In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Old Well Partners, LLC reported 16 stock positions worth $46.3 million . Its top holding was MercadoLibre (MELI) at 16.2% of the portfolio, followed by KKR (KKR, 15.3% ) and Amazon.com (AMZN, 13.1% ). Compared with Q2 2024, it sold out of 15, added to 4 and reduced 5. The biggest buy was Amazon.com (AMZN, shares +2% ) and the biggest sale an exit from Sea Ltd.-ADR (SE).
Location CHARLOTTE, NC
CIK 0001802131
Portfolio Value $46.3M (Q3 2024) Holdings 16 stocks · $46.3M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 MELI MercadoLibre Inc. 3,648 $7.5M Reduce -40.6% KKR KKR & Co. Inc. 54,123 $7.1M Reduce -9.2% AMZN Amazon.com Inc. 32,451 $6.0M Add +2.4% XYZ Block Inc. 54,200 $3.6M Add +10.2% GOOG Alphabet Inc. Class C 19,350 $3.2M No change RPC Ridgepost Capital Inc. Class A filed as P10 INC 285,315 $3.1M Reduce -12.3% BUR Burford Capital Ltd. 203,658 $2.7M Add +8.6% NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 173,300 $2.4M Reduce -64.1% BRK.B Berkshire Hathaway Inc. Class B 5,100 $2.3M No change APO Apollo Global Management Inc. 15,800 $2.0M Add +14.5% SMWB Similarweb Ltd. 156,419 $1.4M No change UI Ubiquiti Inc. 5,929 $1.3M No change NET Cloudflare Inc. Class A 14,400 $1.2M No change BILL Bill Holdings Inc. 20,600 $1.1M No change PDD PDD Holdings Inc. 5,800 $782K Reduce -81.7% CART Maplebear Inc. 16,472 $671K No change
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ SE Sea Ltd.-ADR Sold out 0.00% −4.18 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −3.67 CPNG Coupang Inc. Sold out 0.00% −3.61 PDD PDD Holdings Inc. Reduce -81.7% 1.69% −3.29 KSPI JSC Kaspi.kz ADR Sold out 0.00% −3.23 TCOM Trip.com Group Ltd.-ADR Sold out 0.00% −2.86 JD Jd.com Inc.-ADR Sold out 0.00% −2.70 QFIN Qfin Holdings Inc.-ADR Sold out 0.00% −2.64 NU Nu Holdings Ltd./Cayman Isl-A Reduce -64.1% 5.11% −2.22 G Genpact Ltd. Sold out 0.00% −2.21 BEKE Ke Holdings Inc.-ADR Sold out 0.00% −2.01 FRSH Freshworks Inc. Class A Sold out 0.00% −1.94 ONC Beone Medicines Ltd.-ADR Sold out 0.00% −1.76 BILI Bilibili Inc.-Sponsored ADR Sold out 0.00% −1.75 LEGN Legend Biotech Corp.-ADR Sold out 0.00% −1.53 XP XP Inc. Class A Sold out 0.00% −1.47 WNS WNS Holdings Ltd. Sold out 0.00% −1.46 RPC Ridgepost Capital Inc. Class A Reduce -12.3% 6.60% +3.35 MELI MercadoLibre Inc. Reduce -40.6% 16.16% +4.26 KKR KKR & Co. Inc. Reduce -9.2% 15.26% +7.86
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ AMZN Amazon.com Inc. Add +2.4% 13.05% +5.83 XYZ Block Inc. Add +10.2% 7.86% +4.12 BUR Burford Capital Ltd. Add +8.6% 5.83% +2.95 APO Apollo Global Management Inc. Add +14.5% 4.26% +2.34
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 12,300 $6.7Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q3 2025 0 $0 Q2 2025 0 $0 Q1 2025 5 $4.6M MELI, AMZN, GOOG, KKR, BRK.B Q4 2024 15 $52.4M AMZN, MELI, GOOG, KKR, XYZ Q3 2024 16 $46.3M MELI, KKR, AMZN, XYZ, GOOG Q2 2024 31 $84.8M MELI, KKR, NU, AMZN, PDD Q1 2024 Amended 33 $112.3M MELI, NU, KKR, PDD, AMZN