Universe · entity
Think Investments LP
Institutional manager (13F) · CIK 1635999
13F holdings · as of 2026-03-31 · top 30 · reported portfolio $742M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $79M | 377,275 |
| 2 | MARVELL TECHNOLOGY INC | $51M | 514,600 |
| 3 | ALIBABA GROUP HLDG LTD | $40M | 320,500 |
| 4 | CELESTICA INC | $38M | 135,400 |
| 5 | CIRCLE INTERNET GROUP INC | $35M | 364,700 |
| 6 | ICICI BANK LIMITED | $33M | 1,292,200 |
| 7 | ATOUR LIFESTYLE HLDGS LTD | $33M | 897,500 |
| 8 | TOWER SEMICONDUCTOR LTD | $33M | 185,400 |
| 9 | MERCADOLIBRE INC | $32M | 18,300 |
| 10 | FUTU HLDGS LTD | $31M | 228,700 |
| 11 | ROCKET COS INC | $29M | 2,031,500 |
| 12 | REDDIT INC | $27M | 198,382 |
| 13 | TASKUS INC | $25M | 3,734,665 |
| 14 | ORGANON & CO | $24M | 4,000,000 |
| 15 | XP INC | $22M | 1,132,200 |
| 16 | BRUKER CORP | $20M | 550,000 |
| 17 | META PLATFORMS INC | $19M | 34,000 |
| 18 | SEMTECH CORP | $17M | 217,200 |
| 19 | BLACK HILLS CORP | $16M | 237,500 |
| 20 | AEVA TECHNOLOGIES INC | $16M | 1,200,000 |
| 21 | SHAKE SHACK INC | $16M | 178,100 |
| 22 | SEA LTD | $14M | 174,000 |
| 23 | ELECTRONIC ARTS INC | $14M | 70,000 |
| 24 | SCHWAB CHARLES CORP | $14M | 146,000 |
| 25 | GOLDMAN SACHS GROUP INC | $14M | 16,000 |
| 26 | MICROSOFT CORP | $13M | 35,000 |
| 27 | CITIGROUP INC | $12M | 107,000 |
| 28 | MORGAN STANLEY | $11M | 67,800 |
| 29 | BOSTON SCIENTIFIC CORP | $9M | 136,000 |
| 30 | COMPASS INC | $6M | 816,600 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.