13F HOLDINGS REPORT (Amended)
Old Well Partners, LLC
Quarter ended Q2 2024 · Filed August 19, 2024 · Accession 0001802131-24-000003
Total Value
$120.6M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 8,882 | $11.3M | 9.34% |
| 2 | PDD HOLDINGS INC | PDD | 96,000 | $9.4M | 7.81% |
| 3 | NU HLDGS LTD | NU | 1,065,900 | $7.7M | 6.41% |
| 4 | KE HLDGS INC | BEKE | 491,490 | $7.6M | 6.32% |
| 5 | WNS HLDGS LTD | 92932M101 | 78,273 | $5.4M | 4.44% |
| 6 | SPDR S&P 500 ETF TR | SPY | 12,300 | $5.3M | 4.36% |
| 7 | FRESHWORKS INC | FRSH | 263,170 | $5.2M | 4.35% |
| 8 | KKR & CO INC | KKRT | 84,173 | $5.2M | 4.30% |
| 9 | JD.COM INC | JDCMF | 173,617 | $5.1M | 4.19% |
| 10 | GENPACT LIMITED | G | 135,731 | $4.9M | 4.07% |
| 11 | AMAZON COM INC | AMZN | 36,951 | $4.7M | 3.89% |
| 12 | QIFU TECHNOLOGY INC | QFNHF | 286,300 | $4.4M | 3.65% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,000 | $3.8M | 3.17% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 40,700 | $3.5M | 2.93% |
| 15 | BEIGENE LTD | BEIGF | 19,165 | $3.4M | 2.86% |
| 16 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 58,000 | $3.4M | 2.82% |
| 17 | COUPANG INC | CPNG | 199,100 | $3.4M | 2.81% |
| 18 | LEGEND BIOTECH CORP | LEGN | 45,200 | $3.0M | 2.52% |
| 19 | BILIBILI INC | BLBLF | 215,077 | $3.0M | 2.46% |
| 20 | P10 INC | 69376K106 | 248,982 | $2.9M | 2.40% |
| 21 | XP INC | XP | 121,800 | $2.8M | 2.33% |
| 22 | BLOCK INC | BSQKZ | 43,400 | $1.9M | 1.59% |
| 23 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $1.8M | 1.48% |
| 24 | ALPHABET INC | GOOG | 13,500 | $1.8M | 1.48% |
| 25 | SIMILARWEB LTD | SMWB | 253,357 | $1.6M | 1.36% |
| 26 | CLOUDFLARE INC | NET | 24,200 | $1.5M | 1.26% |
| 27 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $1.2M | 1.03% |
| 28 | OCCIDENTAL PETE CORP | 674599105 | 18,700 | $1.2M | 1.01% |
| 29 | NCINO INC | NCNO | 32,300 | $1.0M | 0.85% |
| 30 | BILL HOLDINGS INC | BILL | 9,400 | $1.0M | 0.85% |
| 31 | SALESFORCE INC | CRM | 4,700 | $953,066 | 0.79% |
| 32 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $542,400 | 0.45% |
| 33 | NUVALENT INC | NUVL | 5,800 | $266,626 | 0.22% |
| 34 | ZYMEWORKS INC | ZYME | 19,200 | $121,728 | 0.10% |
| 35 | JANUX THERAPEUTICS INC | JANX | 10,300 | $103,824 | 0.09% |
| 36 | LIANBIO | LIANY | 32,200 | $47,978 | 0.04% |