Basic Stats
| Portfolio Value | $ 576,901,955 |
| Current Positions | 21 |
Latest Holdings, Performance, AUM (from 13F, 13D)
Think Investments LP has disclosed 21 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 576,901,955 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Think Investments LP’s top holdings are Amazon.com, Inc. (US:AMZN) , TaskUs, Inc. (US:TASK) , MercadoLibre, Inc. (US:MELI) , ICICI Bank Limited - Depositary Receipt (Common Stock) (US:IBN) , and Reddit, Inc. (US:RDDT) . Think Investments LP’s new positions include First Solar, Inc. (US:FSLR) , The RealReal, Inc. (US:REAL) , . Think Investments LP’s top industries are "Lumber And Wood Products, Except Furniture" (sic 24) , "Electric, Gas, And Sanitary Services " (sic 49) , and "Security And Commodity Brokers, Dealers, Exchanges, And Services" (sic 62) .
Top Increases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|---|---|---|---|
| 0.69 | 31.00 | 5.3727 | 5.3727 | |
| 3.73 | 62.59 | 10.8498 | 2.2006 | |
| 0.06 | 9.60 | 1.6643 | 1.6643 | |
| 0.27 | 40.35 | 6.9947 | 1.5112 | |
| 0.02 | 47.83 | 8.2907 | 1.3272 | |
| 0.90 | 29.18 | 5.0577 | 1.2118 | |
| 0.35 | 26.26 | 4.5527 | 1.1069 | |
| 0.15 | 23.14 | 4.0103 | 1.0964 | |
| 0.26 | 26.81 | 4.6479 | 0.9082 | |
| 0.90 | 4.30 | 0.7452 | 0.7452 |
Top Decreases This Quarter
We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.
| Security | Shares (MM) |
Value (MM$) |
Portfolio % | ΔPortfolio % |
|---|---|---|---|---|
| 0.17 | 27.83 | 4.8240 | -3.7127 | |
| 0.24 | 27.51 | 4.7681 | -1.4876 | |
| 0.02 | 4.21 | 0.7296 | -0.9995 | |
| 1.29 | 43.47 | 7.5350 | -0.4095 | |
| 2.02 | 17.52 | 3.0370 | -0.3883 |
13D/G Filings
This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.
| File Date | Form | Security | Prev Shares |
Current Shares |
ΔShares % | % Ownership |
% ΔOwnership | |
|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | TASK / TaskUs, Inc. | 3,734,665 | 3,734,665 | 0.00 | 19.80 | 0.00 | ||
| 2024-11-14 | TWKS / Thoughtworks Holding, Inc. | 28,590,702 | 8.80 |
13F and Fund Filings
This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.
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| Security | Type | Avg Share Price | Shares (MM) |
ΔShares (%) |
ΔShares (%) |
Value ($MM) |
Portfolio (%) |
ΔPortfolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| AMZN / Amazon.com, Inc. | 0.33 | 0.00 | 71.36 | 15.31 | 12.3699 | 0.2987 | |||
| TASK / TaskUs, Inc. | 3.73 | 14.79 | 62.59 | 41.15 | 10.8498 | 2.2006 | |||
| MELI / MercadoLibre, Inc. | 0.02 | 0.00 | 47.83 | 33.97 | 8.2907 | 1.3272 | |||
| IBN / ICICI Bank Limited - Depositary Receipt (Common Stock) | 1.29 | 0.00 | 43.47 | 6.72 | 7.5350 | -0.4095 | |||
| RDDT / Reddit, Inc. | 0.27 | 0.00 | 40.35 | 43.54 | 6.9947 | 1.5112 | |||
| GTLB / GitLab Inc. | 0.69 | 31.00 | 5.3727 | 5.3727 | |||||
| FUTU / Futu Holdings Limited - Depositary Receipt (Common Stock) | 0.25 | 0.00 | 30.87 | 20.75 | 5.3515 | 0.3646 | |||
| ATAT / Atour Lifestyle Holdings Limited - Depositary Receipt (Common Stock) | 0.90 | 29.05 | 29.18 | 47.98 | 5.0577 | 1.2118 | |||
| SE / Sea Limited - Depositary Receipt (Common Stock) | 0.17 | -48.12 | 27.83 | -36.41 | 4.8240 | -3.7127 | |||
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) | 0.24 | 0.00 | 27.51 | -14.23 | 4.7681 | -1.4876 | |||
| PDD / PDD Holdings Inc. - Depositary Receipt (Common Stock) | 0.26 | 58.15 | 26.81 | 39.85 | 4.6479 | 0.9082 | |||
| SIMO / Silicon Motion Technology Corporation - Depositary Receipt (Common Stock) | 0.35 | 0.00 | 26.26 | 48.68 | 4.5527 | 1.1069 | |||
| CLS / Celestica Inc. | 0.15 | -21.82 | 23.14 | 54.86 | 4.0103 | 1.0964 | |||
| DKNG / DraftKings Inc. | 0.44 | 0.00 | 18.97 | 29.15 | 3.2890 | 0.4233 | |||
| SGH / SMART Global Holdings, Inc. | 0.90 | 0.00 | 17.92 | 14.05 | 3.1062 | 0.0414 | |||
| SNAP / Snap Inc. | 2.02 | 0.00 | 17.52 | -0.23 | 3.0370 | -0.3883 | |||
| FSLR / First Solar, Inc. | 0.06 | 9.60 | 1.6643 | 1.6643 | |||||
| CZR / Caesars Entertainment, Inc. | 0.30 | 0.00 | 8.52 | 13.56 | 1.4763 | 0.0134 | |||
| GOOG / Alphabet Inc. | 0.04 | 0.00 | 7.66 | 13.54 | 1.3272 | 0.0119 | |||
| REAL / The RealReal, Inc. | 0.90 | 4.30 | 0.7452 | 0.7452 | |||||
| CAR / Avis Budget Group, Inc. | 0.02 | -78.68 | 4.21 | -52.52 | 0.7296 | -0.9995 | |||
| TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock) | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| ZETA / Zeta Global Holdings Corp. | 0.00 | -100.00 | 0.00 | 0.0000 | |||||
| KGS / Kodiak Gas Services, Inc. | 0.00 | -100.00 | 0.00 | 0.0000 |
