2025 Q3 Portfolio Activity
In 2025 Q3, Old Well Partners, LLC maintained a portfolio of 5 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
5
Quarter
2025 Q3
Top Holding
MELI (31.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Old Well Partners, LLC Full Holdings List — 2025 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 31.11% | 31.11% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
726 | $1,416,332 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 24.73% | 24.73% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
5,917 | $1,125,768 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 18.44% | 18.44% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
5,372 | $839,268 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
KKR
KKR & CO INC
|
Financial Services | 17.12% | 17.12% |
#4
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
6,741 | $779,327 | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.60% | 8.60% |
#5
Prev: #5
|
4.9 |
—
|
no change | no change |
P
S
|
735 | $391,446 | 2020 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-5 of 5 holdings