$657 Million is the total value of Think Investments LP's 25 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsord ads | $83,979,000 | +10.7% | 421,900 | -14.4% | 12.79% | -8.7% |
| PODD | Sell | INSULET CORP | $46,601,000 | -2.6% | 182,300 | -9.9% | 7.10% | -19.6% |
| QCOM | Sell | QUALCOMM INC | $39,700,000 | +8.6% | 260,600 | -16.1% | 6.04% | -10.4% |
| MELI | Sell | MERCADOLIBRE INC | $36,520,000 | +38.8% | 21,800 | -10.3% | 5.56% | +14.6% |
| ZG | Sell | ZILLOW GROUP INCcl a | $31,706,000 | +20.9% | 233,233 | -9.7% | 4.83% | -0.2% |
| PDD | Sell | PINDUODUO INCsponsored ads | $25,336,000 | +20.5% | 142,600 | -49.7% | 3.86% | -0.6% |
| Z | Sell | ZILLOW GROUP INCcl c cap stk | $9,008,000 | -36.6% | 69,400 | -50.4% | 1.37% | -47.7% |
| IBN | Exit | ICICI BANK LIMITEDcall | $0 | – | -500,000 | -100.0% | -0.91% | – |
| DGNRU | Exit | DRAGONEER GROWTH OPPORTUN COunit 08/18/2027 | $0 | – | -899,118 | -100.0% | -2.03% | – |
| LEAPU | Exit | RIBBIT LEAP LTDunit 99/99/9999 | $0 | – | -1,722,839 | -100.0% | -4.13% | – |
| ROKU | Exit | ROKU INC | $0 | – | -146,400 | -100.0% | -5.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.