$335 Million is the total value of Think Investments LP's 14 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 250.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | ISHARES TRput | $87,402,000 | – | 700,000 | +100.0% | 26.07% | – | |
OASPQ | Buy | OASIS PETE INC NEW | $23,414,000 | +26.7% | 1,477,200 | +13.7% | 6.98% | +2.3% |
New | GREENBRIER COS INCput | $14,055,000 | – | 300,000 | +100.0% | 4.19% | – | |
SCTY | New | SOLARCITY CORP | $10,924,000 | – | 204,000 | +100.0% | 3.26% | – |
FMSA | New | FMSA HLDGS INC | $7,048,000 | – | 860,531 | +100.0% | 2.10% | – |
ONVO | Buy | ORGANOVO HLDGS INC | $6,810,000 | +44.5% | 1,806,377 | +35.7% | 2.03% | +16.7% |
FIT | New | FITBIT INCcl a | $1,912,000 | – | 50,000 | +100.0% | 0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
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.