$443 Million is the total value of Think Investments LP's 24 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $42,369,096 | -2.5% | 333,300 | 0.0% | 9.56% | +0.6% | |
| IBN | ICICI BANK LIMITEDadr | $36,992,000 | +0.2% | 1,600,000 | 0.0% | 8.35% | +3.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $34,990,916 | +4.1% | 403,400 | 0.0% | 7.90% | +7.4% | |
| CAR | AVIS BUDGET GROUP | $34,230,945 | -21.4% | 190,500 | 0.0% | 7.73% | -18.9% | |
| QCOM | QUALCOMM INC | $29,875,140 | -6.7% | 269,000 | 0.0% | 6.74% | -3.8% | |
| CTLT | CATALENT INC | $24,385,868 | +5.0% | 535,600 | 0.0% | 5.50% | +8.3% | |
| MELI | MERCADOLIBRE INC | $23,202,204 | +7.0% | 18,300 | 0.0% | 5.24% | +10.4% | |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $21,505,320 | +26.5% | 372,000 | -13.0% | 4.86% | +30.5% |
| SQ | Buy | BLOCK INCcl a | $20,948,258 | -24.4% | 473,300 | +13.7% | 4.73% | -22.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $19,798,992 | -35.8% | 150,163 | -41.1% | 4.47% | -33.7% |
| S | New | SENTINELONE INCcl a | $19,633,588 | – | 1,164,507 | +100.0% | 4.43% | – |
| TAL | TAL EDUCATION GROUPsponsored ads | $18,220,000 | +52.9% | 2,000,000 | 0.0% | 4.11% | +57.6% | |
| Buy | THOUGHTWORKS HOLDING INC | $17,625,845 | -13.9% | 4,320,060 | +59.3% | 3.98% | -11.2% | |
| TRIP | Buy | TRIPADVISOR INC | $15,270,180 | +14.3% | 921,000 | +13.7% | 3.45% | +17.9% |
| HDB | HDFC BANK LTDsponsored ads | $13,232,815 | -15.3% | 224,247 | 0.0% | 2.99% | -12.7% | |
| TASK | Sell | TASKUS INC | $12,363,836 | -47.7% | 1,191,121 | -42.9% | 2.79% | -46.0% |
| SE | SEA LTDsponsord ads | $11,958,795 | -24.3% | 272,100 | 0.0% | 2.70% | -21.9% | |
| New | FORTREA HLDGS INC | $11,041,458 | – | 386,200 | +100.0% | 2.49% | – | |
| KWEB | Sell | KRANESHARES TRcall | $10,948,000 | -18.7% | 400,000 | -20.0% | 2.47% | -16.1% |
| ZG | ZILLOW GROUP INCcl a | $10,446,506 | -9.0% | 233,233 | 0.0% | 2.36% | -6.1% | |
| BEKE | Sell | KE HLDGS INCsponsored ads | $6,706,192 | -54.9% | 432,100 | -56.9% | 1.51% | -53.5% |
| YTRA | Buy | YATRA ONLINE INC | $3,131,285 | +13.0% | 1,557,853 | +11.3% | 0.71% | +16.5% |
| FSR | New | FISKER INC | $2,099,340 | – | 327,000 | +100.0% | 0.47% | – |
| NEXTDOOR HOLDINGS INC | $1,964,830 | -44.2% | 1,079,577 | 0.0% | 0.44% | -42.3% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 33 | Q3 2023 | 28.5% |
| ALIBABA GROUP HLDG LTD | 32 | Q3 2023 | 20.8% |
| INSULET CORP | 25 | Q3 2021 | 20.5% |
| QUALCOMM INC | 23 | Q3 2023 | 11.4% |
| OASIS PETE INC NEW | 20 | Q4 2019 | 20.3% |
| ICICI BK LTD | 19 | Q3 2023 | 16.9% |
| MERCADOLIBRE INC | 19 | Q3 2023 | 12.2% |
| SEA LTD | 18 | Q3 2023 | 15.0% |
| ZILLOW GROUP INC | 15 | Q3 2023 | 5.2% |
| FUTU HLDGS LTD | 13 | Q3 2023 | 12.8% |
View Think Investments LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Think Investments LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.