OLD WELL PARTNERS, LLC

PrivateCIK: 1802131
Location

CHARLOTTE, NC

πŸ“‹ What this filing means

OLD WELL PARTNERS, LLC filed this quarterly 13F‑HR 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

TOTAL AUM$4.55M5 positions
COM$3.32M73.0%
CAP STK CL C$839.3K18.4%
CL B NEW$391.4K8.6%

Portfolio Concentration

Top 374.3%4–1025.7%TOP 10100.0%0%100%
Top 3$3.38M74.3%
4–10$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

SOLE
COM
Shares726.00
TypeSH
Market value$1.42M
31.11%
Sole
726.00
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares5.92K
TypeSH
Market value$1.13M
24.73%
Sole
5.92K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares5.37K
TypeSH
Market value$839.3K
18.44%
Sole
5.37K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares6.74K
TypeSH
Market value$779.3K
17.12%
Sole
6.74K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares735.00
TypeSH
Market value$391.4K
8.60%
Sole
735.00
Shared
0.00
None
0.00
OLD WELL PARTNERS, LLC 13F Holdings β€” 5 Positions | Finecho