$326 Million is the total value of Think Investments LP's 22 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 52.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI BANK LIMITEDadr | $33,552,000 | +1.6% | 1,600,000 | 0.0% | 10.29% | +6.9% | |
| AMZN | AMAZON COM INC | $30,510,000 | -7.6% | 270,000 | 0.0% | 9.36% | -2.7% | |
| QCOM | QUALCOMM INC | $29,522,000 | -22.9% | 261,300 | 0.0% | 9.05% | -18.8% | |
| SE | SEA LTDsponsord ads | $24,180,000 | -27.0% | 431,400 | 0.0% | 7.42% | -23.2% | |
| BEKE | Sell | KE HLDGS INCsponsored ads | $20,866,000 | +9.6% | 1,191,000 | -7.4% | 6.40% | +15.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $19,998,000 | +95.4% | 250,000 | +145.6% | 6.13% | +105.6% |
| TTM | New | TATA MTRS LTDsponsored adr | $19,468,000 | – | 802,493 | +100.0% | 5.97% | – |
| MELI | MERCADOLIBRE INC | $19,370,000 | +3.0% | 23,400 | 0.0% | 5.94% | +8.4% | |
| TASK | New | TASKUS INC | $17,710,000 | – | 1,100,000 | +100.0% | 5.43% | – |
| CAR | Sell | AVIS BUDGET GROUP | $16,651,000 | -29.1% | 112,157 | -17.9% | 5.11% | -25.4% |
| FUTU | FUTU HLDGS LTDspon ads cl a | $13,551,000 | -12.7% | 363,394 | 0.0% | 4.16% | -8.1% | |
| HDB | New | HDFC BANK LTDsponsored ads | $13,101,000 | – | 224,247 | +100.0% | 4.02% | – |
| New | NU HLDGS LTD | $12,126,000 | – | 2,756,000 | +100.0% | 3.72% | – | |
| SQ | New | BLOCK INCcl a | $10,228,000 | – | 186,000 | +100.0% | 3.14% | – |
| DGNU | DRAGONEER GROWTH OPT CORP II | $7,832,000 | 0.0% | 800,000 | 0.0% | 2.40% | +5.3% | |
| Buy | NEXTDOOR HOLDINGS INC | $7,254,000 | -7.0% | 2,600,000 | +8.3% | 2.22% | -2.1% | |
| MQ | Sell | MARQETA INC | $7,247,000 | -63.6% | 1,017,789 | -51.1% | 2.22% | -61.6% |
| ZG | ZILLOW GROUP INCcl a | $6,677,000 | -18.0% | 233,233 | 0.0% | 2.05% | -13.7% | |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $5,516,000 | -63.2% | 1,773,500 | -40.4% | 1.69% | -61.3% |
| SAVA | CASSAVA SCIENCES INC | $4,670,000 | +148.4% | 111,661 | 0.0% | 1.43% | +161.3% | |
| YTRA | New | YATRA ONLINE INC | $3,122,000 | – | 1,400,000 | +100.0% | 0.96% | – |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $2,964,000 | -44.4% | 600,000 | -40.0% | 0.91% | -41.5% |
| LEAPWS | Exit | RIBBIT LEAP LTD*w exp 09/09/202 | $0 | – | -344,568 | -100.0% | -0.02% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -50,000 | -100.0% | -1.25% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -82,300 | -100.0% | -4.37% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -102,000 | -100.0% | -4.78% | – |
| LEAP | Exit | RIBBIT LEAP LTD | $0 | – | -1,722,840 | -100.0% | -5.00% | – |
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 2022-11-14
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.