13F HOLDINGS REPORT
Old Well Partners, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001214659-23-011269
Total Value
$110.9M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 8,757 | $10.4M | 9.36% |
| 2 | NU HLDGS LTD | NU | 1,280,400 | $10.1M | 9.11% |
| 3 | PDD HOLDINGS INC | PDD | 133,000 | $9.2M | 8.30% |
| 4 | KE HLDGS INC | BEKE | 613,190 | $9.1M | 8.21% |
| 5 | FRESHWORKS INC | FRSH | 323,870 | $5.7M | 5.14% |
| 6 | QIFU TECHNOLOGY INC | QFNHF | 308,000 | $5.3M | 4.80% |
| 7 | AMAZON COM INC | AMZN | 39,951 | $5.2M | 4.70% |
| 8 | WNS HLDGS LTD | 92932M101 | 65,373 | $4.8M | 4.35% |
| 9 | KKR & CO INC | KKRT | 84,923 | $4.8M | 4.29% |
| 10 | GENPACT LIMITED | G | 122,531 | $4.6M | 4.15% |
| 11 | COUPANG INC | CPNG | 240,800 | $4.2M | 3.78% |
| 12 | SEA LTD | SE | 70,245 | $4.1M | 3.68% |
| 13 | BEIGENE LTD | BEIGF | 20,665 | $3.7M | 3.32% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 43,800 | $3.7M | 3.29% |
| 15 | BILIBILI INC | BLBLF | 231,577 | $3.5M | 3.15% |
| 16 | JD.COM INC | JDCMF | 97,417 | $3.3M | 3.00% |
| 17 | BLOCK INC | BSQKZ | 44,550 | $3.0M | 2.68% |
| 18 | P10 INC | 69376K106 | 253,982 | $2.9M | 2.59% |
| 19 | ALPHABET INC | GOOG | 15,000 | $1.8M | 1.64% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $1.7M | 1.57% |
| 21 | SIMILARWEB LTD | SMWB | 263,657 | $1.7M | 1.56% |
| 22 | CLOUDFLARE INC | NET | 24,200 | $1.6M | 1.43% |
| 23 | BILL HOLDINGS INC | BILL | 9,900 | $1.2M | 1.04% |
| 24 | OCCIDENTAL PETE CORP | 674599105 | 18,700 | $1.1M | 0.99% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $1.1M | 0.96% |
| 26 | SALESFORCE INC | CRM | 4,700 | $992,922 | 0.90% |
| 27 | NCINO INC | NCNO | 32,300 | $972,876 | 0.88% |
| 28 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $714,000 | 0.64% |
| 29 | NUVALENT INC | NUVL | 5,800 | $244,586 | 0.22% |
| 30 | ZYMEWORKS INC | ZYME | 19,200 | $165,888 | 0.15% |
| 31 | LIANBIO | LIANY | 32,200 | $73,416 | 0.07% |
| 32 | FORTE BIOSCIENCES INC | FBRX | 68,600 | $71,344 | 0.06% |