$232 Million is the total value of Think Investments LP's 7 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $57,188,000 | -13.1% | 68,300 | -25.8% | 24.70% | +18.7% |
| OASPQ | Sell | OASIS PETE INC NEW | $42,837,000 | -0.0% | 3,734,700 | -20.3% | 18.50% | +36.6% |
| PODD | Sell | INSULET CORP | $35,564,000 | +6.8% | 868,676 | -21.1% | 15.36% | +45.9% |
| DOOR | Sell | MASONITE INTL CORP NEW | $34,833,000 | -26.5% | 560,283 | -21.8% | 15.05% | +0.4% |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $29,255,000 | +58.8% | 1,239,600 | 0.0% | 12.64% | +117.0% | |
| SEIC | Buy | SEI INVESTMENTS CO | $19,571,000 | +21.3% | 429,100 | +27.9% | 8.45% | +65.7% |
| GLBL | Sell | TERRAFORM GLOBAL INCcl a | $12,269,000 | -52.3% | 2,985,200 | -62.1% | 5.30% | -34.8% |
| SCTY | Exit | SOLARCITY CORP | $0 | – | -765,000 | -100.0% | -5.78% | – |
| PCLN | Exit | PRICELINE GRP INC | $0 | – | -18,600 | -100.0% | -7.34% | – |
| SIX | Exit | SIX FLAGS ENTMT CORP NEW | $0 | – | -435,000 | -100.0% | -7.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
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.