Old Well Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Old Well Partners, LLC reported 5 stock positions worth $4.6 million. Its top holding was MercadoLibre (MELI) at 31.1% of the portfolio, followed by Amazon.com (AMZN, 24.7%) and Alphabet Class C (GOOG, 18.4%). Compared with Q4 2024, it sold out of 10 and reduced 5. The biggest sale was an exit from Block (XYZ).
- Most Recent 13F
- Q3 2025
- Location
- CHARLOTTE, NC
- CIK
- 0001802131
- Portfolio Value
- $4.6M (Q1 2025)
- SEC Filing
- 0001802131-25-000003 ↗ filed May 15, 2025
Holdings Value
Holdings 5 stocks · $4.6M
Portfolio Sells Q4 2024 → Q1 2025
| XYZ Block Inc. | Sold out | 0.00% | −7.66 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −6.94 |
| RPC Ridgepost Capital Inc. Class A | Sold out | 0.00% | −6.87 |
| BUR Burford Capital Ltd. | Sold out | 0.00% | −6.15 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −5.00 |
| SMWB Similarweb Ltd. | Sold out | 0.00% | −4.23 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −3.45 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −3.33 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −2.96 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −2.81 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -76.3% | 8.60% | +5.92 |
| KKR KKR & Co. Inc. | Reduce -82.9% | 17.12% | +5.99 |
| GOOG Alphabet Inc. Class C | Reduce -82.5% | 18.44% | +7.30 |
| AMZN Amazon.com Inc. | Reduce -81.2% | 24.73% | +11.56 |
| MELI MercadoLibre Inc. | Reduce -81.1% | 31.11% | +18.62 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||