$341 Million is the total value of Think Investments LP's 18 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 160.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | AUTODESK INCcall | $39,726,000 | – | 900,000 | +100.0% | 11.64% | – | |
| AMZN | New | AMAZON COM INC | $31,737,000 | – | 62,000 | +100.0% | 9.30% | – |
| AAPL | Buy | APPLE INC | $31,358,000 | +9.8% | 284,300 | +24.8% | 9.19% | +7.8% |
| TARO | Buy | TARO PHARMACEUTICAL INDS LTD | $31,221,000 | +29.9% | 218,500 | +30.6% | 9.15% | +27.6% |
| PODD | New | INSULET CORP | $28,542,000 | – | 1,101,600 | +100.0% | 8.36% | – |
| XBI | New | SPDR SERIES TRUSTs&p biotech | $22,410,000 | – | 360,000 | +100.0% | 6.57% | – |
| OASPQ | Buy | OASIS PETE INC NEW | $21,463,000 | -8.3% | 2,472,700 | +67.4% | 6.29% | -10.0% |
| ATHM | Buy | AUTOHOME INCsp adr rp cl a | $17,088,000 | +8.0% | 525,300 | +67.8% | 5.01% | +6.1% |
| MIK | New | MICHAELS COS INC | $17,013,000 | – | 736,483 | +100.0% | 4.98% | – |
| X | New | UNITED STATES STL CORP NEW | $10,420,000 | – | 1,000,000 | +100.0% | 3.05% | – |
| ASHR | New | DBX ETF TRdbxtr har cs 300 | $6,468,000 | – | 200,000 | +100.0% | 1.90% | – |
| ONVO | Buy | ORGANOVO HLDGS INC | $6,374,000 | -6.4% | 2,378,249 | +31.7% | 1.87% | -8.0% |
| CLF | New | CLIFFS NAT RES INC | $2,684,000 | – | 1,100,000 | +100.0% | 0.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-17
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.