$870 Million is the total value of Think Investments LP's 30 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRcall | $214,570,000 | – | 500,000 | +100.0% | 24.67% | – |
| KVSB | New | KHOSLA VENTURES ACQUSTN CO I | $38,110,000 | – | 3,743,648 | +100.0% | 4.38% | – |
| CPNG | New | COUPANG INCcl a | $35,985,000 | – | 1,292,100 | +100.0% | 4.14% | – |
| New | ROCKET LAB USA INC | $21,875,000 | – | 1,356,182 | +100.0% | 2.52% | – | |
| PINS | New | PINTEREST INCcl a | $18,566,000 | – | 364,400 | +100.0% | 2.14% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $8,742,000 | – | 535,000 | +100.0% | 1.00% | – |
| New | FRESHWORKS INC | $8,538,000 | – | 200,000 | +100.0% | 0.98% | – | |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $7,885,000 | – | 3,846,200 | +100.0% | 0.91% | – |
| New | CCC INTELLIGENT SOLUTIONS HL*w exp 07/30/202 | $417,000 | – | 504,702 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.