$343 Million is the total value of Think Investments LP's 21 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 34.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $38,267,000 | -4.2% | 261,300 | 0.0% | 11.15% | -1.6% | |
| SE | Buy | SEA LTDsponsord ads | $33,123,000 | -32.4% | 431,400 | +5.5% | 9.65% | -30.6% |
| IBN | Sell | ICICI BANK LIMITEDadr | $33,024,000 | -28.6% | 1,600,000 | -34.5% | 9.62% | -26.7% |
| AMZN | Buy | AMAZON COM INC | $33,016,000 | -25.0% | 270,000 | +1900.0% | 9.62% | -22.9% |
| CAR | Buy | AVIS BUDGET GROUP | $23,488,000 | +0.7% | 136,600 | +54.2% | 6.84% | +3.4% |
| MQ | New | MARQETA INC | $19,885,000 | – | 2,082,200 | +100.0% | 5.79% | – |
| BEKE | Buy | KE HLDGS INCsponsored ads | $19,041,000 | +185.0% | 1,285,700 | +138.1% | 5.55% | +192.7% |
| MELI | Buy | MERCADOLIBRE INC | $18,808,000 | +39.9% | 23,400 | +107.1% | 5.48% | +43.7% |
| LEAP | RIBBIT LEAP LTD | $17,159,000 | +0.9% | 1,722,840 | 0.0% | 5.00% | +3.6% | |
| FB | New | META PLATFORMS INCcl a | $16,393,000 | – | 102,000 | +100.0% | 4.78% | – |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $15,517,000 | +15.3% | 363,394 | -12.1% | 4.52% | +18.4% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $14,986,000 | – | 82,300 | +100.0% | 4.37% | – |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC | $14,986,000 | -13.4% | 2,973,500 | +48.7% | 4.37% | -11.0% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $10,236,000 | -7.6% | 101,800 | 0.0% | 2.98% | -5.1% | |
| ZG | ZILLOW GROUP INCcl a | $8,140,000 | -27.6% | 233,233 | 0.0% | 2.37% | -25.7% | |
| DGNU | DRAGONEER GROWTH OPT CORP II | $7,832,000 | -0.1% | 800,000 | 0.0% | 2.28% | +2.6% | |
| Sell | NEXTDOOR HOLDINGS INC | $7,800,000 | -56.6% | 2,400,000 | -20.0% | 2.27% | -55.4% | |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $5,330,000 | -7.4% | 1,000,000 | -47.7% | 1.55% | -4.8% |
| TWLO | TWILIO INCcl a | $4,280,000 | -48.1% | 50,000 | 0.0% | 1.25% | -46.7% | |
| SAVA | Sell | CASSAVA SCIENCES INC | $1,880,000 | -66.5% | 111,661 | -26.2% | 0.55% | -65.6% |
| LEAPWS | RIBBIT LEAP LTD*w exp 09/09/202 | $59,000 | -66.5% | 344,568 | 0.0% | 0.02% | -66.0% | |
| Z | Exit | ZILLOW GROUP INCcl c cap stk | $0 | – | -13,000 | -100.0% | -0.18% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -7,000 | -100.0% | -0.46% | – |
| Exit | LUCID GROUP INC | $0 | – | -100,000 | -100.0% | -0.72% | – | |
| Exit | LI-CYCLE HOLDINGS CORP | $0 | – | -537,000 | -100.0% | -1.29% | – | |
| Exit | ROCKET LAB USA INC | $0 | – | -605,200 | -100.0% | -1.38% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.