OWP

Old Well Partners Portfolio holdings

AUM $4.55M
1-Year Est. Return 27.34%
This Quarter Est. Return
1 Year Est. Return
+27.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$7.48M
3
+$4.85M
4
STNE icon
StoneCo
STNE
+$2.33M
5
PDD icon
Pinduoduo
PDD
+$2.28M

Top Sells

1
+$13.2M
2
+$9.93M
3
+$8.07M
4
SE icon
Sea Limited
SE
+$5.48M
5
VYGG.U
Vy Global Growth Units, each consisting of one Class A Ordinary Share, and one fifth of one Warrant to acquire one Class A Ordinary Share
VYGG.U
+$5.12M

Sector Composition

1 Consumer Discretionary 37.69%
2 Technology 25.2%
3 Healthcare 15.48%
4 Financials 10.95%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,074,777
52
– –
-4,520
1 2
3