Old Well Partners, LLC Portfolio Holdings by Sector
Old Well Partners, LLC
- $110 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
MELI PDD AMZN SE CPNG JD 6 stocks |
$38,018
34.65% of portfolio
|
  3  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR PX APO 3 stocks |
$10,653
9.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
NU 1 stocks |
$8,859
8.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
FRSH BILL CRM 3 stocks |
$5,789
5.28% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
BGNE LEGN 2 stocks |
$5,175
4.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SQ NET 2 stocks |
$4,980
4.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
QFIN 1 stocks |
$4,592
4.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG SMWB 2 stocks |
$4,353
3.97% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
BEKE 1 stocks |
$4,153
3.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$3,800
3.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM AMKR 2 stocks |
$3,494
3.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$3,438
3.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
G 1 stocks |
$3,223
2.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
XP 1 stocks |
$2,820
2.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
BILI 1 stocks |
$2,225
2.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,144
1.95% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$1,332
1.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
UI 1 stocks |
$686
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|