- New Purchases: IBN, MELI, ROKU,
- Added Positions: QCOM,
- Reduced Positions: PODD, BABA, BEST,
- Sold Out: FTV, PTE,
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- Amazon.com Inc (AMZN) - 26,500 shares, 21.92% of the total portfolio.
- Alibaba Group Holding Ltd (BABA) - 208,900 shares, 17.70% of the total portfolio. Shares reduced by 17.72%
- ICICI Bank Ltd (IBN) - 2,877,100 shares, 15.31% of the total portfolio. New Position
- Insulet Corp (PODD) - 245,600 shares, 10.85% of the total portfolio. Shares reduced by 30.5%
- MercadoLibre Inc (MELI) - 37,500 shares, 8.84% of the total portfolio. New Position
Think Investments LP initiated holding in ICICI Bank Ltd. The purchase prices were between $9.5 and $11.46, with an estimated average price of $10.38. The stock is now traded at around $10.86. The impact to a portfolio due to this purchase was 15.31%. The holding were 2,877,100 shares as of .
New Purchase: MercadoLibre Inc (MELI)Think Investments LP initiated holding in MercadoLibre Inc. The purchase prices were between $292.85 and $507.93, with an estimated average price of $395.73. The stock is now traded at around $588.46. The impact to a portfolio due to this purchase was 8.84%. The holding were 37,500 shares as of .
New Purchase: Roku Inc (ROKU)Think Investments LP initiated holding in Roku Inc. The purchase prices were between $30.1 and $74.12, with an estimated average price of $52.91. The stock is now traded at around $81.89. The impact to a portfolio due to this purchase was 5.09%. The holding were 169,800 shares as of .
Added: Qualcomm Inc (QCOM)Think Investments LP added to a holding in Qualcomm Inc by 20.11%. The purchase prices were between $49.4 and $58, with an estimated average price of $54.01. The stock is now traded at around $83.68. The impact to a portfolio due to this purchase was 1.27%. The holding were 286,033 shares as of .
Sold Out: Fortive Corp (FTV)Think Investments LP sold out a holding in Fortive Corp. The sale prices were between $64.63 and $84.22, with an estimated average price of $77.11.
Sold Out: PolarityTE Inc (PTE)Think Investments LP sold out a holding in PolarityTE Inc. The sale prices were between $10.27 and $17.72, with an estimated average price of $14.81.
Here is the complete portfolio of Think Investments LP. Also check out:
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