Old Well Partners, LLC
CIK
1802131
Location
CHARLOTTE, NC
Portfolio Value
Micro
$3,712,872
Diversification
Highly concentrated
Filing Date
Global Rank
#7,829
/ 7,988
▼ 1277
· as of Mar 2025
Top Industry
Internet Retail
68.5%
3Y Alpha vs SPY
-10.5%
Period ended 1 year ago
Filed May 15, 2025 · 1y
21 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+37.0%
SPY
+76.5%
Annualised alpha
-9.8%
Max drawdown
−30.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
4 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
38.1%
+23.3 pts
Top 5
100.0%
+42.2 pts
Top 10
100.0%
+13.3 pts
HHI
2,926
Highly concentrated+1,996
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 68.5% | $2,542,099 |
| Financial Services | 31.5% | $1,170,773 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XYZ | Block, Inc. | 47,200 | $4,011,528 | |
| PCOR | Procore Technologies, Inc. | 48,500 | $3,634,105 | |
| RPC | Ridgepost Capital, Inc. | 285,315 | $3,597,822 | |
| BUR | Burford Capital Ltd | 252,858 | $3,223,939 | |
| NU | Nu Holdings Ltd. | 252,600 | $2,616,936 | |
| SMWB | Similarweb Ltd. | 156,419 | $2,216,457 | |
| WDAY | Workday, Inc. | 7,000 | $1,806,210 | |
| BILL | BILL Holdings, Inc. | 20,600 | $1,745,026 | |
| NET | Cloudflare, Inc. | 14,400 | $1,550,592 | |
| UI | Ubiquiti Inc. | 4,429 | $1,470,117 | |
| No positions match the current search. | ||||
4 positions ·
$3,712,872 total
· as of Mar 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 726 | $1,416,331 | 38.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 5,917 | $1,125,768 | 30.32% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 6,741 | $779,327 | 20.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 735 | $391,446 | 10.54% |