$263 Million is the total value of Think Investments LP's 13 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDB | New | HDFC BANK LTDsponsored ads | $31,217,000 | – | 547,186 | +100.0% | 11.86% | – |
| LKNCY | New | LUCKIN COFFEE INCsponsored ads | $1,235,000 | – | 65,000 | +100.0% | 0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 36 | Q2 2024 | 28.5% |
| ALIBABA GROUP HLDG LTD | 35 | Q2 2024 | 20.8% |
| INSULET CORP | 25 | Q3 2021 | 20.5% |
| QUALCOMM INC | 23 | Q3 2023 | 11.4% |
| ICICI BK LTD | 22 | Q2 2024 | 16.9% |
| MERCADOLIBRE INC | 22 | Q2 2024 | 12.2% |
| SEA LTD | 21 | Q2 2024 | 15.0% |
| OASIS PETE INC NEW | 20 | Q4 2019 | 20.3% |
| ZILLOW GROUP INC | 18 | Q2 2024 | 5.2% |
| FUTU HLDGS LTD | 16 | Q2 2024 | 12.8% |
View Think Investments LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SCHEDULE 13G/A | 2024-09-18 |
| SCHEDULE 13G | 2024-09-16 |
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 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 |
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.