13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001879202-23-000006
Total Value
$307.2M
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 1,600,000 | $35.0M | 11.40% |
| 2 | ALIBABA GROUP HLDG LTD | BBAAY | 388,400 | $34.2M | 11.14% |
| 3 | QUALCOMM INC | QCOM | 269,000 | $29.6M | 9.63% |
| 4 | AMAZON COM INC | AMZN | 270,000 | $22.7M | 7.38% |
| 5 | MERCADOLIBRE INC | MELI | 23,400 | $19.8M | 6.44% |
| 6 | TASKUS INC | TASK | 1,100,000 | $18.6M | 6.05% |
| 7 | AVIS BUDGET GROUP | CAR | 112,157 | $18.4M | 5.98% |
| 8 | SEA LTD | SE | 351,900 | $18.3M | 5.96% |
| 9 | HDFC BANK LTD | HDB | 224,247 | $15.3M | 4.99% |
| 10 | FUTU HLDGS LTD | FUTU | 363,394 | $14.8M | 4.81% |
| 11 | KE HLDGS INC | BEKE | 1,001,900 | $14.0M | 4.55% |
| 12 | NU HLDGS LTD | NU | 2,756,000 | $11.2M | 3.65% |
| 13 | H WORLD GROUP LTD | HWLDF | 234,000 | $9.9M | 3.23% |
| 14 | TAL EDUCATION GROUP | TAL | 1,388,191 | $9.8M | 3.19% |
| 15 | DRAGONEER GROWTH OPT CORP II | G28315102 | 800,000 | $7.9M | 2.57% |
| 16 | ZILLOW GROUP INC | Z | 233,233 | $7.3M | 2.37% |
| 17 | KRANESHARES TR | 500767306 | 220,000 | $6.6M | 2.16% |
| 18 | BLOCK INC | BSQKZ | 97,551 | $6.1M | 2.00% |
| 19 | NEXTDOOR HOLDINGS INC | NXDR | 2,100,000 | $4.3M | 1.41% |
| 20 | YATRA ONLINE INC | YTRA | 1,400,000 | $3.4M | 1.10% |