$215 Million is the total value of Think Investments LP's 10 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 55.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $47,190,000 | +18.6% | 26,500 | 0.0% | 21.92% | -7.6% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $38,114,000 | +9.5% | 208,900 | -17.7% | 17.70% | -14.7% |
| IBN | New | ICICI BK LTDadr | $32,972,000 | – | 2,877,100 | +100.0% | 15.31% | – |
| PODD | Sell | INSULET CORP | $23,354,000 | -16.7% | 245,600 | -30.5% | 10.85% | -35.1% |
| MELI | New | MERCADOLIBRE INC | $19,040,000 | – | 37,500 | +100.0% | 8.84% | – |
| DBX | DROPBOX INCcl a | $16,350,000 | +6.7% | 750,000 | 0.0% | 7.59% | -16.9% | |
| QCOM | Buy | QUALCOMM INC | $16,312,000 | +20.4% | 286,033 | +20.1% | 7.58% | -6.2% |
| ROKU | New | ROKU INC | $10,954,000 | – | 169,800 | +100.0% | 5.09% | – |
| OASPQ | OASIS PETE INC NEW | $7,092,000 | +9.2% | 1,174,200 | 0.0% | 3.29% | -14.9% | |
| BEST | Sell | BEST INCsponsored ads | $3,923,000 | -4.5% | 750,000 | -25.0% | 1.82% | -25.7% |
| PTE | Exit | POLARITYTE INC | $0 | – | -216,085 | -100.0% | -1.74% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -335,200 | -100.0% | -13.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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.