Old Well Partners as of June 30, 2020
Portfolio Holdings for Old Well Partners
Old Well Partners holds 29 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 13.3 | $17M | 17k | 985.75 | |
| Sea Sponsored Ads (SE) | 12.2 | $15M | 143k | 107.24 | |
| Bilibili Spons Ads Rep Z (BILI) | 10.0 | $13M | 272k | 46.32 | |
| Tal Education Group Sponsored Ads (TAL) | 8.7 | $11M | 160k | 68.38 | |
| Genpact SHS (G) | 5.9 | $7.4M | 204k | 36.52 | |
| Huazhu Group Sponsored Ads (HTHT) | 5.9 | $7.4M | 211k | 35.05 | |
| WNS HLDGS Spon Adr | 5.8 | $7.4M | 134k | 54.98 | |
| Headhunter Group Sponsored Ads | 4.7 | $5.9M | 252k | 23.38 | |
| Noah Hldgs Spon Ads Cl A (NOAH) | 4.6 | $5.8M | 230k | 25.47 | |
| Onesmart Intl Ed Group Sponsored Ads | 4.6 | $5.8M | 1.5M | 3.93 | |
| GDS HLDGS Sponsored Ads (GDS) | 3.3 | $4.2M | 53k | 79.66 | |
| Arco Platform Com Cl A | 3.2 | $4.1M | 93k | 43.48 | |
| Amazon (AMZN) | 2.8 | $3.5M | 1.3k | 2758.89 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.0M | 17k | 178.49 | |
| Ameresco Cl A (AMRC) | 2.0 | $2.5M | 90k | 27.78 | |
| Kkr & Co (KKR) | 1.7 | $2.2M | 70k | 30.87 | |
| Square Cl A (SQ) | 1.6 | $2.0M | 19k | 104.95 | |
| Carvana Cl A (CVNA) | 1.3 | $1.7M | 14k | 120.22 | |
| Uber Technologies (UBER) | 1.3 | $1.6M | 51k | 31.07 | |
| Ubiquiti (UI) | 1.2 | $1.6M | 9.0k | 174.55 | |
| Stitch Fix Com Cl A (SFIX) | 1.2 | $1.5M | 60k | 24.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $1.5M | 1.0k | 1413.26 | |
| Zillow Group Cl A (ZG) | 1.0 | $1.3M | 22k | 57.48 | |
| Vbi Vaccines Com New | 0.1 | $136k | 44k | 3.10 | |
| Agile Therapeutics | 0.1 | $71k | 26k | 2.76 | |
| Adma Biologics (ADMA) | 0.1 | $65k | 22k | 2.94 | |
| Leap Therapeutics | 0.0 | $33k | 16k | 2.09 | |
| Menlo Therapeutics | 0.0 | $31k | 18k | 1.70 | |
| Solid Biosciences | 0.0 | $29k | 10k | 2.89 |
