Think Investments Lp Top Holdings and 13F Report (2025) About Think Investments LpInvestment ActivityThink Investments Lp has $454.51 million in total holdings as of December 31, 2024.Think Investments Lp owns shares of 18 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.67% of the portfolio was purchased this quarter.About 34.35% of the portfolio was sold this quarter.This quarter, Think Investments Lp has purchased 17 new stocks and bought additional shares in 2 stocks.Think Investments Lp sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $71,362,082TaskUs $48,812,830Snap $41,571,123REDDIT INC $39,715,920ICICI Bank $38,585,092 Largest New Holdings this Quarter SMART Global $17,359,025 HoldingDraftKings $16,457,280 HoldingAtour Lifestyle $5,135,990 Holding Largest Purchases this Quarter SMART Global 904,587 shares (about $17.36M)DraftKings 442,400 shares (about $16.46M)TaskUs 364,608 shares (about $6.18M)Atour Lifestyle 191,000 shares (about $5.14M)Applied Digital 441,291 shares (about $3.37M) Largest Sales this Quarter REDDIT INC 280,400 shares (about $45.83M)Avis Budget Group 190,500 shares (about $15.36M)Futu 95,555 shares (about $7.64M)Snap 630,600 shares (about $6.79M)SEA 47,000 shares (about $4.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThink Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$71,362,0820.0%325,27515.7%Retail/WholesaleTASKTaskUs$48,812,830$6,176,459 ▲14.5%2,881,51310.7%Computer and TechnologySNAPSnap$41,571,123$6,791,562 ▼-14.0%3,859,9009.1%Computer and TechnologyREDDIT INC$39,715,920$45,828,576 ▼-53.6%243,0008.7%CL AIBNICICI Bank$38,585,0920.0%1,292,2008.5%FinanceSESEA$35,585,940$4,986,700 ▼-12.3%335,4007.8%Computer and TechnologyMELIMercadoLibre$31,118,0520.0%18,3006.8%Retail/WholesaleBABAAlibaba Group$20,565,645$3,039,891 ▼-12.9%242,5484.5%Retail/WholesaleFUTUFutu$19,981,502$7,643,444 ▼-27.7%249,8004.4%Business ServicesSIMOSilicon Motion Technology$18,885,0700.0%349,4004.2%Computer and TechnologySGHSMART Global$17,359,025$17,359,025 ▲New Holding904,5873.8%Computer and TechnologyDKNGDraftKings$16,457,280$16,457,280 ▲New Holding442,4003.6%Consumer DiscretionaryAPLDApplied Digital$15,739,439$3,371,463 ▲27.3%2,060,1363.5%FinanceCZRCaesars Entertainment$10,026,0000.0%300,0002.2%Consumer DiscretionaryCARAvis Budget Group$9,415,248$15,356,205 ▼-62.0%116,8002.1%TransportationGOOGAlphabet$8,219,9620.0%43,1631.8%Computer and TechnologyBZKanzhun$5,974,1030.0%432,9061.3%Computer and TechnologyATATAtour Lifestyle$5,135,990$5,135,990 ▲New Holding191,0001.1%Consumer DiscretionaryTWKSThoughtworks$0$63,709,880 ▼-100.0%00.0%Business ServicesBLOCK INC$0$8,780,604 ▼-100.0%00.0%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
