TI
| |
Think Investments LP13F | |
| Think Investments LP | |
| Last update 2025-05-15 | 21 Stocks (5 new) |
| Value $513.00 Mil | Turnover 22 % |
Think Investments LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 325,275 | 61,886.8 | 0% | 12.070 | 0% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
TASK | TaskUs Inc | 3,253,358 | 44,343.3 | +12.90% | 8.650 | +0.99% | 3.660 | +35.04% | -0.59% | 1,495.4 | Software | |
SE | Sea Ltd | 335,400 | 43,766.3 | 0% | 8.540 | 0% | 0.060 | +25.85% | +39.74% | 87,772.9 | Retail - Cyclical | |
IBN | ICICI Bank Ltd | 1,292,200 | 40,730.1 | 0% | 7.940 | 0% | 0.040 | +6.19% | +11.45% | 118,746.7 | Banks | |
MELI | MercadoLibre Inc | 18,300 | 35,700.9 | 0% | 6.960 | 0% | 0.040 | +19.55% | +40.40% | 121,037.4 | Retail - Cyclical | |
BABA | Alibaba Group Holding Ltd | 242,548 | 32,072.1 | 0% | 6.260 | 0% | 0.010 | +0.74% | +27.99% | 254,630.7 | Retail - Cyclical | |
RDDT | Reddit Inc | 268,000 | 28,113.2 | +10.29% | 5.480 | +0.51% | 0.150 | +43.93% | -10.92% | 26,864.4 | Interactive Media | |
FUTU | Futu Holdings Ltd | 249,800 | 25,567.0 | 0% | 4.990 | 0% | 0.180 | +86.58% | +87.51% | 20,883.1 | Capital Markets | |
KGS | Kodiak Gas Services Inc | 634,794 | 23,677.8 | New Holding | 4.620 | +4.62% | 0.720 | +0.03% | -19.54% | 2,823.8 | Oil & Gas | |
ATAT | Atour Lifestyle Holdings Ltd | 695,487 | 19,717.1 | +264.13% | 3.850 | +2.79% | 0.500 | +61.83% | +33.66% | 4,900.2 | Travel & Leisure |
Think Investments LP's Historical Top Holdings Breakdowns
Think Investments LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KGS | Kodiak Gas Services Inc | 2025-03-31 | New Buy New Buy | +4.62% | 33.26 ($42.63) 49.66 | $32.14 | -24.61% | New holding | 634,794 | 634,794 | |
SNAP | Snap Inc | 2025-03-31 | Reduce Reduce | -4.37% | 8.37 ($10.43) 12.57 | $9.11 | -12.66% | Reduce -47.77% | 2,016,200 | -1,843,700 | |
PDD | PDD Holdings Inc | 2025-03-31 | New Buy New Buy | +3.74% | 94.68 ($114.76) 131.34 | $104.91 | -8.58% | New holding | 162,000 | 162,000 | |
ZETA | Zeta Global Holdings Corp | 2025-03-31 | New Buy New Buy | +3.73% | 13.56 ($17.87) 24.69 | $14.00 | -21.66% | New holding | 1,410,457 | 1,410,457 | |
APLD | Applied Digital Corp | 2025-03-31 | Sold Out Sold Out | -3.46% | 5.62 ($7.85) 10.65 | $9.18 | 16.94% | Sold Out | 0 | -2,060,136 | |
TCOM | Trip.com Group Ltd | 2025-03-31 | New Buy New Buy | +2.95% | 56.68 ($65.47) 73.5 | $61.92 | -5.42% | New holding | 238,000 | 238,000 | |
CLS | Celestica Inc | 2025-03-31 | New Buy New Buy | +2.91% | 78.81 ($106.09) 143.67 | $161.03 | 51.79% | New holding | 189,558 | 189,558 | |
ATAT | Atour Lifestyle Holdings Ltd | 2025-03-31 | Add Add | +2.79% | 24.99 ($28.55) 32.17 | $35.46 | 24.20% | Add 264.13% | 695,487 | 504,487 | |
BZ | Kanzhun Ltd | 2025-03-31 | Sold Out Sold Out | -1.31% | 12.92 ($16.28) 20.56 | $18.52 | 13.76% | Sold Out | 0 | -432,906 | |
TASK | TaskUs Inc | 2025-03-31 | Add Add | +0.99% | 12.9 ($15.04) 17.21 | $16.84 | 11.97% | Add 12.9% | 3,253,358 | 371,845 |
Think Investments LP Total Holding History ($B)
Think Investments LP's Asset Allocation
Think Investments LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Think Investments LP's Hypothetical Growth since 2025-03-31
Think Investments LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Think Investments LP's Holdings Heat Map
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Think Investments LP's Holdings Bubble Chart
Think Investments LP News
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