$486 Million is the total value of Think Investments LP's 20 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $62,859,394 | +4.6% | 325,275 | -2.4% | 12.94% | -3.5% |
| SNAP | Buy | SNAP INCcl a | $54,808,017 | +74.2% | 3,299,700 | +20.4% | 11.28% | +60.7% |
| IBN | ICICI BANK LIMITEDadr | $46,096,000 | +9.1% | 1,600,000 | 0.0% | 9.49% | +0.6% | |
| SQ | BLOCK INCcl a | $36,688,361 | -23.8% | 568,900 | 0.0% | 7.55% | -29.7% | |
| CAR | Buy | AVIS BUDGET GROUP | $32,118,996 | -7.1% | 307,300 | +8.8% | 6.61% | -14.3% |
| MELI | MERCADOLIBRE INC | $30,074,220 | +8.7% | 18,300 | 0.0% | 6.19% | +0.3% | |
| SIMO | Buy | SILICON MOTION TECHNOLOGY COsponsored adr | $28,297,906 | +67.0% | 349,400 | +58.7% | 5.82% | +54.1% |
| SE | Buy | SEA LTDsponsord ads | $27,311,008 | +86.9% | 382,400 | +40.5% | 5.62% | +72.4% |
| TASK | Buy | TASKUS INC | $24,184,430 | +17.5% | 1,817,012 | +2.9% | 4.98% | +8.4% |
| REDDIT INCcl a | $23,319,850 | +29.5% | 365,000 | 0.0% | 4.80% | +19.5% | ||
| FUTU | Buy | FUTU HLDGS LTDspon ads cl a | $22,657,015 | +31.1% | 345,355 | +8.2% | 4.66% | +20.9% |
| Buy | THOUGHTWORKS HOLDING INC | $21,196,718 | +25.0% | 7,463,633 | +11.4% | 4.36% | +15.4% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $17,463,456 | -30.4% | 242,548 | -30.1% | 3.59% | -35.8% |
| CZR | New | CAESARS ENTERTAINMENT INC NE | $11,922,000 | – | 300,000 | +100.0% | 2.45% | – |
| BZ | New | KANZHUN LIMITEDsponsored ads | $10,909,800 | – | 580,000 | +100.0% | 2.25% | – |
| ZG | ZILLOW GROUP INCcl a | $10,504,814 | -5.9% | 233,233 | 0.0% | 2.16% | -13.2% | |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $9,813,124 | -45.3% | 919,693 | -41.8% | 2.02% | -49.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $7,916,957 | -46.5% | 43,163 | -55.6% | 1.63% | -50.6% |
| BEKE | KE HLDGS INCsponsored ads | $6,114,215 | +3.1% | 432,100 | 0.0% | 1.26% | -5.0% | |
| ESTC | New | ELASTIC N V | $1,590,525 | – | 13,963 | +100.0% | 0.33% | – |
| DLO | Exit | DLOCAL LTD | $0 | – | -32,742 | -100.0% | -0.11% | – |
| Exit | HASHICORP INC | $0 | – | -344,600 | -100.0% | -2.07% | – | |
| CFLT | Exit | CONFLUENT INC | $0 | – | -490,100 | -100.0% | -3.34% | – |
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 2024-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 36 | Q2 2024 | 28.5% |
| ALIBABA GROUP HLDG LTD | 35 | Q2 2024 | 20.8% |
| INSULET CORP | 25 | Q3 2021 | 20.5% |
| QUALCOMM INC | 23 | Q3 2023 | 11.4% |
| ICICI BK LTD | 22 | Q2 2024 | 16.9% |
| MERCADOLIBRE INC | 22 | Q2 2024 | 12.2% |
| SEA LTD | 21 | Q2 2024 | 15.0% |
| OASIS PETE INC NEW | 20 | Q4 2019 | 20.3% |
| ZILLOW GROUP INC | 18 | Q2 2024 | 5.2% |
| FUTU HLDGS LTD | 16 | Q2 2024 | 12.8% |
View Think Investments LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| SCHEDULE 13G/A | 2024-09-18 |
| SCHEDULE 13G | 2024-09-16 |
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 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 |
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.