$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 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBN | Sell | ICICI BK LTDadr | $36,415,000 | -18.0% | 2,989,700 | -15.2% | 13.84% | -7.2% |
| PODD | Sell | INSULET CORP | $29,457,000 | +0.5% | 178,600 | -27.3% | 11.19% | +13.8% |
| AMZN | Sell | AMAZON COM INC | $27,427,000 | -33.6% | 15,800 | -27.5% | 10.42% | -24.8% |
| MELI | Sell | MERCADOLIBRE INC | $27,010,000 | -16.4% | 49,000 | -7.2% | 10.26% | -5.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $21,154,000 | -17.7% | 126,496 | -16.6% | 8.04% | -6.8% |
| Z | Sell | ZILLOW GROUP INCcl c cap stk | $14,993,000 | -56.7% | 502,800 | -32.6% | 5.70% | -50.9% |
| OASPQ | Sell | OASIS PETE INC NEW | $1,942,000 | -70.9% | 561,327 | -52.2% | 0.74% | -67.0% |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -50,000 | -100.0% | -0.46% | – |
| BEST | Exit | BEST INCsponsored ads | $0 | – | -500,000 | -100.0% | -0.92% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -250,000 | -100.0% | -3.89% | – |
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 | 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.