$526 Million is the total value of Think Investments LP's 22 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | CCC INTELLIGENT SOLUTIONS HL*w exp 07/30/202 | $0 | – | -504,702 | -100.0% | -0.05% | – | |
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -401,480 | -100.0% | -0.35% | – |
| AGCB | Exit | ALTIMETER GROWTH CORP 2 | $0 | – | -646,500 | -100.0% | -0.74% | – |
| NNOX | Exit | NANO X IMAGING LTD | $0 | – | -344,600 | -100.0% | -0.89% | – |
| DNMR | Exit | DANIMER SCIENTIFIC INC | $0 | – | -535,000 | -100.0% | -1.00% | – |
| DGNS | Exit | DRAGONEER GROWTH OPPTY CORP | $0 | – | -990,000 | -100.0% | -1.13% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -364,400 | -100.0% | -2.14% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -300,000 | -100.0% | -4.11% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -1,292,100 | -100.0% | -4.14% | – |
| KVSB | Exit | KHOSLA VENTURES ACQUSTN CO I | $0 | – | -3,743,648 | -100.0% | -4.38% | – |
| PODD | Exit | INSULET CORP | $0 | – | -167,000 | -100.0% | -5.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.