Filed: 5/15/2025ACC: 0001802131-25-000003
π What this filing means
OLD WELL PARTNERS, LLC filed this quarterly 13FβHR report disclosing 5 equity positions with a total reported market value of $4.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$4.55M
Total AUM (reported)
19.49K
Total Shares
Allocation by class
COM$3.32M73.0%
CAP STK CL C$839.3K18.4%
CL B NEW$391.4K8.6%
Portfolio Concentration
Top 3$3.38M74.3%
4β10$1.17M25.7%
Top 3 weight
74.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.49K
Sole
Full voting authority
19.49K
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)
Sole5
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings5
Rows:
MERCADOLIBRE INC
SOLEShares726.00
TypeSH
Market value$1.42M
31.11%
Sole
726.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares5.92K
TypeSH
Market value$1.13M
24.73%
Sole
5.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.37K
TypeSH
Market value$839.3K
18.44%
Sole
5.37K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares6.74K
TypeSH
Market value$779.3K
17.12%
Sole
6.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares735.00
TypeSH
Market value$391.4K
8.60%
Sole
735.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERCADOLIBRE INCSOLE | COM | 726.00 | SH | $1.42M 31.11% | 726.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 5.92K | SH | $1.13M 24.73% | 5.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.37K | SH | $839.3K 18.44% | 5.37K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 6.74K | SH | $779.3K 17.12% | 6.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 735.00 | SH | $391.4K 8.60% | 735.00 | 0.00 | 0.00 |