$328 Million is the total value of Think Investments LP's 13 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP | $59,244,000 | -1.1% | 691,300 | 0.0% | 18.05% | +38.0% | |
| AMZN | AMAZON COM INC | $52,524,000 | +17.4% | 30,900 | 0.0% | 16.00% | +63.9% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $47,106,000 | +1.1% | 253,900 | 0.0% | 14.35% | +41.1% | |
| FTV | FORTIVE CORP | $33,180,000 | -0.5% | 430,300 | 0.0% | 10.11% | +38.8% | |
| DBX | DROPBOX INCcl a | $24,315,000 | +3.7% | 750,000 | 0.0% | 7.41% | +44.8% | |
| PANW | PALO ALTO NETWORKS INC | $23,958,000 | +13.2% | 116,600 | 0.0% | 7.30% | +58.0% | |
| BEST | BEST INCsponsored ads | $14,664,000 | +18.6% | 1,200,000 | 0.0% | 4.47% | +65.6% | |
| DDD | 3-D SYS CORP DEL | $11,932,000 | +19.2% | 864,000 | 0.0% | 3.64% | +66.3% | |
| OASPQ | OASIS PETE INC NEW | $7,280,000 | +60.1% | 561,327 | 0.0% | 2.22% | +123.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
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 | 2024-05-15 |
| 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.