Think Investments LP 13F Holdings
CIK 0001635999 · SAN FRANCISCO, CA
As of Sep 30, 2025, Think Investments LP reported 20 positions worth $756.6M in its SEC Form 13F filing.
Top 20 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| REDDIT INC | RDDT | Communication Services | 332,000 | $76.4M | 10.09% |
| AMAZON.COM INC | AMZN | Equity | 325,275 | $71.4M | 9.44% |
| TASKUS INC | TASK | Technology | 3,734,665 | $66.7M | 8.81% |
| SEMTECH CORP | SMTC | Technology | 820,400 | $58.6M | 7.75% |
| TTM TECHNOLOGIES INC | TTMI | Technology | 793,100 | $45.7M | 6.04% |
| GITLAB INC | GTLB | Technology | 988,200 | $44.5M | 5.89% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 242,548 | $43.4M | 5.73% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 18,300 | $42.8M | 5.65% |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 474,000 | $39.8M | 5.27% |
| ICICI BANK LTD | IBN | Financial Services | 1,292,200 | $39.1M | 5.16% |
| FUTU HOLDINGS LTD | FUTU | Financial Services | 222,800 | $38.7M | 5.12% |
| ATOUR LIFESTYLE HOLDINGS LTD | ATAT | Consumer Cyclical | 897,500 | $33.7M | 4.46% |
| SEA LTD | SE | Consumer Cyclical | 174,000 | $31.1M | 4.11% |
| SILICON MOTION TECHNOLOGY CORP | SIMO | Technology | 289,300 | $27.4M | 3.63% |
| CELESTICA INC | CLS | Technology | 98,800 | $24.3M | 3.22% |
| COMPASS INC | COMP | Technology | 2,637,700 | $21.2M | 2.80% |
| BROADCOM INC | AVGO | Technology | 47,300 |