13F HOLDINGS REPORT
Old Well Partners, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009310
Total Value
$112.3M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 7,582 | $11.5M | 10.21% |
| 2 | NU HLDGS LTD | NU | 742,600 | $8.9M | 7.89% |
| 3 | KKR & CO INC | KKRT | 66,623 | $6.7M | 5.97% |
| 4 | PDD HOLDINGS INC | PDD | 57,639 | $6.7M | 5.97% |
| 5 | AMAZON COM INC | AMZN | 33,201 | $6.0M | 5.33% |
| 6 | SEA LTD | SE | 105,900 | $5.7M | 5.06% |
| 7 | COUPANG INC | CPNG | 269,700 | $4.8M | 4.27% |
| 8 | QIFU TECHNOLOGY INC | QFNHF | 249,200 | $4.6M | 4.09% |
| 9 | KE HLDGS INC | BEKE | 302,501 | $4.2M | 3.70% |
| 10 | TRIP COM GROUP LTD | TRPCF | 86,600 | $3.8M | 3.38% |
| 11 | BLOCK INC | BSQKZ | 42,400 | $3.6M | 3.19% |
| 12 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 39,600 | $3.4M | 3.06% |
| 13 | JD.COM INC | JDCMF | 123,517 | $3.4M | 3.01% |
| 14 | FRESHWORKS INC | FRSH | 180,670 | $3.3M | 2.93% |
| 15 | GENPACT LIMITED | G | 97,831 | $3.2M | 2.87% |
| 16 | ALPHABET INC | GOOG | 19,350 | $2.9M | 2.62% |
| 17 | BEIGENE LTD | BEIGF | 18,038 | $2.8M | 2.51% |
| 18 | XP INC | XP | 109,900 | $2.8M | 2.51% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 20,000 | $2.7M | 2.42% |
| 20 | P10 INC | 69376K106 | 285,315 | $2.4M | 2.14% |
| 21 | LEGEND BIOTECH CORP | LEGN | 42,001 | $2.4M | 2.10% |
| 22 | BILIBILI INC | BLBLF | 198,690 | $2.2M | 1.98% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $2.1M | 1.91% |
| 24 | WNS HLDGS LTD | G98196101 | 38,273 | $1.9M | 1.72% |
| 25 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $1.6M | 1.38% |
| 26 | BILL HOLDINGS INC | BILL | 20,600 | $1.4M | 1.26% |
| 27 | SIMILARWEB LTD | SMWB | 156,419 | $1.4M | 1.25% |
| 28 | CLOUDFLARE INC | NET | 14,400 | $1.4M | 1.24% |
| 29 | OCCIDENTAL PETE CORP | 674599105 | 20,500 | $1.3M | 1.19% |
| 30 | SALESFORCE INC | CRM | 3,600 | $1.1M | 0.97% |
| 31 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $773,760 | 0.69% |
| 32 | UBIQUITI INC | UI | 5,929 | $686,875 | 0.61% |
| 33 | MAPLEBEAR INC | CART | 16,472 | $614,241 | 0.55% |