Filed: 5/15/2023ACC: 0001214659-23-007163
📋 What this filing means
OLD WELL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $126.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$126.44M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
COM$27.98M22.1%
SPONSORED ADS$27.75M21.9%
SPONSORED ADR$8.57M6.8%
SPONSORD ADS$7.65M6.0%
SHS$7.46M5.9%
CLASS A COM$7.23M5.7%
ORD SHS CL A$6.99M5.5%
Portfolio Concentration
Top 3$34.40M27.2%
4–10$47.62M37.7%
11–25$42.11M33.3%
Rest$2.32M1.8%
Top 3 weight
27.2%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.83M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
MERCADOLIBRE INC
SOLEShares11.26K
TypeSH
Market value$14.84M
11.73%
Sole
11.26K
Shared
0.00
None
0.00
KE HLDGS INC
SOLEShares583.39K
TypeSH
Market value$10.99M
8.69%
Sole
583.39K
Shared
0.00
None
0.00
BEIGENE LTD
SOLEShares39.77K
TypeSH
Market value$8.57M
6.78%
Sole
39.77K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares105.90K
TypeSH
Market value$8.04M
6.36%
Sole
105.90K
Shared
0.00
None
0.00
SEA LTD
SOLEShares88.34K
TypeSH
Market value$7.65M
6.05%
Sole
88.34K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares470.90K
TypeSH
Market value$7.23M
5.72%
Sole
470.90K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.47M
TypeSH
Market value$6.99M
5.53%
Sole
1.47M
Shared
0.00
None
0.00
360 DIGITECH INC
SOLEShares324.90K
TypeSH
Market value$6.30M
4.98%
Sole
324.90K
Shared
0.00
None
0.00
BILIBILI INC
SOLEShares244.38K
TypeSH
Market value$5.74M
4.54%
Sole
244.38K
Shared
0.00
None
0.00
GENPACT LIMITED
SOLEShares122.53K
TypeSH
Market value$5.66M
4.48%
Sole
122.53K
Shared
0.00
None
0.00
WNS HLDGS LTD
SOLEShares56.07K
TypeSH
Market value$5.22M
4.13%
Sole
56.07K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares46.20K
TypeSH
Market value$4.72M
3.73%
Sole
46.20K
Shared
0.00
None
0.00
JD.COM INC
SOLEShares102.62K
TypeSH
Market value$4.50M
3.56%
Sole
102.62K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares84.92K
TypeSH
Market value$4.46M
3.53%
Sole
84.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40.85K
TypeSH
Market value$4.22M
3.34%
Sole
40.85K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares206.70K
TypeSH
Market value$3.93M
3.11%
Sole
206.70K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares44.55K
TypeSH
Market value$3.06M
2.42%
Sole
44.55K
Shared
0.00
None
0.00
P10 INC
SOLEShares264.84K
TypeSH
Market value$2.68M
2.12%
Sole
264.84K
Shared
0.00
None
0.00
SIMILARWEB LTD
SOLEShares266.36K
TypeSH
Market value$1.80M
1.42%
Sole
266.36K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares25.70K
TypeSH
Market value$1.58M
1.25%
Sole
25.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.10K
TypeSH
Market value$1.57M
1.25%
Sole
5.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15K
TypeSH
Market value$1.56M
1.23%
Sole
15K
Shared
0.00
None
0.00
OCCIDENTAL PETE CORP
SOLEShares15.70K
TypeSH
Market value$980.2K
0.78%
Sole
15.70K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares4.70K
TypeSH
Market value$939.0K
0.74%
Sole
4.70K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares13.80K
TypeSH
Market value$871.6K
0.69%
Sole
13.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 11.26K | SH | $14.84M 11.73% | 11.26K | 0.00 | 0.00 |
KE HLDGS INCSOLE | SPONSORED ADS | 583.39K | SH | $10.99M 8.69% | 583.39K | 0.00 | 0.00 |
BEIGENE LTDSOLE | SPONSORED ADR | 39.77K | SH | $8.57M 6.78% | 39.77K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 105.90K | SH | $8.04M 6.36% | 105.90K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 88.34K | SH | $7.65M 6.05% | 88.34K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 470.90K | SH | $7.23M 5.72% | 470.90K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.47M | SH | $6.99M 5.53% | 1.47M | 0.00 | 0.00 |
360 DIGITECH INCSOLE | AMERICAN DEP | 324.90K | SH | $6.30M 4.98% | 324.90K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 244.38K | SH | $5.74M 4.54% | 244.38K | 0.00 | 0.00 |
GENPACT LIMITEDSOLE | SHS | 122.53K | SH | $5.66M 4.48% | 122.53K | 0.00 | 0.00 |
WNS HLDGS LTDSOLE | SPON ADR | 56.07K | SH | $5.22M 4.13% | 56.07K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 46.20K | SH | $4.72M 3.73% | 46.20K | 0.00 | 0.00 |
JD.COM INCSOLE | SPON ADR CL A | 102.62K | SH | $4.50M 3.56% | 102.62K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 84.92K | SH | $4.46M 3.53% | 84.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40.85K | SH | $4.22M 3.34% | 40.85K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 206.70K | SH | $3.93M 3.11% | 206.70K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 44.55K | SH | $3.06M 2.42% | 44.55K | 0.00 | 0.00 |
P10 INCSOLE | COM CL A | 264.84K | SH | $2.68M 2.12% | 264.84K | 0.00 | 0.00 |
SIMILARWEB LTDSOLE | SHS | 266.36K | SH | $1.80M 1.42% | 266.36K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 25.70K | SH | $1.58M 1.25% | 25.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.10K | SH | $1.57M 1.25% | 5.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 15K | SH | $1.56M 1.23% | 15K | 0.00 | 0.00 |
OCCIDENTAL PETE CORPSOLE | COM | 15.70K | SH | $980.2K 0.78% | 15.70K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 4.70K | SH | $939.0K 0.74% | 4.70K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 13.80K | SH | $871.6K 0.69% | 13.80K | 0.00 | 0.00 |
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