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Livermore
Livermore
ZHEN

Old Well Partners, LLC

SEC CIK
0001802131
Latest filing
Nov 13, 2025

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
31
−2 vs. Q1 2024
Portfolio value
$84.8M
−$27.5M (−24.4%) vs. Q1 2024
Filed
Aug 14, 2024
SEC
Holdings of Old Well Partners, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MELIMercadolibre IncCOM6,142$10.1M11.9%−1,440−19.0%ReducedHistory
KKRKKR & Co. Inc.COM59,623$6.27M7.4%−7,000−10.5%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A482,600$6.22M7.3%−260,000−35.0%ReducedHistory
AMZNAmazon Com IncStock31,701$6.13M7.2%−1,500−4.5%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS31,739$4.22M5.0%−25,900−44.9%ReducedHistory
GOOGAlphabet Inc.Stock19,350$3.55M4.2%00.0%UnchangedHistory
SESea LtdSPONSORD ADS49,600$3.54M4.2%−56,300−53.2%ReducedHistory
XYZBlock, Inc.CL A49,200$3.17M3.7%+6,800+16.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR17,900$3.11M3.7%−2,100−10.5%ReducedHistory
CPNGCoupang, Inc.CL A146,000$3.06M3.6%−123,700−45.9%ReducedHistory
RPCRidgepost Capital, Inc.CL A COM325,315$2.76M3.3%+40,000+14.0%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS21,225$2.74M3.2%+21,225NewHistory
BURBurford Capital LtdORD SHS187,558$2.45M2.9%+187,558NewHistory
TCOMTrip.com Group LtdADS51,600$2.43M2.9%−35,000−40.4%ReducedHistory
JDJD.com, Inc.SPON ADS CL A88,717$2.29M2.7%−34,800−28.2%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP113,500$2.24M2.6%−135,700−54.5%ReducedHistory
BRK.BBerkshire Hathaway IncStock5,100$2.07M2.4%00.0%UnchangedHistory
GGenpact LTDSHS58,331$1.88M2.2%−39,500−40.4%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS120,701$1.71M2.0%−181,800−60.1%ReducedHistory
FRSHFreshworks Inc.Stock129,470$1.64M1.9%−51,200−28.3%ReducedHistory
APOApollo Global Management, Inc.COM13,800$1.63M1.9%00.0%UnchangedHistory
ONCBeOne Medicines Ltd.ADR10,438$1.49M1.8%−7,600−42.1%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z96,190$1.49M1.8%−102,500−51.6%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS29,301$1.30M1.5%−12,700−30.2%ReducedHistory
XPXP Inc.CL A70,700$1.24M1.5%−39,200−35.7%ReducedHistory
WNSWNS (Holdings) LtdCOM SHS23,573$1.24M1.5%−14,700−38.4%ReducedHistory
SMWBSimilarweb Ltd.SHS156,419$1.22M1.4%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM14,400$1.19M1.4%00.0%UnchangedHistory
BILLBILL Holdings, Inc.Stock20,600$1.08M1.3%00.0%UnchangedHistory
UIUbiquiti Inc.COM5,929$863.6K1.0%00.0%UnchangedHistory
CARTMaplebear Inc.COM16,472$529.4K0.6%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Old Well Partners, LLC in Q2 2024
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$6.69M–

Sold out since Q1 2024 (4)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Old Well Partners, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
EDUNew Oriental Education & Technology Group Inc.SPON ADR39,600$3.44M3.1%History
OXYOccidental Petroleum CorpStock20,500$1.33M1.2%History
CRMSalesforce, Inc.Stock3,600$1.08M1.0%History
AMKRAmkor Technology, Inc.COM24,000$773.8K0.7%History