$115 Million is the total value of Old Well Partners, LLC's 35 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,786,530 | +2.7% | 5,100 | 0.0% | 1.55% | -1.3% | |
| NET | CLOUDFLARE INC | $1,525,568 | -3.6% | 24,200 | 0.0% | 1.32% | -7.4% | |
| APOLLO GLOBAL MGMT INC | $1,238,688 | +16.9% | 13,800 | 0.0% | 1.07% | +12.3% | ||
| OXY | OCCIDENTAL PETE CORP | $1,213,256 | +10.3% | 18,700 | 0.0% | 1.05% | +6.0% | |
| NCINO INC | $1,027,140 | +5.6% | 32,300 | 0.0% | 0.89% | +1.4% | ||
| CRM | SALESFORCE INC | $953,066 | -4.0% | 4,700 | 0.0% | 0.83% | -7.8% | |
| AMKR | AMKOR TECHNOLOGY INC | $542,400 | -24.0% | 24,000 | 0.0% | 0.47% | -27.0% | |
| NUVALENT INC | $266,626 | +9.0% | 5,800 | 0.0% | 0.23% | +4.5% | ||
| ZYMEWORKS INC | $121,728 | -26.6% | 19,200 | 0.0% | 0.11% | -29.3% | ||
| LIANBIOsponsored ads | $47,978 | -34.6% | 32,200 | 0.0% | 0.04% | -36.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCADOLIBRE INC | 16 | Q3 2023 | 13.3% |
| BILIBILI INC | 16 | Q3 2023 | 10.0% |
| GENPACT LIMITED | 16 | Q3 2023 | 5.9% |
| AMAZON COM INC | 16 | Q3 2023 | 4.7% |
| KKR & CO INC | 16 | Q3 2023 | 4.5% |
| SEA LTD | 15 | Q2 2023 | 14.2% |
| SQUARE INC | 15 | Q3 2023 | 3.0% |
| PINDUODUO INC | 14 | Q3 2023 | 11.3% |
| JD.COM INC | 14 | Q3 2023 | 8.6% |
| WNS HLDGS LTD | 14 | Q3 2023 | 5.8% |
View Old Well Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Old Well Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.