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Old Well Partners, LLC Historic Quarter Change: Foreign Stocks, Added

Old Well Partners, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 7 quarters from 2023-12-31 to 2025-09-30, Old Well Partners, LLC opened 3 positions, added to 4, reduced 12 and sold out of 13.

  • Q1 2024: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 84,700.
  • Q1 2024: Stock ONC; Country of operation —; Class SPONSORED ADR; Shares before 9,638.
  • Q1 2024: Stock BEKE; Country of operation —; Class SPONSORED ADS; Shares before 284,501.
  • Q1 2024: Stock JD; Country of operation —; Class SPON ADR CL A; Shares before 113,517.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802131), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024SE
SEA LTD
SingaporeSPONSORD ADS84,700105,900+21,200$3,430,350$5,687,889+$2,257,5392024-05-15
Q1 2024ONC
BEIGENE LTD
SPONSORED ADR9,63818,038+8,400$1,738,310$2,820,963+$1,082,6532024-05-15
Q1 2024BEKE
KE HLDGS INC
SPONSORED ADS284,501302,501+18,000$4,611,761$4,153,339-$458,4222024-05-15
Q1 2024JD
JD.COM INC
SPON ADR CL A113,517123,517+10,000$3,279,506$3,383,131+$103,6252024-05-15

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