A | 109,900 | $2.82M | 2.5% | +30,500+38.4% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 20,000 | $2.72M | 2.4% | +20,000 | New | History |
| RPCRidgepost Capital, Inc. | CL A COM | 285,315 | $2.40M | 2.1% | 00.0% | Unchanged | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 42,001 | $2.36M | 2.1% | 00.0% | Unchanged | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 198,690 | $2.23M | 2.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,100 | $2.14M | 1.9% | 00.0% | Unchanged | History |
| WNSWNS (Holdings) Ltd | COM SHS | 38,273 | $1.93M | 1.7% | +38,273 | New | History |
| APOApollo Global Management, Inc. | COM | 13,800 | $1.55M | 1.4% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 20,600 | $1.42M | 1.3% | +8,200+66.1% | Added | History |
| SMWBSimilarweb Ltd. | SHS | 156,419 | $1.41M | 1.3% | −90,998−36.8% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 14,400 | $1.39M | 1.2% | −1,200−7.7% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 20,500 | $1.33M | 1.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 3,600 | $1.08M | 1.0% | −1,600−30.8% | Reduced | History |
| AMKRAmkor Technology, Inc. | COM | 24,000 | $773.8K | 0.7% | 00.0% | Unchanged | History |
| UIUbiquiti Inc. | COM | 5,929 | $686.9K | 0.6% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 16,472 | $614.2K | 0.5% | +16,472 | New | 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 | $6.43M | – |
Sold out since Q4 2023 (11)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| WNS Hldgs Ltd92932M101 | SPON ADR | 56,073 | $3.54M | 3.3% | – |
| NUVLNuvalent, Inc. | COM | 4,100 | $301.7K | 0.3% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 8,208 | $257.0K | 0.2% | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 4,600 | $211.5K | 0.2% | History |
| AMAMAmbrx Biopharma, Inc. | COM | 14,400 | $205.1K | 0.2% | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 6,688 | $200.4K | 0.2% | History |
| ZYMEZymeworks Inc. | COM | 19,200 | $199.5K | 0.2% | History |
| TNGXTango Therapeutics, Inc. | COM | 18,400 | $182.2K | 0.2% | History |
| FOLDAmicus Therapeutics, Inc. | COM | 12,700 | $180.2K | 0.2% | History |
| LIANYLianBio | SPONSORED ADS | 32,200 | $143.9K | 0.1% | History |
| JANXJanux Therapeutics, Inc. | COM | 10,300 | $110.5K | 0.1% | History |