Think Investments LP - Q1 2023 holdings

$438 Million is the total value of Think Investments LP's 21 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 35.0% .

 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$41,219,412
+20.5%
403,400
+3.9%
9.42%
-15.4%
IBN  ICICI BANK LIMITEDadr$34,528,000
-1.4%
1,600,0000.0%7.89%
-30.8%
QCOM  QUALCOMM INC$34,319,020
+16.0%
269,0000.0%7.84%
-18.5%
MELI  MERCADOLIBRE INC$30,842,604
+55.8%
23,4000.0%7.05%
+9.3%
SQ BuyBLOCK INCcl a$28,572,130
+366.1%
416,200
+326.6%
6.53%
+227.2%
AMZN  AMAZON COM INC$27,888,300
+23.0%
270,0000.0%6.37%
-13.7%
GOOG NewALPHABET INCcap stk cl c$26,499,200254,800
+100.0%
6.06%
SE SellSEA LTDsponsord ads$23,550,255
+28.6%
272,100
-22.7%
5.38%
-9.7%
TASK BuyTASKUS INC$22,378,924
+20.4%
1,549,787
+40.9%
5.11%
-15.5%
FUTU BuyFUTU HLDGS LTDspon ads cl a$22,176,245
+50.1%
427,700
+17.7%
5.07%
+5.4%
CAR  AVIS BUDGET GROUP$21,848,184
+18.8%
112,1570.0%4.99%
-16.6%
NewGITLAB INC$19,915,632580,800
+100.0%
4.55%
BEKE  KE HLDGS INCsponsored ads$18,875,796
+35.0%
1,001,9000.0%4.31%
-5.3%
BuyNU HLDGS LTD$16,301,572
+45.3%
3,424,700
+24.3%
3.72%
+2.0%
NewKRANESHARES TRcall$15,595,000500,000
+100.0%
3.56%
HDB  HDFC BANK LTDsponsored ads$14,950,547
-2.5%
224,2470.0%3.42%
-31.6%
TAL BuyTAL EDUCATION GROUPsponsored ads$10,897,000
+11.3%
1,700,000
+22.5%
2.49%
-21.8%
ZG  ZILLOW GROUP INCcl a$10,192,282
+40.0%
233,2330.0%2.33%
-1.7%
APP NewAPPLOVIN CORP$9,876,069627,052
+100.0%
2.26%
SellNEXTDOOR HOLDINGS INC$4,044,118
-6.5%
1,880,985
-10.4%
0.92%
-34.4%
YTRA  YATRA ONLINE INC$3,192,000
-5.4%
1,400,0000.0%0.73%
-33.6%
KWEB ExitKRANESHARES TRcall$0-220,000
-100.0%
-2.16%
DGNU ExitDRAGONEER GROWTH OPT CORP II$0-800,000
-100.0%
-2.57%
HTHT ExitH WORLD GROUP LTDsponsored ads$0-234,000
-100.0%
-3.23%
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 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC33Q3 202328.5%
ALIBABA GROUP HLDG LTD32Q3 202320.8%
INSULET CORP25Q3 202120.5%
QUALCOMM INC23Q3 202311.4%
OASIS PETE INC NEW20Q4 201920.3%
ICICI BK LTD19Q3 202316.9%
MERCADOLIBRE INC19Q3 202312.2%
SEA LTD18Q3 202315.0%
ZILLOW GROUP INC15Q3 20235.2%
FUTU HLDGS LTD13Q3 202312.8%

View Think Investments LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14
13F-HR2021-11-15

View Think Investments LP's complete filings history.

Compare quarters

Export Think Investments LP's holdings