13F HOLDINGS REPORT
Old Well Partners, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002380
Total Value
$115.6M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 12,407 | $10.5M | 9.08% |
| 2 | BEIGENE LTD | BEIGF | 42,465 | $9.3M | 8.08% |
| 3 | KE HLDGS INC | BEKE | 660,890 | $9.2M | 7.98% |
| 4 | PINDUODUO INC | PDD | 113,100 | $9.2M | 7.98% |
| 5 | FRESHWORKS INC | FRSH | 520,900 | $7.7M | 6.63% |
| 6 | GENPACT LIMITED | G | 139,931 | $6.5M | 5.61% |
| 7 | BILIBILI INC | BLBLF | 261,177 | $6.2M | 5.35% |
| 8 | NU HLDGS LTD | NU | 1,468,300 | $6.0M | 5.17% |
| 9 | SEA LTD | SE | 108,845 | $5.7M | 4.90% |
| 10 | 360 DIGITECH INC | QFNHF | 267,500 | $5.4M | 4.71% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 71,800 | $5.3M | 4.63% |
| 12 | WNS HLDGS LTD | 92932M101 | 64,273 | $5.1M | 4.45% |
| 13 | JD.COM INC | JDCMF | 83,617 | $4.7M | 4.06% |
| 14 | KKR & CO INC | KKRT | 86,923 | $4.0M | 3.49% |
| 15 | AMAZON COM INC | AMZN | 42,101 | $3.5M | 3.06% |
| 16 | BLOCK INC | BSQKZ | 46,050 | $2.9M | 2.50% |
| 17 | P10 INC | 69376K106 | 254,840 | $2.7M | 2.35% |
| 18 | SIMILARWEB LTD | SMWB | 296,304 | $1.9M | 1.65% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $1.6M | 1.36% |
| 20 | ALPHABET INC | GOOG | 15,000 | $1.3M | 1.15% |
| 21 | CLOUDFLARE INC | NET | 24,700 | $1.1M | 0.97% |
| 22 | BILL COM HLDGS INC | BILL | 8,900 | $969,744 | 0.84% |
| 23 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $880,302 | 0.76% |
| 24 | OCCIDENTAL PETE CORP | 674599105 | 13,700 | $862,963 | 0.75% |
| 25 | BLUELINX HLDGS INC | BXC | 10,056 | $715,082 | 0.62% |
| 26 | GITLAB INC | GTLB | 14,050 | $638,432 | 0.55% |
| 27 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $575,520 | 0.50% |
| 28 | COINBASE GLOBAL INC | COIN | 10,982 | $388,653 | 0.34% |
| 29 | AEROVATE THERAPEUTICS INC | 008064107 | 8,092 | $237,096 | 0.21% |
| 30 | FULCRUM THERAPEUTICS INC | FULC | 17,300 | $125,944 | 0.11% |
| 31 | FORTE BIOSCIENCES INC | FBRX | 68,600 | $68,600 | 0.06% |
| 32 | SOLID BIOSCIENCES INC | SLDB | 10,800 | $58,104 | 0.05% |
| 33 | LIANBIO | LIANY | 32,200 | $52,808 | 0.05% |