13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001635999-25-000009
Total Value
$756.6M
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REDDIT INC | RDDT | 332,000 | $76.4M | 10.09% |
| 2 | AMAZON COM INC | AMZN | 325,275 | $71.4M | 9.44% |
| 3 | TASKUS INC | TASK | 3,734,665 | $66.7M | 8.81% |
| 4 | SEMTECH CORP | SMTC | 820,400 | $58.6M | 7.75% |
| 5 | TTM TECHNOLOGIES INC | TTMI | 793,100 | $45.7M | 6.04% |
| 6 | GITLAB INC | GTLB | 988,200 | $44.5M | 5.89% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 242,548 | $43.4M | 5.73% |
| 8 | MERCADOLIBRE INC | MELI | 18,300 | $42.8M | 5.65% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 474,000 | $39.8M | 5.27% |
| 10 | ICICI BANK LIMITED | IBN | 1,292,200 | $39.1M | 5.16% |
| 11 | FUTU HLDGS LTD | FUTU | 222,800 | $38.7M | 5.12% |
| 12 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 897,500 | $33.7M | 4.46% |
| 13 | SEA LTD | SE | 174,000 | $31.1M | 4.11% |
| 14 | SILICON MOTION TECHNOLOGY CO | SIMO | 289,300 | $27.4M | 3.63% |
| 15 | CELESTICA INC | CLS | 98,800 | $24.3M | 3.22% |
| 16 | COMPASS INC | COMP | 2,637,700 | $21.2M | 2.80% |
| 17 | BROADCOM INC | AVGO | 47,300 | $15.6M | 2.06% |
| 18 | SNAP INC | SNAP | 2,016,200 | $15.5M | 2.05% |
| 19 | ALPHABET INC | GOOG | 43,163 | $10.5M | 1.39% |
| 20 | QFIN HOLDINGS INC | QFNHF | 349,900 | $10.1M | 1.33% |