$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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 | 2024-05-15 |
| 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.