$272 Million is the total value of Think Investments LP's 15 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsored ads | $39,759,000 | +3.4% | 897,300 | -6.1% | 14.63% | +1.9% |
| IBN | Buy | ICICI BANK LIMITEDadr | $32,429,000 | -28.1% | 3,815,201 | +27.6% | 11.94% | -29.2% |
| QCOM | Buy | QUALCOMM INC | $30,845,000 | +34.1% | 455,947 | +75.0% | 11.35% | +32.2% |
| AMZN | AMAZON COM INC | $30,806,000 | +5.5% | 15,800 | 0.0% | 11.34% | +4.0% | |
| PODD | Sell | INSULET CORP | $29,590,000 | -8.1% | 178,600 | -5.1% | 10.89% | -9.5% |
| MELI | Sell | MERCADOLIBRE INC | $23,940,000 | -26.9% | 49,000 | -14.5% | 8.81% | -28.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $19,798,000 | -26.2% | 101,800 | -19.5% | 7.29% | -27.3% |
| CARG | Buy | CARGURUS INC | $15,192,000 | +192.0% | 802,124 | +442.3% | 5.59% | +187.7% |
| DBX | DROPBOX INCcl a | $13,575,000 | +1.1% | 750,000 | 0.0% | 5.00% | -0.4% | |
| CRM | New | SALESFORCE COM INC | $9,589,000 | – | 66,600 | +100.0% | 3.53% | – |
| PLAN | New | ANAPLAN INC | $9,199,000 | – | 304,000 | +100.0% | 3.39% | – |
| ZG | New | ZILLOW GROUP INCcl a | $7,342,000 | – | 216,128 | +100.0% | 2.70% | – |
| Z | Sell | ZILLOW GROUP INCcl c cap stk | $6,469,000 | -46.2% | 179,600 | -31.4% | 2.38% | -47.0% |
| PAYS | Buy | PAYSIGN INC | $1,598,000 | +95.8% | 309,766 | +285.3% | 0.59% | +92.8% |
| TLRY | New | TILRAY INC | $1,555,000 | – | 226,000 | +100.0% | 0.57% | – |
| OASPQ | Exit | OASIS PETE INC NEW | $0 | – | -527,027 | -100.0% | -0.64% | – |
| LKNCY | Exit | LUCKIN COFFEE INCsponsored ads | $0 | – | -65,000 | -100.0% | -0.96% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -2,034,000 | -100.0% | -1.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.