- New Purchases: KVSB, CPNG, RKLB, PINS, DNMR, FRSH, FRSH, EDU,
- Added Positions: TAL,
- Reduced Positions: AFRM, WKHS, SNOW, FUTU,
- Sold Out: HGEN, HLF, VACQ, PLAN, DGNR, SPCE, PCT,
For the details of Think Investments LP's stock buys and sells, go to https://www.gurufocus.com/guru/think+investments+lp/current-portfolio/portfolio
These are the top 5 holdings of Think Investments LP- S&P 500 ETF TRUST ETF (SPY) - 500,000 shares, 24.67% of the total portfolio.
- Sea Ltd (SE) - 376,900 shares, 13.81% of the total portfolio.
- Insulet Corp (PODD) - 167,000 shares, 5.46% of the total portfolio.
- ICICI Bank Ltd (IBN) - 2,443,000 shares, 5.30% of the total portfolio.
- Amazon.com Inc (AMZN) - 13,500 shares, 5.10% of the total portfolio.
Think Investments LP initiated holding in Khosla Ventures Acquisition Co II. The purchase prices were between $9.86 and $11.5, with an estimated average price of $10.28. The stock is now traded at around $11.120000. The impact to a portfolio due to this purchase was 4.38%. The holding were 3,743,648 shares as of 2021-09-30.
New Purchase: Coupang Inc (CPNG)Think Investments LP initiated holding in Coupang Inc. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $29.825000. The impact to a portfolio due to this purchase was 4.14%. The holding were 1,292,100 shares as of 2021-09-30.
New Purchase: Rocket Lab USA Inc (RKLB)Think Investments LP initiated holding in Rocket Lab USA Inc. The purchase prices were between $9.96 and $20.72, with an estimated average price of $14.04. The stock is now traded at around $15.505000. The impact to a portfolio due to this purchase was 2.51%. The holding were 1,356,182 shares as of 2021-09-30.
New Purchase: Pinterest Inc (PINS)Think Investments LP initiated holding in Pinterest Inc. The purchase prices were between $50.37 and $80.29, with an estimated average price of $61.63. The stock is now traded at around $48.960000. The impact to a portfolio due to this purchase was 2.13%. The holding were 364,400 shares as of 2021-09-30.
New Purchase: Danimer Scientific Inc (DNMR)Think Investments LP initiated holding in Danimer Scientific Inc. The purchase prices were between $13.27 and $26.55, with an estimated average price of $18.54. The stock is now traded at around $14.635500. The impact to a portfolio due to this purchase was 1.01%. The holding were 535,000 shares as of 2021-09-30.
New Purchase: Freshworks Inc (FRSH)Think Investments LP initiated holding in Freshworks Inc. The purchase prices were between $42.27 and $47.55, with an estimated average price of $44.8. The stock is now traded at around $38.215000. The impact to a portfolio due to this purchase was 0.98%. The holding were 200,000 shares as of 2021-09-30.
Added: TAL Education Group (TAL)Think Investments LP added to a holding in TAL Education Group by 79.69%. The purchase prices were between $4.36 and $23.4, with an estimated average price of $9.01. The stock is now traded at around $4.525000. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,911,200 shares as of 2021-09-30.
Sold Out: Humanigen Inc (HGEN)Think Investments LP sold out a holding in Humanigen Inc. The sale prices were between $5.93 and $17.83, with an estimated average price of $14.12.
Sold Out: Herbalife Nutrition Ltd (HLF)Think Investments LP sold out a holding in Herbalife Nutrition Ltd. The sale prices were between $42.33 and $54.24, with an estimated average price of $49.56.
Sold Out: Vector Acquisition Corp (VACQ)Think Investments LP sold out a holding in Vector Acquisition Corp. The sale prices were between $10 and $11.6, with an estimated average price of $10.65.
Sold Out: Anaplan Inc (PLAN)Think Investments LP sold out a holding in Anaplan Inc. The sale prices were between $52.62 and $67.96, with an estimated average price of $59.58.
Sold Out: Dragoneer Growth Opportunities Corp (DGNR)Think Investments LP sold out a holding in Dragoneer Growth Opportunities Corp. The sale prices were between $9.1 and $9.99, with an estimated average price of $9.82.
Sold Out: Virgin Galactic Holdings Inc (SPCE)Think Investments LP sold out a holding in Virgin Galactic Holdings Inc. The sale prices were between $22.56 and $52.69, with an estimated average price of $29.83.
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