Old Well Partners, LLC Portfolio Holdings by Sector
Old Well Partners, LLC
- $87 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
MELI AMZN PDD SE CPNG JD 6 stocks |
$29,330
33.71% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR PX BUR APO 4 stocks |
$13,108
15.06% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$6,693
7.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$6,220
7.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG SMWB 2 stocks |
$4,764
5.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ NET KKS.F 3 stocks |
$4,364
5.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM 1 stocks |
$3,111
3.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BGNE LEGN 2 stocks |
$2,786
3.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
FRSH BILL 2 stocks |
$2,725
3.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$2,425
2.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
QFIN 1 stocks |
$2,239
2.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,074
2.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
G 1 stocks |
$1,877
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
BEKE 1 stocks |
$1,707
1.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
BILI 1 stocks |
$1,485
1.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
XP 1 stocks |
$1,243
1.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
UI 1 stocks |
$863
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|