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Old Well Partners, LLC Historic Quarter Change: USA Stocks, New

Old Well Partners, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Old Well Partners, LLC opened 5 positions, added to 15, reduced 32 and sold out of 34.

  • Q4 2024: Stock PCOR; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock WDAY; Country of operation United States; Class CL A; Shares before 0.
  • Q2 2024: Stock BUR; Country of operation Guernsey; Class ORD SHS; Shares before 0.
  • Q1 2024: Stock WNS; Country of operation —; Class COM SHS; Shares before 0.

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
Q4 2024PCOR
PROCORE TECHNOLOGIES INC
United StatesCOM048,500+48,500$0$3,634,105+$3,634,1052025-02-14
Q4 2024WDAY
WORKDAY INC
United StatesCL A07,000+7,000$0$1,806,210+$1,806,2102025-02-14
Q2 2024BUR
BURFORD CAP LTD
GuernseyORD SHS0187,558+187,558$0$2,447,632+$2,447,6322024-08-14
Q1 2024WNS
WNS HLDGS LTD
COM SHS038,273+38,273$0$1,933,935+$1,933,9352024-05-15
Q1 2024CART
MAPLEBEAR INC
United StatesCOM016,472+16,472$0$614,241+$614,2412024-05-15

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