$268 Million is the total value of Think Investments LP's 14 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI BK LTDadr | $45,115,000 | +23.9% | 2,989,700 | 0.0% | 16.85% | +21.8% | |
| AMZN | AMAZON COM INC | $29,196,000 | +6.4% | 15,800 | 0.0% | 10.91% | +4.7% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $26,830,000 | +26.8% | 126,496 | 0.0% | 10.02% | +24.7% | |
| DBX | DROPBOX INCcl a | $13,433,000 | -11.2% | 750,000 | 0.0% | 5.02% | -12.7% | |
| LKNCY | LUCKIN COFFEE INCsponsored ads | $2,558,000 | +107.1% | 65,000 | 0.0% | 0.96% | +103.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.