Filed: 2/14/2025ACC: 0001802131-25-000002
📋 What this filing means
OLD WELL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $52.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$52.39M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$26.12M49.9%
CAP STK CL C$5.84M11.1%
CL A$5.82M11.1%
COM CL A$3.60M6.9%
ORD SHS$3.22M6.2%
ORD SHS CL A$2.62M5.0%
SHS$2.22M4.2%
Portfolio Concentration
Top 3$19.28M36.8%
4–10$25.13M48.0%
11–25$7.98M15.2%
Top 3 weight
36.8%
Top 10 weight
84.8%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
1.20M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
AMAZON COM INC
SOLEShares31.45K
TypeSH
Market value$6.90M
13.17%
Sole
31.45K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares3.85K
TypeSH
Market value$6.54M
12.49%
Sole
3.85K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30.65K
TypeSH
Market value$5.84M
11.14%
Sole
30.65K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares39.42K
TypeSH
Market value$5.83M
11.13%
Sole
39.42K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares47.20K
TypeSH
Market value$4.01M
7.66%
Sole
47.20K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares48.50K
TypeSH
Market value$3.63M
6.94%
Sole
48.50K
Shared
0.00
None
0.00
P10 INC
SOLEShares285.31K
TypeSH
Market value$3.60M
6.87%
Sole
285.31K
Shared
0.00
None
0.00
BURFORD CAP LTD
SOLEShares252.86K
TypeSH
Market value$3.22M
6.15%
Sole
252.86K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares252.60K
TypeSH
Market value$2.62M
5.00%
Sole
252.60K
Shared
0.00
None
0.00
SIMILARWEB LTD
SOLEShares156.42K
TypeSH
Market value$2.22M
4.23%
Sole
156.42K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares7K
TypeSH
Market value$1.81M
3.45%
Sole
7K
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares20.60K
TypeSH
Market value$1.75M
3.33%
Sole
20.60K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares14.40K
TypeSH
Market value$1.55M
2.96%
Sole
14.40K
Shared
0.00
None
0.00
UBIQUITI INC
SOLEShares4.43K
TypeSH
Market value$1.47M
2.81%
Sole
4.43K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.10K
TypeSH
Market value$1.41M
2.68%
Sole
3.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 31.45K | SH | $6.90M 13.17% | 31.45K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 3.85K | SH | $6.54M 12.49% | 3.85K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 30.65K | SH | $5.84M 11.14% | 30.65K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 39.42K | SH | $5.83M 11.13% | 39.42K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 47.20K | SH | $4.01M 7.66% | 47.20K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 48.50K | SH | $3.63M 6.94% | 48.50K | 0.00 | 0.00 |
P10 INCSOLE | COM CL A | 285.31K | SH | $3.60M 6.87% | 285.31K | 0.00 | 0.00 |
BURFORD CAP LTDSOLE | ORD SHS | 252.86K | SH | $3.22M 6.15% | 252.86K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 252.60K | SH | $2.62M 5.00% | 252.60K | 0.00 | 0.00 |
SIMILARWEB LTDSOLE | SHS | 156.42K | SH | $2.22M 4.23% | 156.42K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 7K | SH | $1.81M 3.45% | 7K | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 20.60K | SH | $1.75M 3.33% | 20.60K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 14.40K | SH | $1.55M 2.96% | 14.40K | 0.00 | 0.00 |
UBIQUITI INCSOLE | COM | 4.43K | SH | $1.47M 2.81% | 4.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.10K | SH | $1.41M 2.68% | 3.10K | 0.00 | 0.00 |