$307 Million is the total value of Think Investments LP's 20 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI BANK LIMITEDadr | $35,024,000 | +4.4% | 1,600,000 | 0.0% | 11.40% | +10.8% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $34,214,156 | +71.1% | 388,400 | +55.4% | 11.14% | +81.6% |
| QCOM | Buy | QUALCOMM INC | $29,573,860 | +0.2% | 269,000 | +2.9% | 9.62% | +6.3% |
| AMZN | AMAZON COM INC | $22,680,000 | -25.7% | 270,000 | 0.0% | 7.38% | -21.1% | |
| MELI | MERCADOLIBRE INC | $19,802,016 | +2.2% | 23,400 | 0.0% | 6.44% | +8.5% | |
| TASK | TASKUS INC | $18,590,000 | +5.0% | 1,100,000 | 0.0% | 6.05% | +11.4% | |
| CAR | AVIS BUDGET GROUP | $18,385,897 | +10.4% | 112,157 | 0.0% | 5.98% | +17.2% | |
| SE | Sell | SEA LTDsponsord ads | $18,309,357 | -24.3% | 351,900 | -18.4% | 5.96% | -19.6% |
| HDB | HDFC BANK LTDsponsored ads | $15,340,737 | +17.1% | 224,247 | 0.0% | 4.99% | +24.3% | |
| FUTU | FUTU HLDGS LTDspon ads cl a | $14,771,966 | +9.0% | 363,394 | 0.0% | 4.81% | +15.7% | |
| BEKE | Sell | KE HLDGS INCsponsored ads | $13,986,524 | -33.0% | 1,001,900 | -15.9% | 4.55% | -28.9% |
| NU HLDGS LTD | $11,216,920 | -7.5% | 2,756,000 | 0.0% | 3.65% | -1.8% | ||
| HTHT | New | H WORLD GROUP LTDsponsored ads | $9,926,280 | – | 234,000 | +100.0% | 3.23% | – |
| TAL | Buy | TAL EDUCATION GROUPsponsored ads | $9,786,747 | +230.2% | 1,388,191 | +131.4% | 3.18% | +250.4% |
| DGNU | DRAGONEER GROWTH OPT CORP II | $7,888,000 | +0.7% | 800,000 | 0.0% | 2.57% | +6.9% | |
| ZG | ZILLOW GROUP INCcl a | $7,279,202 | +9.0% | 233,233 | 0.0% | 2.37% | +15.7% | |
| KWEB | New | KRANESHARES TRcall | $6,644,000 | – | 220,000 | +100.0% | 2.16% | – |
| SQ | Sell | BLOCK INCcl a | $6,130,105 | -40.1% | 97,551 | -47.6% | 2.00% | -36.4% |
| Sell | NEXTDOOR HOLDINGS INC | $4,326,000 | -40.4% | 2,100,000 | -19.2% | 1.41% | -36.7% | |
| YTRA | YATRA ONLINE INC | $3,374,000 | +8.1% | 1,400,000 | 0.0% | 1.10% | +14.7% | |
| SAVA | Exit | CASSAVA SCIENCES INC | $0 | – | -111,661 | -100.0% | -1.43% | – |
| OPEN | Exit | OPENDOOR TECHNOLOGIES INC | $0 | – | -1,773,500 | -100.0% | -1.69% | – |
| MQ | Exit | MARQETA INC | $0 | – | -1,017,789 | -100.0% | -2.22% | – |
| TTM | Exit | TATA MTRS LTDsponsored adr | $0 | – | -802,493 | -100.0% | -5.97% | – |
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 2023-02-14
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.