Old Well Partners
Latest statistics and disclosures from Old Well Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MELI, PDD, NU, KKR, AMZN, and represent 38.78% of Old Well Partners's stock portfolio.
- Added to shares of these 10 stocks: SE, TCOM, UI, PX, ACAD, BILL, RYTM, Ambrx Biopharma, RCKT, TNGX.
- Started 9 new stock positions in SE, TCOM, UI, TNGX, ACAD, RCKT, Ambrx Biopharma, FOLD, RYTM.
- Reduced shares in these 10 stocks: PDD (-$5.6M), TSM, BABA, BEKE, FRSH, JD, BGNE, WNS, G, XP.
- Sold out of its positions in BABA, NCNO, TSM.
- Old Well Partners was a net seller of stock by $-22M.
- Old Well Partners has $107M in assets under management (AUM), dropping by -6.91%.
- Central Index Key (CIK): 0001802131
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Portfolio Holdings for Old Well Partners
Old Well Partners holds 41 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| MercadoLibre (MELI) | 12.3 | $13M | -5% | 8.4k | 1571.54 |
|
| Pdd Holdings Sponsored Ads (PDD) | 7.9 | $8.5M | -39% | 58k | 146.31 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 7.6 | $8.1M | -8% | 976k | 8.33 |
|
| Kkr & Co (KKR) | 6.1 | $6.6M | -5% | 80k | 82.85 |
|
| Amazon (AMZN) | 4.9 | $5.3M | -6% | 35k | 151.94 |
|
| Ke Hldgs Sponsored Ads (BEKE) | 4.3 | $4.6M | -42% | 285k | 16.21 |
|
| Qifu Technology American Dep (QFIN) | 3.9 | $4.2M | -7% | 264k | 15.82 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 3.7 | $3.9M | -7% | 54k | 73.28 |
|
| Freshworks Class A Com (FRSH) | 3.5 | $3.8M | -38% | 161k | 23.49 |
|
| WNS HLDGS Spon Adr | 3.3 | $3.5M | -28% | 56k | 63.20 |
|
| Sea Sponsord Ads (SE) | 3.2 | $3.4M | NEW | 85k | 40.50 |
|
| Genpact SHS (G) | 3.2 | $3.4M | -27% | 98k | 34.71 |
|
| Block Cl A (SQ) | 3.1 | $3.3M | -2% | 42k | 77.35 |
|
| Jd.com Spon Adr Cl A (JD) | 3.1 | $3.3M | -34% | 114k | 28.89 |
|
| Trip Com Group Ads (TCOM) | 3.0 | $3.3M | NEW | 91k | 36.01 |
|
| P10 Com Cl A (PX) | 2.7 | $2.9M | +14% | 285k | 10.22 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 2.4 | $2.5M | -7% | 42k | 60.17 |
|
| Coupang Cl A (CPNG) | 2.3 | $2.5M | -21% | 155k | 16.19 |
|
| Bilibili Spons Ads Rep Z (BILI) | 2.3 | $2.4M | -7% | 199k | 12.17 |
|
| XP Cl A (XP) | 1.9 | $2.1M | -34% | 79k | 26.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $1.9M | 14k | 140.93 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $1.8M | 5.1k | 356.66 |
|
|
| Beigene Sponsored Adr (BGNE) | 1.6 | $1.7M | -49% | 9.6k | 180.36 |
|
| salesforce (CRM) | 1.3 | $1.4M | +10% | 5.2k | 263.14 |
|
| Similarweb SHS (SMWB) | 1.2 | $1.3M | -2% | 247k | 5.33 |
|
| Cloudflare Cl A Com (NET) | 1.2 | $1.3M | -35% | 16k | 83.26 |
|
| Apollo Global Mgmt (APO) | 1.2 | $1.3M | 14k | 93.19 |
|
|
| Occidental Petroleum Corporation (OXY) | 1.1 | $1.2M | +9% | 21k | 59.71 |
|
| Bill Com Holdings Ord (BILL) | 0.9 | $1.0M | +31% | 12k | 81.59 |
|
| Ubiquiti (UI) | 0.8 | $828k | NEW | 5.9k | 139.56 |
|
| Amkor Technology (AMKR) | 0.7 | $799k | 24k | 33.27 |
|
|
| Nuvalent Inc-a (NUVL) | 0.3 | $302k | -29% | 4.1k | 73.59 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.2 | $257k | NEW | 8.2k | 31.31 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $212k | NEW | 4.6k | 45.97 |
|
| Ambrx Biopharma | 0.2 | $205k | NEW | 14k | 14.24 |
|
| Rocket Pharmaceuticals (RCKT) | 0.2 | $200k | NEW | 6.7k | 29.97 |
|
| Zymeworks Del (ZYME) | 0.2 | $200k | 19k | 10.39 |
|
|
| Tango Therapeutics (TNGX) | 0.2 | $182k | NEW | 18k | 9.90 |
|
| Amicus Therapeutics (FOLD) | 0.2 | $180k | NEW | 13k | 14.19 |
|
| Lianbio Sponsored Ads (LIANY) | 0.1 | $144k | 32k | 4.47 |
|
|
| Janux Therapeutics (JANX) | 0.1 | $111k | 10k | 10.73 |
|
Past Filings by Old Well Partners
SEC 13F filings are viewable for Old Well Partners going back to 2019
- Old Well Partners 2023 Q4 filed Feb. 14, 2024
- Old Well Partners 2023 Q3 filed Nov. 14, 2023
- Old Well Partners 2023 Q2 filed Aug. 14, 2023
- Old Well Partners 2023 Q1 filed May 15, 2023
- Old Well Partners 2022 Q4 filed Feb. 14, 2023
- Old Well Partners 2022 Q3 filed Nov. 14, 2022
- Old Well Partners 2022 Q2 filed Aug. 15, 2022
- Old Well Partners 2022 Q1 filed May 16, 2022
- Old Well Partners 2021 Q4 filed Feb. 14, 2022
- Old Well Partners 2021 Q3 filed Nov. 15, 2021
- Old Well Partners 2021 Q2 filed Aug. 16, 2021
- Old Well Partners 2021 Q1 filed May 17, 2021
- Old Well Partners 2020 Q4 amended filed Feb. 18, 2021
- Old Well Partners 2020 Q4 filed Feb. 16, 2021
- Old Well Partners 2020 Q3 filed Nov. 16, 2020
- Old Well Partners 2020 Q2 filed Aug. 14, 2020