$190 Million is the total value of Think Investments LP's 8 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $37,767,000 | -20.4% | 42,600 | -32.7% | 19.85% | -5.3% |
| PODD | INSULET CORP | $37,431,000 | +14.4% | 868,676 | 0.0% | 19.67% | +36.1% | |
| JD | New | JD COM INCspon adr cl a | $28,652,000 | – | 921,000 | +100.0% | 15.06% | – |
| OASPQ | Sell | OASIS PETE INC NEW | $28,121,000 | -38.7% | 1,972,000 | -34.9% | 14.78% | -27.0% |
| QSR | New | RESTAURANT BRANDS INTL INC | $17,954,000 | – | 322,100 | +100.0% | 9.44% | – |
| MMYT | Sell | MAKEMYTRIP LIMITED MAURITIUS | $14,012,000 | -49.1% | 404,958 | -67.3% | 7.36% | -39.4% |
| PSTG | New | PURE STORAGE INCcl a | $13,187,000 | – | 1,341,500 | +100.0% | 6.93% | – |
| GPORQ | GULFPORT ENERGY CORP | $13,140,000 | -20.6% | 764,400 | 0.0% | 6.91% | -5.5% | |
| GLBL | Exit | TERRAFORM GLOBAL INCcl a | $0 | – | -2,025,366 | -100.0% | -3.53% | – |
| SEIC | Exit | SEI INVESTMENTS CO | $0 | – | -429,100 | -100.0% | -9.35% | – |
| DOOR | Exit | MASONITE INTL CORP NEW | $0 | – | -412,100 | -100.0% | -11.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
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 | 2024-02-14 |
| 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.