Old Well Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Old Well Partners, LLC reported 31 stock positions worth $84.8 million. Its top holding was MercadoLibre (MELI) at 11.9% of the portfolio, followed by KKR (KKR, 7.4%) and Nu Holdings Ltd./Cayman Isl-A (NU, 7.3%). Compared with Q1 2024, it opened 2 new positions, sold out of 4, added to 2 and reduced 19. The biggest buy was a new position in JSC Kaspi.kz ADR (KSPI) and the biggest sale an exit from New Oriental Educatio-SP ADR (EDU).
- Most Recent 13F
- Q3 2025
- Location
- CHARLOTTE, NC
- CIK
- 0001802131
- Portfolio Value
- $84.8M (Q2 2024)
- SEC Filing
- 0001214659-24-014684 ↗ filed Aug 14, 2024
Holdings Value
Holdings 31 stocks · $84.8M
| MELI MercadoLibre Inc. | 11.90% | 6,142 | $10.1M | Reduce -19.0% |
| KKR KKR & Co. Inc. | 7.40% | 59,623 | $6.3M | Reduce -10.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 7.33% | 482,600 | $6.2M | Reduce -35.0% |
| AMZN Amazon.com Inc. | 7.22% | 31,701 | $6.1M | Reduce -4.5% |
| PDD PDD Holdings Inc. | 4.97% | 31,739 | $4.2M | Reduce -44.9% |
| GOOG Alphabet Inc. Class C | 4.18% | 19,350 | $3.5M | No change |
| SE Sea Ltd.-ADR | 4.18% | 49,600 | $3.5M | Reduce -53.2% |
| XYZ Block Inc. | 3.74% | 49,200 | $3.2M | Add +16.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.67% | 17,900 | $3.1M | Reduce -10.5% |
| CPNG Coupang Inc. | 3.61% | 146,000 | $3.1M | Reduce -45.9% |
| RPC Ridgepost Capital Inc. Class A filed as P10 INC | 3.25% | 325,315 | $2.8M | Add +14.0% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 3.23% | 21,225 | $2.7M | New |
| BUR Burford Capital Ltd. | 2.88% | 187,558 | $2.4M | New |
| TCOM Trip.com Group Ltd.-ADR | 2.86% | 51,600 | $2.4M | Reduce -40.4% |
| JD Jd.com Inc.-ADR | 2.70% | 88,717 | $2.3M | Reduce -28.2% |
| QFIN Qfin Holdings Inc.-ADR filed as QIFU TECHNOLOGY INC | 2.64% | 113,500 | $2.2M | Reduce -54.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.45% | 5,100 | $2.1M | No change |
| G Genpact Ltd. | 2.21% | 58,331 | $1.9M | Reduce -40.4% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 2.01% | 120,701 | $1.7M | Reduce -60.1% |
| FRSH Freshworks Inc. Class A | 1.94% | 129,470 | $1.6M | Reduce -28.3% |
| APO Apollo Global Management Inc. | 1.92% | 13,800 | $1.6M | No change |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 1.76% | 10,438 | $1.5M | Reduce -42.1% |
| BILI Bilibili Inc.-Sponsored ADR | 1.75% | 96,190 | $1.5M | Reduce -51.6% |
| LEGN Legend Biotech Corp.-ADR | 1.53% | 29,301 | $1.3M | Reduce -30.2% |
| XP XP Inc. Class A | 1.47% | 70,700 | $1.2M | Reduce -35.7% |
| WNS WNS Holdings Ltd. filed as WNS HLDGS LTD | 1.46% | 23,573 | $1.2M | Reduce -38.4% |
| SMWB Similarweb Ltd. | 1.43% | 156,419 | $1.2M | No change |
| NET Cloudflare Inc. Class A | 1.41% | 14,400 | $1.2M | No change |
| BILL Bill Holdings Inc. | 1.28% | 20,600 | $1.1M | No change |
| UI Ubiquiti Inc. | 1.02% | 5,929 | $864K | No change |
| CART Maplebear Inc. | 0.62% | 16,472 | $529K | No change |
Options reported separately and not counted above: SPY puts ($6.7M).
Portfolio Sells Q1 2024 → Q2 2024
| EDU New Oriental Educatio-SP ADR | Sold out | 0.00% | −3.06 |
| BEKE Ke Holdings Inc.-ADR | Reduce -60.1% | 2.01% | −1.69 |
| QFIN Qfin Holdings Inc.-ADR | Reduce -54.5% | 2.64% | −1.45 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.19 |
| XP XP Inc. Class A | Reduce -35.7% | 1.47% | −1.05 |
| FRSH Freshworks Inc. Class A | Reduce -28.3% | 1.94% | −0.99 |
| PDD PDD Holdings Inc. | Reduce -44.9% | 4.97% | −0.99 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.97 |
| SE Sea Ltd.-ADR | Reduce -53.2% | 4.18% | −0.89 |
| ONC Beone Medicines Ltd.-ADR | Reduce -42.1% | 1.76% | −0.76 |
| AMKR Amkor Technology Inc. | Sold out | 0.00% | −0.69 |
| CPNG Coupang Inc. | Reduce -45.9% | 3.61% | −0.67 |
| G Genpact Ltd. | Reduce -40.4% | 2.21% | −0.66 |
| LEGN Legend Biotech Corp.-ADR | Reduce -30.2% | 1.53% | −0.57 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -35.0% | 7.33% | −0.56 |
| TCOM Trip.com Group Ltd.-ADR | Reduce -40.4% | 2.86% | −0.53 |
| JD Jd.com Inc.-ADR | Reduce -28.2% | 2.70% | −0.31 |
| WNS WNS Holdings Ltd. | Reduce -38.4% | 1.46% | −0.26 |
| BILI Bilibili Inc.-Sponsored ADR | Reduce -51.6% | 1.75% | −0.23 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -10.5% | 3.67% | +1.24 |
| KKR KKR & Co. Inc. | Reduce -10.5% | 7.40% | +1.43 |
| MELI MercadoLibre Inc. | Reduce -19.0% | 11.90% | +1.69 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 7.22% | +1.89 |