Filed: 11/14/2022ACC: 0001214659-22-013677
📋 What this filing means
OLD WELL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $120.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$120.3K
Total AUM (reported)
5.59M
Total Shares
Allocation by class
SPONSORED ADS$30.1K25.0%
COM$19.9K16.6%
CL A$8.5K7.1%
SHS$8.3K6.9%
SPON ADR CL A$7.8K6.5%
CLASS A COM$7.3K6.1%
SPONSORD ADS$6.1K5.1%
Portfolio Concentration
Top 3$32.9K27.3%
4–10$43.9K36.4%
11–25$39.3K32.7%
Rest$4.3K3.6%
Top 3 weight
27.3%
Top 10 weight
63.8%
Voting Authority Distribution
Total shares with voting rights: 5.59M
Sole
Full voting authority
5.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
KE HLDGS INC
SOLEShares690.99K
TypeSH
Market value$12.1K
10.06%
Sole
690.99K
Shared
0.00
None
0.00
PINDUODUO INC
SOLEShares167.20K
TypeSH
Market value$10.5K
8.69%
Sole
167.20K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares12.48K
TypeSH
Market value$10.3K
8.59%
Sole
12.48K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares154.82K
TypeSH
Market value$7.8K
6.47%
Sole
154.82K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares520.90K
TypeSH
Market value$6.8K
5.61%
Sole
520.90K
Shared
0.00
None
0.00
GENPACT LIMITED
SOLEShares139.93K
TypeSH
Market value$6.1K
5.09%
Sole
139.93K
Shared
0.00
None
0.00
SEA LTD
SOLEShares108.84K
TypeSH
Market value$6.1K
5.07%
Sole
108.84K
Shared
0.00
None
0.00
BEIGENE LTD
SOLEShares44.27K
TypeSH
Market value$6.0K
4.96%
Sole
44.27K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.33M
TypeSH
Market value$5.9K
4.88%
Sole
1.33M
Shared
0.00
None
0.00
WNS HLDGS LTD
SOLEShares64.27K
TypeSH
Market value$5.3K
4.37%
Sole
64.27K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares38.50K
TypeSH
Market value$4.4K
3.62%
Sole
38.50K
Shared
0.00
None
0.00
XP INC
SOLEShares225.30K
TypeSH
Market value$4.3K
3.56%
Sole
225.30K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares275.88K
TypeSH
Market value$4.2K
3.51%
Sole
275.88K
Shared
0.00
None
0.00
LI AUTO INC
SOLEShares166K
TypeSH
Market value$3.8K
3.17%
Sole
166K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares86.92K
TypeSH
Market value$3.7K
3.11%
Sole
86.92K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares53.40K
TypeSH
Market value$3.7K
3.04%
Sole
53.40K
Shared
0.00
None
0.00
P10 INC
SOLEShares241.49K
TypeSH
Market value$2.5K
2.11%
Sole
241.49K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares46.05K
TypeSH
Market value$2.5K
2.10%
Sole
46.05K
Shared
0.00
None
0.00
VTEX
SOLEShares543.20K
TypeSH
Market value$2.0K
1.67%
Sole
543.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares20K
TypeSH
Market value$1.9K
1.60%
Sole
20K
Shared
0.00
None
0.00
SIMILARWEB LTD
SOLEShares291.75K
TypeSH
Market value$1.7K
1.42%
Sole
291.75K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.60K
TypeSH
Market value$1.5K
1.24%
Sole
5.60K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares16.20K
TypeSH
Market value$1.1K
0.93%
Sole
16.20K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares17.20K
TypeSH
Market value$951.00
0.79%
Sole
17.20K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares60.50K
TypeSH
Market value$936.00
0.78%
Sole
60.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KE HLDGS INCSOLE | SPONSORED ADS | 690.99K | SH | $12.1K 10.06% | 690.99K | 0.00 | 0.00 |
PINDUODUO INCSOLE | SPONSORED ADS | 167.20K | SH | $10.5K 8.69% | 167.20K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 12.48K | SH | $10.3K 8.59% | 12.48K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADR CL A | 154.82K | SH | $7.8K 6.47% | 154.82K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 520.90K | SH | $6.8K 5.61% | 520.90K | 0.00 | 0.00 |
GENPACT LIMITEDSOLE | SHS | 139.93K | SH | $6.1K 5.09% | 139.93K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 108.84K | SH | $6.1K 5.07% | 108.84K | 0.00 | 0.00 |
BEIGENE LTDSOLE | SPONSORED ADR | 44.27K | SH | $6.0K 4.96% | 44.27K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.33M | SH | $5.9K 4.88% | 1.33M | 0.00 | 0.00 |
WNS HLDGS LTDSOLE | SPON ADR | 64.27K | SH | $5.3K 4.37% | 64.27K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 38.50K | SH | $4.4K 3.62% | 38.50K | 0.00 | 0.00 |
XP INCSOLE | CL A | 225.30K | SH | $4.3K 3.56% | 225.30K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 275.88K | SH | $4.2K 3.51% | 275.88K | 0.00 | 0.00 |
LI AUTO INCSOLE | SPONSORED ADS | 166K | SH | $3.8K 3.17% | 166K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 86.92K | SH | $3.7K 3.11% | 86.92K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 53.40K | SH | $3.7K 3.04% | 53.40K | 0.00 | 0.00 |
P10 INCSOLE | COM CL A | 241.49K | SH | $2.5K 2.11% | 241.49K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 46.05K | SH | $2.5K 2.10% | 46.05K | 0.00 | 0.00 |
VTEXSOLE | SHS CL A | 543.20K | SH | $2.0K 1.67% | 543.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 20K | SH | $1.9K 1.60% | 20K | 0.00 | 0.00 |
SIMILARWEB LTDSOLE | SHS | 291.75K | SH | $1.7K 1.42% | 291.75K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.60K | SH | $1.5K 1.24% | 5.60K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 16.20K | SH | $1.1K 0.93% | 16.20K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 17.20K | SH | $951.00 0.79% | 17.20K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 60.50K | SH | $936.00 0.78% | 60.50K | 0.00 | 0.00 |
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