$542 Million is the total value of Think Investments LP's 22 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 80.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsord ads | $75,896,000 | +30.0% | 492,700 | -9.5% | 14.00% | -2.5% |
| AMZN | AMAZON COM INC | $49,750,000 | +14.1% | 15,800 | 0.0% | 9.18% | -14.4% | |
| PODD | Buy | INSULET CORP | $47,862,000 | +35.1% | 202,300 | +11.0% | 8.83% | +1.3% |
| QCOM | QUALCOMM INC | $36,551,000 | +29.0% | 310,600 | 0.0% | 6.74% | -3.3% | |
| IBN | Buy | ICICI BANK LIMITEDadr | $33,907,000 | +13.7% | 3,449,307 | +7.4% | 6.25% | -14.7% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $29,927,000 | +36.3% | 101,800 | 0.0% | 5.52% | +2.2% | |
| AXP | New | AMERICAN EXPRESS CO | $27,739,000 | – | 276,700 | +100.0% | 5.12% | – |
| ROKU | New | ROKU INC | $27,640,000 | – | 146,400 | +100.0% | 5.10% | – |
| TPX | TEMPUR SEALY INTL INC | $26,507,000 | +24.0% | 297,200 | 0.0% | 4.89% | -7.1% | |
| MELI | Buy | MERCADOLIBRE INC | $26,304,000 | +49.9% | 24,300 | +36.5% | 4.85% | +12.4% |
| ZG | ZILLOW GROUP INCcl a | $26,221,000 | +76.7% | 258,233 | 0.0% | 4.84% | +32.5% | |
| LEAPU | New | RIBBIT LEAP LTDunit 99/99/9999 | $22,397,000 | – | 1,722,839 | +100.0% | 4.13% | – |
| PDD | Sell | PINDUODUO INCsponsored ads | $21,029,000 | -31.7% | 283,600 | -20.9% | 3.88% | -48.8% |
| DBX | DROPBOX INCcl a | $14,445,000 | -11.5% | 750,000 | 0.0% | 2.66% | -33.7% | |
| HGEN | New | HUMANIGEN INC | $14,234,000 | – | 1,337,808 | +100.0% | 2.62% | – |
| Z | ZILLOW GROUP INCcl c cap stk | $14,212,000 | +76.3% | 139,900 | 0.0% | 2.62% | +32.2% | |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $12,656,000 | – | 442,200 | +100.0% | 2.33% | – |
| DGNRU | New | DRAGONEER GROWTH OPPORTUN COunit 08/18/2027 | $11,014,000 | – | 899,118 | +100.0% | 2.03% | – |
| SNOW | New | SNOWFLAKE INCcl a | $7,028,000 | – | 28,000 | +100.0% | 1.30% | – |
| ABUS | New | ARBUTUS BIOPHARMA CORP | $6,260,000 | – | 2,000,000 | +100.0% | 1.16% | – |
| GOTU | Sell | GSX TECHEDU INCsponsored ads | $5,668,000 | -62.2% | 62,900 | -74.8% | 1.04% | -71.7% |
| IBN | New | ICICI BANK LIMITEDcall | $4,915,000 | – | 500,000 | +100.0% | 0.91% | – |
| ZUO | Exit | ZUORA INC | $0 | – | -491,000 | -100.0% | -1.54% | – |
| GDX | Exit | VANECK VECTORS ETF TRgold miners etf | $0 | – | -180,368 | -100.0% | -1.63% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -628,849 | -100.0% | -1.91% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -1,095,224 | -100.0% | -1.92% | – |
| ANGI | Exit | ANGI HOMESERVICES INC | $0 | – | -945,000 | -100.0% | -2.82% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -117,800 | -100.0% | -2.91% | – |
| LEGN | Exit | LEGEND BIOTECH CORPsponsored ads | $0 | – | -314,200 | -100.0% | -3.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.