$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 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsord ads | $33,123,000 | -32.4% | 431,400 | +5.5% | 9.65% | -30.6% |
| 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% |
| FB | New | META PLATFORMS INCcl a | $16,393,000 | – | 102,000 | +100.0% | 4.78% | – |
| 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% |
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.