$443 Million is the total value of Think Investments LP's 24 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $21,505,320 | +26.5% | 372,000 | -13.0% | 4.86% | +30.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $19,798,992 | -35.8% | 150,163 | -41.1% | 4.47% | -33.7% |
| TASK | Sell | TASKUS INC | $12,363,836 | -47.7% | 1,191,121 | -42.9% | 2.79% | -46.0% |
| KWEB | Sell | KRANESHARES TRcall | $10,948,000 | -18.7% | 400,000 | -20.0% | 2.47% | -16.1% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $6,706,192 | -54.9% | 432,100 | -56.9% | 1.51% | -53.5% |
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 2023-11-14
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.