$276 Million is the total value of Think Investments LP's 12 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 38.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $61,892,000 | +17.8% | 30,900 | 0.0% | 22.45% | +40.3% | |
| PODD | Sell | INSULET CORP | $56,556,000 | -4.5% | 533,800 | -22.8% | 20.52% | +13.7% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $41,833,000 | -11.2% | 253,900 | 0.0% | 15.18% | +5.8% | |
| FTV | Sell | FORTIVE CORP | $30,775,000 | -7.2% | 365,500 | -15.1% | 11.16% | +10.5% |
| HLF | Sell | HERBALIFE NUTRITION LTD | $23,580,000 | -30.1% | 432,266 | -31.2% | 8.55% | -16.8% |
| DBX | DROPBOX INCcl a | $20,123,000 | -17.2% | 750,000 | 0.0% | 7.30% | -1.4% | |
| QCOM | QUALCOMM INC | $16,713,000 | +28.3% | 232,033 | 0.0% | 6.06% | +52.8% | |
| OASPQ | OASIS PETE INC NEW | $7,960,000 | +9.3% | 561,327 | 0.0% | 2.89% | +30.2% | |
| VRA | New | VERA BRADLEY INC | $6,193,000 | – | 405,804 | +100.0% | 2.25% | – |
| BEST | Sell | BEST INCsponsored ads | $5,920,000 | -59.6% | 1,000,000 | -16.7% | 2.15% | -51.9% |
| PTE | New | POLARITYTE INC | $3,343,000 | – | 175,000 | +100.0% | 1.21% | – |
| STMP | Sell | STAMPS COM INC | $769,000 | -85.9% | 3,400 | -84.3% | 0.28% | -83.3% |
| MDXG | Exit | MIMEDX GROUP INC | $0 | – | -290,300 | -100.0% | -0.56% | – |
| DDD | Exit | 3-D SYS CORP DEL | $0 | – | -864,000 | -100.0% | -3.64% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -116,600 | -100.0% | -7.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
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.