Old Well Partners as of Sept. 30, 2020
Portfolio Holdings for Old Well Partners
Old Well Partners holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 14.2 | $15M | 99k | 154.04 | |
| MercadoLibre (MELI) | 11.2 | $12M | 11k | 1082.44 | |
| Tal Education Group Sponsored Ads (TAL) | 10.7 | $12M | 151k | 76.04 | |
| GDS HLDGS Sponsored Ads (GDS) | 8.5 | $9.1M | 112k | 81.83 | |
| Pinduoduo Sponsored Ads (PDD) | 7.7 | $8.2M | 111k | 74.15 | |
| Bilibili Spons Ads Rep Z (BILI) | 7.2 | $7.7M | 185k | 41.60 | |
| Noah Hldgs Spon Ads Cl A (NOAH) | 5.5 | $5.8M | 224k | 26.07 | |
| Onesmart Intl Ed Group Sponsored Ads | 5.5 | $5.8M | 1.3M | 4.49 | |
| WNS HLDGS Spon Adr | 3.7 | $3.9M | 62k | 63.96 | |
| Genpact SHS (G) | 3.5 | $3.7M | 95k | 38.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $3.6M | 17k | 212.96 | |
| Square Cl A (SQ) | 2.6 | $2.8M | 17k | 162.53 | |
| Amazon (AMZN) | 2.4 | $2.6M | 825.00 | 3149.09 | |
| Uber Technologies (UBER) | 2.4 | $2.6M | 70k | 36.48 | |
| Kkr & Co (KKR) | 2.2 | $2.4M | 70k | 34.34 | |
| Zillow Group Cl A (ZG) | 1.8 | $1.9M | 19k | 101.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $1.5M | 1.0k | 1469.79 | |
| Joint (JYNT) | 1.3 | $1.4M | 83k | 17.39 | |
| Ameresco Cl A (AMRC) | 1.2 | $1.3M | 39k | 33.41 | |
| Cloudflare Cl A Com (NET) | 0.9 | $957k | 23k | 41.07 | |
| Carvana Cl A (CVNA) | 0.9 | $938k | 4.2k | 222.96 | |
| Pershing Square Tontine Hldg Com Cl A | 0.3 | $300k | 13k | 22.73 | |
| Dragoneer Growth Opportun Unit 08/18/2027 | 0.2 | $245k | 20k | 12.25 | |
| Ribbit Leap Unit 99/99/9999 | 0.2 | $244k | 19k | 12.98 | |
| Cm Life Sciences Unit 09/01/2025 | 0.2 | $216k | 21k | 10.49 | |
| Health Sciences Acq Corp 2 Ord Shs | 0.1 | $157k | 14k | 10.98 | |
| Arya Sciences Acquisition Com Cl A | 0.1 | $140k | 13k | 10.81 | |
| Aldeyra Therapeutics (ALDX) | 0.1 | $130k | 18k | 7.40 | |
| Scpharmaceuticals (SCPH) | 0.1 | $109k | 15k | 7.43 | |
| Kala Pharmaceuticals | 0.1 | $96k | 13k | 7.53 | |
| Agile Therapeutics | 0.1 | $89k | 29k | 3.03 | |
| Quotient SHS | 0.1 | $87k | 17k | 5.12 | |
| Vbi Vaccines Com New | 0.1 | $84k | 30k | 2.85 | |
| Leap Therapeutics | 0.1 | $76k | 38k | 1.99 | |
| Vyne Therapeutics Com New | 0.1 | $74k | 45k | 1.65 | |
| Adma Biologics (ADMA) | 0.1 | $56k | 24k | 2.38 |
