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Size ($ in 1000's)
At 12/31/2023: $107,391
At 09/30/2023: $115,363
Old Well Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Old Well Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Old Well Partners LLC top holdings by largest position size, as per the latest 13f filing made by Old Well Partners LLC.
In the Old Well Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Old Well Partners LLC in that top holding, then the share count change between reporting periods, and finally the Old Well Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MERCADOLIBRE INC |
8,382 |
-500 |
$13,173 | | MELI | 8,382 | -500 | $13,173 | | PDD HOLDINGS INC |
57,939 |
-38,061 |
$8,477 | | PDD | 57,939 | -38,061 | $8,477 | | NU HLDGS LTD |
976,000 |
-89,900 |
$8,130 | | NU | 976,000 | -89,900 | $8,130 | | KKR & CO INC |
79,623 |
-4,550 |
$6,597 | | KKR | 79,623 | -4,550 | $6,597 | | AMAZON COM INC |
34,701 |
-2,250 |
$5,272 | | AMZN | 34,701 | -2,250 | $5,272 | | KE HLDGS INC |
284,501 |
-206,989 |
$4,612 | | BEKE | 284,501 | -206,989 | $4,612 | | QIFU TECHNOLOGY INC |
264,200 |
-22,100 |
$4,180 | | QFIN | 264,200 | -22,100 | $4,180 | | NEW ORIENTAL ED & TECHNOLOGY |
53,800 |
-4,200 |
$3,942 | | EDU | 53,800 | -4,200 | $3,942 | | FRESHWORKS INC |
160,670 |
-102,500 |
$3,774 | | FRSH | 160,670 | -102,500 | $3,774 | | WNS HLDGS LTD |
56,073 |
-22,200 |
$3,544 | | WNS | 56,073 | -22,200 | $3,544 | | SEA LTD |
84,700 |
+84,700 |
$3,430 | | SE | 84,700 | +84,700 | $3,430 | | GENPACT LIMITED |
97,831 |
-37,900 |
$3,396 | | G | 97,831 | -37,900 | $3,396 | | JD.COM INC |
113,517 |
-60,100 |
$3,280 | | JD | 113,517 | -60,100 | $3,280 | | BLOCK INC |
42,400 |
-1,000 |
$3,280 | | SQ | 42,400 | -1,000 | $3,280 | | TRIP COM GROUP LTD |
90,900 |
+90,900 |
$3,273 | | TCOM | 90,900 | +90,900 | $3,273 | | P10 INC |
285,315 |
+36,333 |
$2,916 | | PX | 285,315 | +36,333 | $2,916 | | LEGEND BIOTECH CORP |
42,001 |
-3,199 |
$2,527 | | LEGN | 42,001 | -3,199 | $2,527 | | COUPANG INC |
155,400 |
-43,700 |
$2,516 | | CPNG | 155,400 | -43,700 | $2,516 | | BILIBILI INC |
198,690 |
-16,387 |
$2,418 | | BILI | 198,690 | -16,387 | $2,418 | | XP INC |
79,400 |
-42,400 |
$2,070 | | XP | 79,400 | -42,400 | $2,070 | | ALPHABET INC |
13,500 |
UNCH |
$1,903 | | GOOG | 13,500 | UNCH | $1,903 |  BERKSHIRE HATHAWAY INC DEL |
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$1,819 | | BRK.B | 5,100 | UNCH | $1,819 | | BEIGENE LTD |
9,638 |
-9,527 |
$1,738 | | BGNE | 9,638 | -9,527 | $1,738 | | SALESFORCE INC |
5,200 |
+500 |
$1,368 | | CRM | 5,200 | +500 | $1,368 | | SIMILARWEB LTD |
247,417 |
-5,940 |
$1,319 | | SMWB | 247,417 | -5,940 | $1,319 | | CLOUDFLARE INC |
15,600 |
-8,600 |
$1,299 | | NET | 15,600 | -8,600 | $1,299 | | APOLLO GLOBAL MGMT INC |
13,800 |
UNCH |
$1,286 | | APO | 13,800 | UNCH | $1,286 | | OCCIDENTAL PETE CORP |
20,500 |
+1,800 |
$1,224 | | OXY | 20,500 | +1,800 | $1,224 | | BILL HOLDINGS INC |
12,400 |
+3,000 |
$1,012 | | BILL | 12,400 | +3,000 | $1,012 | | UBIQUITI INC |
5,929 |
+5,929 |
$827 | | UI | 5,929 | +5,929 | $827 | | AMKOR TECHNOLOGY INC |
24,000 |
UNCH |
$798 | | AMKR | 24,000 | UNCH | $798 | | NUVALENT INC |
4,100 |
-1,700 |
$302 | | NUVL | 4,100 | -1,700 | $302 | | ACADIA PHARMACEUTICALS INC |
8,208 |
+8,208 |
$257 | | ACAD | 8,208 | +8,208 | $257 | | RHYTHM PHARMACEUTICALS INC |
4,600 |
+4,600 |
$211 | | RYTM | 4,600 | +4,600 | $211 | | AMBRX BIOPHARMA INC |
14,400 |
+14,400 |
$205 | | AMAM | 14,400 | +14,400 | $205 | | ROCKET PHARMACEUTICALS INC |
6,688 |
+6,688 |
$200 | | RCKT | 6,688 | +6,688 | $200 | | ZYMEWORKS INC |
19,200 |
UNCH |
$199 | | ZYME | 19,200 | UNCH | $199 | | TANGO THERAPEUTICS INC |
18,400 |
+18,400 |
$182 | | TNGX | 18,400 | +18,400 | $182 | | AMICUS THERAPEUTICS INC |
12,700 |
+12,700 |
$180 | | FOLD | 12,700 | +12,700 | $180 | | LIANBIO |
32,200 |
UNCH |
$144 | | LIAN | 32,200 | UNCH | $144 |
See Full List: All Stocks Held By Old Well Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Old Well Partners LLC
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