Old Well Partners, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Old Well Partners, LLC disclosed 15 US equity positions worth $52.4m in its Q4 2024 13F filing. The largest position was AMZN at 13.2% of the reported book, followed by MELI and GOOG. Against the Q3 2024 filing, it opened 2 new positions, added to 4 and reduced 5 among the top 15 holdings.
What did Old Well Partners, LLC own in Q4 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 13.2% | $6.9m | 31,451 | -3% | reduced |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 12.5% | $6.5m | 3,848 | 5% | added |
| 3 | GOOG ALPHABET INC | Communication Services | 11.1% | $5.8m | 30,650 | 58% | added |
| 4 | KKR KKR & CO INC | Financial Services | 11.1% | $5.8m | 39,423 | -27% | reduced |
| 5 | XYZ BLOCK INC | Technology | 7.7% | $4.0m | 47,200 | -13% | reduced |
| 6 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.9% | $3.6m | 48,500 | – | new |
| 7 | RPC P10 INC | 6.9% | $3.6m | 285,315 | 0% | held | |
| 8 | BUR BURFORD CAP LTD | Financial Services | 6.2% | $3.2m | 252,858 | 24% | added |
| 9 | NU NU HLDGS LTD | Financial Services | 5.0% | $2.6m | 252,600 | 46% | added |
| 10 | SMWB SIMILARWEB LTD | Technology | 4.2% | $2.2m | 156,419 | 0% | held |
| 11 | WDAY WORKDAY INC | Technology | 3.4% | $1.8m | 7,000 | – | new |
| 12 | BILL BILL HOLDINGS INC | Technology | 3.3% | $1.7m | 20,600 | 0% | held |
| 13 | NET CLOUDFLARE INC | Technology | 3.0% | $1.6m | 14,400 | 0% | held |
| 14 | UI UBIQUITI INC | Technology | 2.8% | $1.5m | 4,429 | -25% | reduced |
| 15 | BRK/B BERKSHIRE HATHAWAY INC DEL | 2.7% | $1.4m | 3,100 | -39% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.