$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 | Buy | ALIBABA 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% | 1,600,000 | 0.0% | 7.89% | -30.8% | |
QCOM | QUALCOMM INC | $34,319,020 | +16.0% | 269,000 | 0.0% | 7.84% | -18.5% | |
MELI | MERCADOLIBRE INC | $30,842,604 | +55.8% | 23,400 | 0.0% | 7.05% | +9.3% | |
SQ | Buy | BLOCK INCcl a | $28,572,130 | +366.1% | 416,200 | +326.6% | 6.53% | +227.2% |
AMZN | AMAZON COM INC | $27,888,300 | +23.0% | 270,000 | 0.0% | 6.37% | -13.7% | |
GOOG | New | ALPHABET INCcap stk cl c | $26,499,200 | – | 254,800 | +100.0% | 6.06% | – |
SE | Sell | SEA LTDsponsord ads | $23,550,255 | +28.6% | 272,100 | -22.7% | 5.38% | -9.7% |
TASK | Buy | TASKUS INC | $22,378,924 | +20.4% | 1,549,787 | +40.9% | 5.11% | -15.5% |
FUTU | Buy | FUTU 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% | 112,157 | 0.0% | 4.99% | -16.6% | |
New | GITLAB INC | $19,915,632 | – | 580,800 | +100.0% | 4.55% | – | |
BEKE | KE HLDGS INCsponsored ads | $18,875,796 | +35.0% | 1,001,900 | 0.0% | 4.31% | -5.3% | |
Buy | NU HLDGS LTD | $16,301,572 | +45.3% | 3,424,700 | +24.3% | 3.72% | +2.0% | |
New | KRANESHARES TRcall | $15,595,000 | – | 500,000 | +100.0% | 3.56% | – | |
HDB | HDFC BANK LTDsponsored ads | $14,950,547 | -2.5% | 224,247 | 0.0% | 3.42% | -31.6% | |
TAL | Buy | TAL 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% | 233,233 | 0.0% | 2.33% | -1.7% | |
APP | New | APPLOVIN CORP | $9,876,069 | – | 627,052 | +100.0% | 2.26% | – |
Sell | NEXTDOOR 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% | 1,400,000 | 0.0% | 0.73% | -33.6% | |
KWEB | Exit | KRANESHARES TRcall | $0 | – | -220,000 | -100.0% | -2.16% | – |
DGNU | Exit | DRAGONEER GROWTH OPT CORP II | $0 | – | -800,000 | -100.0% | -2.57% | – |
HTHT | Exit | H 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
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.