13F HOLDINGS REPORT
Old Well Partners, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007163
Total Value
$126.4M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 11,257 | $14.8M | 11.73% |
| 2 | KE HLDGS INC | BEKE | 583,390 | $11.0M | 8.69% |
| 3 | BEIGENE LTD | BEIGF | 39,765 | $8.6M | 6.78% |
| 4 | PDD HOLDINGS INC | PDD | 105,900 | $8.0M | 6.36% |
| 5 | SEA LTD | SE | 88,345 | $7.6M | 6.05% |
| 6 | FRESHWORKS INC | FRSH | 470,900 | $7.2M | 5.72% |
| 7 | NU HLDGS LTD | NU | 1,468,300 | $7.0M | 5.53% |
| 8 | 360 DIGITECH INC | QFNHF | 324,900 | $6.3M | 4.98% |
| 9 | BILIBILI INC | BLBLF | 244,377 | $5.7M | 4.54% |
| 10 | GENPACT LIMITED | G | 122,531 | $5.7M | 4.48% |
| 11 | WNS HLDGS LTD | 92932M101 | 56,073 | $5.2M | 4.13% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 46,200 | $4.7M | 3.73% |
| 13 | JD.COM INC | JDCMF | 102,617 | $4.5M | 3.56% |
| 14 | KKR & CO INC | KKRT | 84,923 | $4.5M | 3.53% |
| 15 | AMAZON COM INC | AMZN | 40,851 | $4.2M | 3.34% |
| 16 | KANZHUN LIMITED | BZ | 206,700 | $3.9M | 3.11% |
| 17 | BLOCK INC | BSQKZ | 44,550 | $3.1M | 2.42% |
| 18 | P10 INC | 69376K106 | 264,840 | $2.7M | 2.12% |
| 19 | SIMILARWEB LTD | SMWB | 266,357 | $1.8M | 1.42% |
| 20 | CLOUDFLARE INC | NET | 25,700 | $1.6M | 1.25% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $1.6M | 1.25% |
| 22 | ALPHABET INC | GOOG | 15,000 | $1.6M | 1.23% |
| 23 | OCCIDENTAL PETE CORP | 674599105 | 15,700 | $980,151 | 0.78% |
| 24 | SALESFORCE INC | CRM | 4,700 | $938,966 | 0.74% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $871,608 | 0.69% |
| 26 | BILL HOLDINGS INC | BILL | 9,900 | $803,286 | 0.64% |
| 27 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $624,480 | 0.49% |
| 28 | COINBASE GLOBAL INC | COIN | 8,732 | $590,021 | 0.47% |
| 29 | ZYMEWORKS INC | ZYME | 13,400 | $121,136 | 0.10% |
| 30 | FORTE BIOSCIENCES INC | FBRX | 68,600 | $69,286 | 0.05% |
| 31 | LIANBIO | LIANY | 32,200 | $63,112 | 0.05% |
| 32 | FULCRUM THERAPEUTICS INC | FULC | 17,300 | $49,305 | 0.04% |