$281 Million is the total value of Think Investments LP's 13 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $40,121,000 | – | 386,000 | +100.0% | 14.28% | – |
| AAPL | New | APPLE INC | $39,980,000 | – | 362,200 | +100.0% | 14.23% | – |
| New | APPLE INC | $33,114,000 | – | 300,000 | +100.0% | 11.78% | – | |
| DOOR | New | MASONITE INTL CORP NEW | $30,908,000 | – | 502,900 | +100.0% | 11.00% | – |
| HTZ | New | HERTZ GLOBAL HOLDINGS INC | $27,202,000 | – | 1,090,700 | +100.0% | 9.68% | – |
| TARO | New | TARO PHARMACEUTICAL INDS LTD | $23,236,000 | – | 156,800 | +100.0% | 8.27% | – |
| SIX | New | SIX FLAGS ENTMT CORP NEW | $21,350,000 | – | 494,786 | +100.0% | 7.60% | – |
| BIDU | New | BAIDU INCspon adr rep a | $17,759,000 | – | 77,900 | +100.0% | 6.32% | – |
| ATHM | New | AUTOHOME INCsp adr rp cl a | $12,726,000 | – | 350,000 | +100.0% | 4.53% | – |
| TNET | New | TRINET GROUP INC | $12,692,000 | – | 405,758 | +100.0% | 4.52% | – |
| P | New | PANDORA MEDIA INC | $11,446,000 | – | 641,955 | +100.0% | 4.07% | – |
| ONVO | New | ORGANOVO HLDGS INC | $10,012,000 | – | 1,380,997 | +100.0% | 3.56% | – |
| UNIS | New | UNILIFE CORP NEW | $445,000 | – | 132,925 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-04-27
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.