$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 300.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PODD | Buy | INSULET CORP | $47,862,000 | +35.1% | 202,300 | +11.0% | 8.83% | +1.3% |
IBN | Buy | ICICI BANK LIMITEDadr | $33,907,000 | +13.7% | 3,449,307 | +7.4% | 6.25% | -14.7% |
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% | – |
MELI | Buy | MERCADOLIBRE INC | $26,304,000 | +49.9% | 24,300 | +36.5% | 4.85% | +12.4% |
LEAPU | New | RIBBIT LEAP LTDunit 99/99/9999 | $22,397,000 | – | 1,722,839 | +100.0% | 4.13% | – |
HGEN | New | HUMANIGEN INC | $14,234,000 | – | 1,337,808 | +100.0% | 2.62% | – |
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% | – |
IBN | New | ICICI BANK LIMITEDcall | $4,915,000 | – | 500,000 | +100.0% | 0.91% | – |
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 | 2024-05-15 |
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.