Old Well Partners as of Sept. 30, 2023
Portfolio Holdings for Old Well Partners
Old Well Partners holds 35 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 9.8 | $11M | 8.9k | 1267.88 | |
| Pdd Holdings Sponsored Ads (PDD) | 8.2 | $9.4M | 96k | 98.07 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.7 | $7.7M | 1.1M | 7.25 | |
| Ke Hldgs Sponsored Ads (BEKE) | 6.6 | $7.6M | 492k | 15.52 | |
| WNS HLDGS Spon Adr | 4.6 | $5.4M | 78k | 68.46 | |
| Freshworks Class A Com (FRSH) | 4.5 | $5.2M | 263k | 19.92 | |
| Kkr & Co (KKR) | 4.5 | $5.2M | 84k | 61.60 | |
| Jd.com Spon Adr Cl A (JD) | 4.4 | $5.1M | 174k | 29.13 | |
| Genpact SHS (G) | 4.3 | $4.9M | 136k | 36.20 | |
| Amazon (AMZN) | 4.1 | $4.7M | 37k | 127.12 | |
| Qifu Technology American Dep (QFIN) | 3.8 | $4.4M | 286k | 15.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $3.8M | 44k | 86.90 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $3.5M | 41k | 86.74 | |
| Beigene Sponsored Adr (BGNE) | 3.0 | $3.4M | 19k | 179.87 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.9 | $3.4M | 58k | 58.55 | |
| Coupang Cl A (CPNG) | 2.9 | $3.4M | 199k | 17.00 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 2.6 | $3.0M | 45k | 67.17 | |
| Bilibili Spons Ads Rep Z (BILI) | 2.6 | $3.0M | 215k | 13.77 | |
| P10 Com Cl A (PX) | 2.5 | $2.9M | 249k | 11.65 | |
| XP Cl A (XP) | 2.4 | $2.8M | 122k | 23.05 | |
| Block Cl A (SQ) | 1.7 | $1.9M | 43k | 44.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $1.8M | 5.1k | 350.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.8M | 14k | 131.85 | |
| Similarweb SHS (SMWB) | 1.4 | $1.6M | 253k | 6.48 | |
| Cloudflare Cl A Com (NET) | 1.3 | $1.5M | 24k | 63.04 | |
| Apollo Global Mgmt (APO) | 1.1 | $1.2M | 14k | 89.76 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $1.2M | 19k | 64.88 | |
| Ncino (NCNO) | 0.9 | $1.0M | 32k | 31.80 | |
| Bill Com Holdings Ord (BILL) | 0.9 | $1.0M | 9.4k | 108.57 | |
| salesforce (CRM) | 0.8 | $953k | 4.7k | 202.78 | |
| Amkor Technology (AMKR) | 0.5 | $542k | 24k | 22.60 | |
| Nuvalent Inc-a (NUVL) | 0.2 | $267k | 5.8k | 45.97 | |
| Zymeworks Del (ZYME) | 0.1 | $122k | 19k | 6.34 | |
| Janux Therapeutics (JANX) | 0.1 | $104k | 10k | 10.08 | |
| Lianbio Sponsored Ads (LIANY) | 0.0 | $48k | 32k | 1.49 |
