$761 Million is the total value of Think Investments LP's 30 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTDsponsord ads | $103,497,000 | +23.0% | 376,900 | 0.0% | 13.60% | -4.9% | |
| FUTU | FUTU HLDGS LTDspon ads cl a | $85,247,000 | +12.8% | 476,000 | 0.0% | 11.20% | -12.8% | |
| AMZN | AMAZON COM INC | $46,442,000 | +11.2% | 13,500 | 0.0% | 6.10% | -14.0% | |
| PODD | INSULET CORP | $45,843,000 | +5.2% | 167,000 | 0.0% | 6.02% | -18.6% | |
| IBN | ICICI BANK LIMITEDadr | $41,775,000 | +6.7% | 2,443,000 | 0.0% | 5.49% | -17.5% | |
| MELI | MERCADOLIBRE INC | $30,688,000 | +5.8% | 19,700 | 0.0% | 4.03% | -18.2% | |
| QCOM | QUALCOMM INC | $30,558,000 | +7.8% | 213,800 | 0.0% | 4.01% | -16.7% | |
| ZG | ZILLOW GROUP INCcl a | $28,578,000 | -6.7% | 233,233 | 0.0% | 3.75% | -27.9% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $23,086,000 | +0.0% | 101,800 | 0.0% | 3.03% | -22.6% | |
| LEAP | RIBBIT LEAP LTD | $18,417,000 | -2.8% | 1,722,840 | 0.0% | 2.42% | -24.9% | |
| OZON | OZON HLDGS PLCsponsored ads | $17,586,000 | +4.5% | 300,000 | 0.0% | 2.31% | -19.2% | |
| DGNS | DRAGONEER GROWTH OPPTY CORP | $10,100,000 | -1.8% | 1,000,000 | 0.0% | 1.33% | -24.0% | |
| DGNR | DRAGONEER GROWTH OPPORTUN CO | $9,961,000 | -1.9% | 1,000,120 | 0.0% | 1.31% | -24.1% | |
| DGNU | DRAGONEER GROWTH OPT CORP II | $8,000,000 | -1.1% | 800,000 | 0.0% | 1.05% | -23.5% | |
| AGCB | ALTIMETER GROWTH CORP 2 | $6,627,000 | -1.3% | 646,500 | 0.0% | 0.87% | -23.6% | |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | $772,000 | -25.3% | 344,568 | 0.0% | 0.10% | -42.6% | |
| DGNRWS | DRAGONEER GROWTH OPPORTUN CO*w exp 08/18/202 | $361,000 | +26.2% | 179,824 | 0.0% | 0.05% | -4.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.