13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001879202-23-000015
Total Value
$437.7M
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | BBAAY | 403,400 | $41.2M | 9.42% |
| 2 | ICICI BANK LIMITED | IBN | 1,600,000 | $34.5M | 7.89% |
| 3 | QUALCOMM INC | QCOM | 269,000 | $34.3M | 7.84% |
| 4 | MERCADOLIBRE INC | MELI | 23,400 | $30.8M | 7.05% |
| 5 | BLOCK INC | BSQKZ | 416,200 | $28.6M | 6.53% |
| 6 | AMAZON COM INC | AMZN | 270,000 | $27.9M | 6.37% |
| 7 | ALPHABET INC | GOOG | 254,800 | $26.5M | 6.05% |
| 8 | SEA LTD | SE | 272,100 | $23.6M | 5.38% |
| 9 | TASKUS INC | TASK | 1,549,787 | $22.4M | 5.11% |
| 10 | FUTU HLDGS LTD | FUTU | 427,700 | $22.2M | 5.07% |
| 11 | AVIS BUDGET GROUP | CAR | 112,157 | $21.8M | 4.99% |
| 12 | GITLAB INC | GTLB | 580,800 | $19.9M | 4.55% |
| 13 | KE HLDGS INC | BEKE | 1,001,900 | $18.9M | 4.31% |
| 14 | NU HLDGS LTD | NU | 3,424,700 | $16.3M | 3.72% |
| 15 | KRANESHARES TR | 500767907 | 500,000 | $15.6M | 3.56% |
| 16 | HDFC BANK LTD | HDB | 224,247 | $15.0M | 3.42% |
| 17 | TAL EDUCATION GROUP | TAL | 1,700,000 | $10.9M | 2.49% |
| 18 | ZILLOW GROUP INC | Z | 233,233 | $10.2M | 2.33% |
| 19 | APPLOVIN CORP | APP | 627,052 | $9.9M | 2.26% |
| 20 | NEXTDOOR HOLDINGS INC | NXDR | 1,880,985 | $4.0M | 0.92% |
| 21 | YATRA ONLINE INC | YTRA | 1,400,000 | $3.2M | 0.73% |