Old Well Partners, LLC

CIK 1802131 · View on SEC EDGAR ↗

Portfolio value
$4.6M
#9,040 of 9,443 by 13F value · top 95.7%
Positions
5
As of
March 31, 2025 Data as of Q1 2025

Portfolio value QoQ: -91.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
5
Effective number of positions
4.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2025: 0.0% Est. buys $0 · sells $45,808,550

New positions
0
Increased
0
Decreased
5
Closed
10
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Performance vs S&P 500

Tracked Q4 2024–Q1 2025
-12.2%
S&P 500 total return (same window)
-6.5%
Excess return
-5.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.3% · Options excluded: 0.0%

Sector breakdown

Retail
55.8%
Communication Services
18.4%
Financial Services
17.1%
Other/Unmapped
8.6%

Full portfolio 5 positions

Type Streak 8Q trend
MELI MercadoLibre, Inc. - Common Stock $1,416,332 31.11% 726 $-5,126,961 Down ×1
AMZN Amazon.com, Inc. - Common Stock $1,125,768 24.73% 5,917 $-5,774,267 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $839,268 18.44% 5,372 $-4,997,718 Down ×1
KKR KKR & Co. Inc. Common Stock $779,327 17.12% 6,741 $-5,051,729 Down ×1
BRKB $391,446 8.60% 735 $-1,013,722 Down ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
MELI Trimmed -3K -$5.1M
BRKB Trimmed -2K -$1.0M

3 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XYZ March 31, 2025 47,200 $4,011,528 47.4%
PCOR March 31, 2025 48,500 $3,634,105 -5.8%
RPC March 31, 2025 285,315 $3,597,822 -25.5%
BUR March 31, 2025 252,858 $3,223,940 -67.3%
NU March 31, 2025 252,600 $2,616,936 41.5%
SMWB March 31, 2025 156,419 $2,216,457 -2.4%
WDAY March 31, 2025 7,000 $1,806,210 -16.3%
BILL March 31, 2025 20,600 $1,745,026 3.2%
NET March 31, 2025 14,400 $1,550,592 144.4%
UI March 31, 2025 4,429 $1,470,118 73.2%