$271 Million is the total value of Think Investments LP's 11 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $37,341,000 | -6.9% | 448,600 | +16.2% | 13.80% | -3.4% |
| DOOR | Buy | MASONITE INTL CORP NEW | $36,347,000 | +17.6% | 540,400 | +7.5% | 13.43% | +22.1% |
| ATHM | Buy | AUTOHOME INCsp adr rp cl a | $28,394,000 | +123.1% | 645,759 | +84.5% | 10.49% | +131.6% |
| TARO | Buy | TARO PHARMACEUTICAL INDS LTD | $23,593,000 | +1.5% | 167,289 | +6.7% | 8.72% | +5.4% |
| OASPQ | New | OASIS PETE INC NEW | $18,476,000 | – | 1,299,300 | +100.0% | 6.83% | – |
| EOG | New | EOG RES INC | $17,843,000 | – | 194,600 | +100.0% | 6.59% | – |
| BITA | New | BITAUTO HLDGS LTDsponsored ads | $11,266,000 | – | 221,415 | +100.0% | 4.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-15
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 | 2024-05-15 |
| 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 |
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.