13F HOLDINGS REPORT (Amended)
Old Well Partners, LLC
Quarter ended Q2 2024 · Filed August 19, 2024 · Accession 0001802131-24-000005
Total Value
$118.7M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | MELI | 7,582 | $11.5M | 9.66% |
| 2 | NU HLDGS LTD | NU | 742,600 | $8.9M | 7.46% |
| 3 | KKR & CO INC | KKRT | 66,623 | $6.7M | 5.64% |
| 4 | PDD HOLDINGS INC | PDD | 57,639 | $6.7M | 5.64% |
| 5 | SPDR S&P 500 ETF TR | SPY | 12,300 | $6.4M | 5.42% |
| 6 | AMAZON COM INC | AMZN | 33,201 | $6.0M | 5.04% |
| 7 | SEA LTD | SE | 105,900 | $5.7M | 4.79% |
| 8 | COUPANG INC | CPNG | 269,700 | $4.8M | 4.04% |
| 9 | QIFU TECHNOLOGY INC | QFNHF | 249,200 | $4.6M | 3.87% |
| 10 | KE HLDGS INC | BEKE | 302,501 | $4.2M | 3.50% |
| 11 | TRIP COM GROUP LTD | TRPCF | 86,600 | $3.8M | 3.20% |
| 12 | BLOCK INC | BSQKZ | 42,400 | $3.6M | 3.02% |
| 13 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 39,600 | $3.4M | 2.90% |
| 14 | JD.COM INC | JDCMF | 123,517 | $3.4M | 2.85% |
| 15 | FRESHWORKS INC | FRSH | 180,670 | $3.3M | 2.77% |
| 16 | GENPACT LIMITED | G | 97,831 | $3.2M | 2.71% |
| 17 | ALPHABET INC | GOOG | 19,350 | $2.9M | 2.48% |
| 18 | BEIGENE LTD | BEIGF | 18,038 | $2.8M | 2.38% |
| 19 | XP INC | XP | 109,900 | $2.8M | 2.38% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 20,000 | $2.7M | 2.29% |
| 21 | P10 INC | 69376K106 | 285,315 | $2.4M | 2.02% |
| 22 | LEGEND BIOTECH CORP | LEGN | 42,001 | $2.4M | 1.98% |
| 23 | BILIBILI INC | BLBLF | 198,690 | $2.2M | 1.87% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5,100 | $2.1M | 1.81% |
| 25 | WNS HLDGS LTD | G98196101 | 38,273 | $1.9M | 1.63% |
| 26 | APOLLO GLOBAL MGMT INC | 03769M106 | 13,800 | $1.6M | 1.31% |
| 27 | BILL HOLDINGS INC | BILL | 20,600 | $1.4M | 1.19% |
| 28 | SIMILARWEB LTD | SMWB | 156,419 | $1.4M | 1.19% |
| 29 | CLOUDFLARE INC | NET | 14,400 | $1.4M | 1.17% |
| 30 | OCCIDENTAL PETE CORP | 674599105 | 20,500 | $1.3M | 1.12% |
| 31 | SALESFORCE INC | CRM | 3,600 | $1.1M | 0.91% |
| 32 | AMKOR TECHNOLOGY INC | AMKR | 24,000 | $773,760 | 0.65% |
| 33 | UBIQUITI INC | UI | 5,929 | $686,875 | 0.58% |
| 34 | MAPLEBEAR INC | CART | 16,472 | $614,241 | 0.52% |