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CIK: 0001802131
Total reported value
—
$118.7M
34 檔
33.8%
At the close of Q1 2024, Old Well Partners, LLC disclosed equity holdings valued at approximately $118.7M, spread across 34 reported holdings.
During Q1 2024, Old Well Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MELI, NU, KKR) accounted for 33.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 9.66% | -31.11% | EXIT | |
| 2 | NU | Nu Holdings Ltd. | Stock-Financials | 7.46% | — | -23.91% | |
| 3 | KKR | Kkr & Co Inc | Stock-Financials | 5.64% | -17.12% | EXIT | |
| 4 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 5.64% | — | -0.52% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.42% | — | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.04% | -24.73% | EXIT | |
| 7 | SE | Sea Ltd-adr | Stock-Comm Services | 4.79% | — | +25.03% | |
| 8 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.04% | — | +73.55% | |
| 9 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 3.87% | — | -5.68% | |
| 10 | BEKE | Ke Holdings Inc-adr | Stock-Other | 3.50% | — | +6.33% | |
| 11 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 3.20% | — | -4.73% | |
| 12 | XYZ | Block Inc | Stock-Financials | 3.02% | — | — | |
| 13 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 2.90% | — | -26.39% | |
| 14 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 2.85% | — | +8.81% | |
| 15 | FRSH | Freshworks Inc-cl A | Stock-Other | 2.77% | — | +12.45% | |
| 16 | G | Genpact Limited | Stock-Tech | 2.71% | — | — | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | -18.44% | EXIT | |
| 18 | ONC | Beone Medicines Ltd-adr | Stock-Other | 2.38% | — | +87.16% | |
| 19 | XPEV | XPeng Inc. | Stock-Other | 2.38% | — | +38.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.29% | — | — | |
| 21 | RPC | Ridgepost Capital Inc-a | Stock-Other | 2.02% | — | — | |
| 22 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.98% | — | — | |
| 23 | BILI | Bilibili Inc-sponsored Adr | Stock-Other | 1.87% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -8.60% | EXIT | |
| 25 | ✓ | Wns Holdings LTD | Stock-Other | 1.63% | — | — | |
| 26 | APO | Apollo Global Management Inc | Stock-Financials | 1.31% | — | — | |
| 27 | BILL | Bill Holdings Inc | Stock-Tech | 1.19% | — | +66.13% | |
| 28 | SMWB | Similarweb Ltd. | Stock-Other | 1.19% | — | -36.78% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.17% | — | -7.69% | |
| 30 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.12% | — | — | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.91% | — | -30.77% | |
| 32 | AMKR | Amkor Technology Inc | Stock-Tech | 0.65% | — | — | |
| 33 | UI | Ubiquiti Inc | Stock-Tech | 0.58% | — | — | |
| 34 | CART | Maplebear Inc | Stock-Consumer Disc | 0.52% | — | — |
According to official SEC Form 13F filings, Old Well Partners, LLC reported a total U.S. public equity portfolio value of $118.7M across 34 disclosed positions in Q1 2024.
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During Q1 2024, Old Well Partners, LLC's top holdings by market value included MELI (9.7%)、NU (7.5%)、KKR (5.6%). The largest single position, MELI, represented 9.7% of total portfolio value.
In Q1 2024, Old Well Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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