TI

Think Investments LP

13F
Think Investments LP
Last update 2025-02-16 18 Stocks (3 new)
Value $455.00 Mil Turnover 11 %
Countries:
Top Holdings: AMZN(15.70%)TASK(10.74%)SNAP(9.15%)RDDT(8.74%)IBN(8.49%)
Summary Stock Picks Current Portfolio
Think Investments LP Top Holdings of 2024-12-31 View Full List
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
71,362.1
0%
15.700
0%
0.000
-15.75%
-12.00%
2,049,593.0
Retail - Cyclical
TASK 		TaskUs Inc
2,881,513
48,812.8
+14.49%
10.740
+1.36%
3.230
+2.74%
-0.53%
1,520.6
Software
SNAP 		Snap Inc
3,859,900
41,571.1
-14.04%
9.150
-1.32%
0.230
-24.45%
-23.40%
13,787.2
Interactive Media
RDDT 		Reddit Inc
243,000
39,715.9
-53.57%
8.740
-3.61%
0.130
-51.84%
-33.64%
20,013.1
Interactive Media
IBN 		ICICI Bank Ltd
1,292,200
38,585.1
0%
8.490
0%
0.040
+13.65%
+8.20%
115,145.1
Banks
SE 		Sea Ltd
335,400
35,585.9
-12.29%
7.830
-0.87%
0.060
+13.15%
+31.17%
82,391.4
Retail - Cyclical
MELI 		MercadoLibre Inc
18,300
31,118.0
0%
6.850
0%
0.040
+22.71%
+44.08%
124,208.6
Retail - Cyclical
BABA 		Alibaba Group Holding Ltd
242,548
20,565.7
-12.88%
4.520
-0.74%
0.010
+21.08%
+47.81%
298,978.5
Retail - Cyclical
FUTU 		Futu Holdings Ltd
249,800
19,981.5
-27.67%
4.400
-1.79%
0.180
-3.12%
+27.94%
14,248.8
Capital Markets
SIMO 		Silicon Motion Technology Corp
349,400
18,885.1
0%
4.160
0%
1.040
+3.31%
+0.92%
1,819.5
Semiconductors

Think Investments LP's Historical Top Holdings Breakdowns

Think Investments LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TWKS 		Thoughtworks Holding Inc2024-12-31Sold Out
-12.45%
●
4.41 ($4.44) 4.49
$4.47
0.68%
Sold Out
0
-14,414,000
PENG 		Penguin Solutions Inc2024-12-31New Buy
+3.82%
●
15.03 ($18.21) 20.85
$17.61
-3.29%
New holding
904,587
904,587
DKNG 		DraftKings Inc2024-12-31New Buy
+3.62%
●
35.32 ($39.7) 44.84
$36.23
-8.74%
New holding
442,400
442,400
RDDT 		Reddit Inc2024-12-31Reduce
-3.61%
●
67.47 ($124.37) 178.1
$108.46
-12.79%
Reduce -53.57%
243,000
-280,400
CAR 		Avis Budget Group Inc2024-12-31Reduce
-3.26%
●
77.47 ($91.27) 109.07
$104.13
14.09%
Reduce -61.99%
116,800
-190,500
FUTU 		Futu Holdings Ltd2024-12-31Reduce
-1.79%
●
79.99 ($93.37) 128.93
$102.34
9.61%
Reduce -27.67%
249,800
-95,555
XYZ 		Block Inc2024-12-31Sold Out
-1.72%
●
65.06 ($82.29) 98.92
$50.36
-38.80%
Sold Out
0
-130,800
TASK 		TaskUs Inc2024-12-31Add
+1.36%
●
11.64 ($14.36) 18.94
$16.85
17.34%
Add 14.49%
2,881,513
364,608
SNAP 		Snap Inc2024-12-31Reduce
-1.32%
●
9.98 ($11.29) 12.86
$8.25
-26.93%
Reduce -14.04%
3,859,900
-630,600
ATAT 		Atour Lifestyle Holdings Ltd2024-12-31New Buy
+1.13%
●
24.83 ($26.88) 29.45
$28.46
5.88%
New holding
191,000
191,000

Think Investments LP Total Holding History ($B)

To

Think Investments LP's Asset Allocation

To

Think Investments LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Think Investments LP's Hypothetical Growth since 2024-12-31

Think Investments LP's Yearly Returns

Year Portfolio % % Excess Gain %

Think Investments LP's Holdings Heat Map

Size field:

Think Investments LP's Holdings Bubble Chart

Think Investments LP News

  • 1

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