13F HOLDINGS REPORT
Old Well Partners, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-015130
Total Value
$115.4M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 8,882 | $11.3M | 9.76% |
| 2 | PDD HOLDINGS INC | PDD | 96,000 | $9.4M | 8.16% |
| 3 | NU HLDGS LTD | NU | 1,065,900 | $7.7M | 6.70% |
| 4 | KE HLDGS INC | BEKE | 491,490 | $7.6M | 6.61% |
| 5 | WNS HLDGS LTD | 92932M101 | 78,273 | $5.4M | 4.65% |
| 6 | FRESHWORKS INC | FRSH | 263,170 | $5.2M | 4.54% |
| 7 | KKR & CO INC | KKRT | 84,173 | $5.2M | 4.49% |
| 8 | JD.COM INC | JDCMF | 173,617 | $5.1M | 4.38% |
| 9 | GENPACT LIMITED | G | 135,731 | $4.9M | 4.26% |
| 10 | AMAZON COM INC | AMZN | 36,951 | $4.7M | 4.07% |
| 11 | QIFU TECHNOLOGY INC | QFNHF | 286,300 | $4.4M | 3.81% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,000 | $3.8M | 3.31% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 40,700 | $3.5M | 3.06% |
| 14 | BEIGENE LTD | BEIGF | 19,165 | $3.4M | 2.99% |
| 15 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 58,000 | $3.4M | 2.94% |
| 16 | COUPANG INC | CPNG | 199,100 | $3.4M | 2.93% |
| 17 | LEGEND BIOTECH CORP | LEGN | 45,200 | $3.0M | 2.63% |
| 18 | BILIBILI INC | BLBLF | 215,077 | $3.0M | 2.57% |
| 19 | P10 INC | 69376K106 | 248,982 | $2.9M | 2.51% |
| 20 | XP INC | XP | 121,800 | $2.8M | 2.43% |
| 21 | BLOCK INC | BSQKZ | 43,400 | $1.9M | 1.67% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $1.8M | 1.55% |
| 23 | ALPHABET INC | GOOG | 13,500 | $1.8M | 1.54% |
| 24 | SIMILARWEB LTD | SMWB | 253,357 | $1.6M | 1.42% |
| 25 | CLOUDFLARE INC | NET | 24,200 | $1.5M | 1.32% |
| 26 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $1.2M | 1.07% |
| 27 | OCCIDENTAL PETE CORP | 674599105 | 18,700 | $1.2M | 1.05% |
| 28 | NCINO INC | NCNO | 32,300 | $1.0M | 0.89% |
| 29 | BILL HOLDINGS INC | BILL | 9,400 | $1.0M | 0.88% |
| 30 | SALESFORCE INC | CRM | 4,700 | $953,066 | 0.83% |
| 31 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $542,400 | 0.47% |
| 32 | NUVALENT INC | NUVL | 5,800 | $266,626 | 0.23% |
| 33 | ZYMEWORKS INC | ZYME | 19,200 | $121,728 | 0.11% |
| 34 | JANUX THERAPEUTICS INC | JANX | 10,300 | $103,824 | 0.09% |
| 35 | LIANBIO | LIANY | 32,200 | $47,978 | 0.04% |