$316 Million is the total value of Think Investments LP's 10 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $65,837,000 | -7.0% | 92,000 | -22.8% | 20.81% | -27.1% |
| DOOR | Buy | MASONITE INTL CORP NEW | $47,413,000 | +14.2% | 716,854 | +13.1% | 14.98% | -10.5% |
| OASPQ | Buy | OASIS PETE INC NEW | $42,857,000 | +28.3% | 4,688,538 | +2.2% | 13.54% | +0.5% |
| PODD | INSULET CORP | $33,312,000 | -8.8% | 1,101,600 | 0.0% | 10.53% | -28.5% | |
| GLBL | New | TERRAFORM GLOBAL INCcl a | $25,698,000 | – | 7,882,919 | +100.0% | 8.12% | – |
| SIX | SIX FLAGS ENTMT CORP NEW | $25,208,000 | +4.4% | 435,000 | 0.0% | 7.97% | -18.2% | |
| PCLN | New | PRICELINE GRP INC | $23,220,000 | – | 18,600 | +100.0% | 7.34% | – |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $18,420,000 | +68.2% | 1,239,600 | +104.8% | 5.82% | +31.8% |
| SCTY | New | SOLARCITY CORP | $18,306,000 | – | 765,000 | +100.0% | 5.78% | – |
| SEIC | New | SEI INVESTMENTS CO | $16,141,000 | – | 335,500 | +100.0% | 5.10% | – |
| Exit | GRUBHUB INCcall | $0 | – | -433,300 | -100.0% | -4.39% | – | |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -250,500 | -100.0% | -7.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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 | 2024-02-14 |
| 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.