Old Well Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Old Well Partners, LLC reported 15 stock positions worth $52.4 million. Its top holding was Amazon.com (AMZN) at 13.2% of the portfolio, followed by MercadoLibre (MELI, 12.5%) and Alphabet Class C (GOOG, 11.1%). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 4 and reduced 5. The biggest buy was a new position in Procore Technologies (PCOR) and the biggest sale an exit from Apollo Global Management (APO).
- Most Recent 13F
- Q3 2025
- Location
- CHARLOTTE, NC
- CIK
- 0001802131
- Portfolio Value
- $52.4M (Q4 2024)
- SEC Filing
- 0001802131-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $52.4M
| AMZN Amazon.com Inc. | 13.17% | 31,451 | $6.9M | Reduce -3.1% |
| MELI MercadoLibre Inc. | 12.49% | 3,848 | $6.5M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 11.14% | 30,650 | $5.8M | Add +58.4% |
| KKR KKR & Co. Inc. | 11.13% | 39,423 | $5.8M | Reduce -27.2% |
| XYZ Block Inc. | 7.66% | 47,200 | $4.0M | Reduce -12.9% |
| PCOR Procore Technologies Inc. | 6.94% | 48,500 | $3.6M | New |
| RPC Ridgepost Capital Inc. Class A filed as P10 INC | 6.87% | 285,315 | $3.6M | No change |
| BUR Burford Capital Ltd. | 6.15% | 252,858 | $3.2M | Add +24.2% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.00% | 252,600 | $2.6M | Add +45.8% |
| SMWB Similarweb Ltd. | 4.23% | 156,419 | $2.2M | No change |
| WDAY Workday Inc. Class A | 3.45% | 7,000 | $1.8M | New |
| BILL Bill Holdings Inc. | 3.33% | 20,600 | $1.7M | No change |
| NET Cloudflare Inc. Class A | 2.96% | 14,400 | $1.6M | No change |
| UI Ubiquiti Inc. | 2.81% | 4,429 | $1.5M | Reduce -25.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.68% | 3,100 | $1.4M | Reduce -39.2% |
Portfolio Sells Q3 2024 → Q4 2024
| APO Apollo Global Management Inc. | Sold out | 0.00% | −4.26 |
| KKR KKR & Co. Inc. | Reduce -27.2% | 11.13% | −4.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -39.2% | 2.68% | −2.39 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −1.69 |
| CART Maplebear Inc. | Sold out | 0.00% | −1.45 |
| XYZ Block Inc. | Reduce -12.9% | 7.66% | −0.20 |
| UI Ubiquiti Inc. | Reduce -25.3% | 2.81% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 13.17% | +0.12 |