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CIK: 0001802131
Total reported value
—
$91.5M
32 檔
38.7%
The Q2 2024 SEC filing reveals that Old Well Partners, LLC held a total portfolio value of $91.5M, covering 32 public equity positions.
During Q2 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, SPY, KKR) accounted for 38.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 11.03% | -31.11% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.31% | — | — | |
| 3 | KKR | Kkr & Co Inc | Stock-Financials | 6.85% | -17.12% | EXIT | |
| 4 | NU | Nu Holdings Ltd. | Stock-Financials | 6.80% | — | -35.01% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.69% | -24.73% | EXIT | |
| 6 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 4.61% | — | -44.93% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | -18.44% | EXIT | |
| 8 | SE | Sea Ltd-adr | Stock-Comm Services | 3.87% | — | -53.16% | |
| 9 | XYZ | Block Inc | Stock-Financials | 3.47% | — | +16.04% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.40% | — | -10.50% | |
| 11 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.34% | — | -45.87% | |
| 12 | RPC | Ridgepost Capital Inc-a | Stock-Other | 3.01% | — | +14.02% | |
| 13 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 2.99% | — | — | |
| 14 | BUR | Burford Capital Limited | Stock-Other | 2.67% | — | — | |
| 15 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 2.65% | — | -40.42% | |
| 16 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 2.50% | — | -28.17% | |
| 17 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 2.45% | — | -54.45% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.27% | -8.60% | EXIT | |
| 19 | G | Genpact Limited | Stock-Tech | 2.05% | — | -40.38% | |
| 20 | BEKE | Ke Holdings Inc-adr | Stock-Other | 1.87% | — | -60.10% | |
| 21 | FRSH | Freshworks Inc-cl A | Stock-Other | 1.79% | — | -28.34% | |
| 22 | APO | Apollo Global Management Inc | Stock-Financials | 1.78% | — | — | |
| 23 | ONC | Beone Medicines Ltd-adr | Stock-Other | 1.63% | — | -42.13% | |
| 24 | BILI | Bilibili Inc-sponsored Adr | Stock-Other | 1.62% | — | -51.59% | |
| 25 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.42% | — | -30.24% | |
| 26 | XPEV | XPeng Inc. | Stock-Other | 1.36% | — | -35.67% | |
| 27 | ✓ | Wns Holdings LTD | Stock-Other | 1.35% | — | -38.41% | |
| 28 | SMWB | Similarweb Ltd. | Stock-Other | 1.33% | — | — | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.30% | — | — | |
| 30 | BILL | Bill Holdings Inc | Stock-Tech | 1.18% | — | — | |
| 31 | UI | Ubiquiti Inc | Stock-Tech | 0.94% | — | — | |
| 32 | CART | Maplebear Inc | Stock-Consumer Disc | 0.58% | — | — |
According to official SEC Form 13F filings, Old Well Partners, LLC reported a total U.S. public equity portfolio value of $91.5M across 32 disclosed positions in Q2 2024.
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During Q2 2024, Old Well Partners, LLC's top holdings by market value included MELI (11.0%)、SPY (7.3%)、KKR (6.8%). The largest single position, MELI, represented 11.0% of total portfolio value.
In Q2 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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