$298 Million is the total value of Think Investments LP's 14 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBN | Buy | ICICI BK LTDadr | $44,409,000 | +34.7% | 3,527,300 | +22.6% | 14.90% | -2.7% |
| AMZN | Sell | AMAZON COM INC | $41,281,000 | -12.5% | 21,800 | -17.7% | 13.85% | -36.8% |
| Z | New | ZILLOW GROUP INCcl c cap stk | $34,601,000 | – | 745,864 | +100.0% | 11.61% | – |
| MELI | Buy | MERCADOLIBRE INC | $32,301,000 | +69.6% | 52,800 | +40.8% | 10.84% | +22.6% |
| PODD | INSULET CORP | $29,320,000 | +25.5% | 245,600 | 0.0% | 9.84% | -9.3% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $25,689,000 | -32.6% | 151,600 | -27.4% | 8.62% | -51.3% |
| QCOM | Buy | QUALCOMM INC | $23,120,000 | +41.7% | 303,933 | +6.3% | 7.76% | +2.4% |
| SE | New | SEA LTDsponsored ads | $19,085,000 | – | 574,500 | +100.0% | 6.40% | – |
| DBX | DROPBOX INCcl a | $18,788,000 | +14.9% | 750,000 | 0.0% | 6.30% | -17.0% | |
| UBER | New | UBER TECHNOLOGIES INC | $11,595,000 | – | 250,000 | +100.0% | 3.89% | – |
| TLRY | New | TILRAY INC | $7,031,000 | – | 151,000 | +100.0% | 2.36% | – |
| OASPQ | OASIS PETE INC NEW | $6,669,000 | -6.0% | 1,174,200 | 0.0% | 2.24% | -32.1% | |
| BEST | Sell | BEST INCsponsored ads | $2,755,000 | -29.8% | 500,000 | -33.3% | 0.92% | -49.3% |
| PINS | New | PINTEREST INCcl a | $1,361,000 | – | 50,000 | +100.0% | 0.46% | – |
| ROKU | Exit | ROKU INC | $0 | – | -169,800 | -100.0% | -5.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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 | 2024-02-14 |
| 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.