13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001879202-23-000021
Total Value
$456.9M
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVIS BUDGET GROUP | CAR | 190,500 | $43.6M | 9.53% |
| 2 | AMAZON COM INC | AMZN | 333,300 | $43.4M | 9.51% |
| 3 | ICICI BANK LIMITED | IBN | 1,600,000 | $36.9M | 8.08% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 403,400 | $33.6M | 7.36% |
| 5 | QUALCOMM INC | QCOM | 269,000 | $32.0M | 7.01% |
| 6 | ALPHABET INC | GOOG | 254,800 | $30.8M | 6.75% |
| 7 | BLOCK INC | BSQKZ | 416,200 | $27.7M | 6.06% |
| 8 | TASKUS INC | TASK | 2,087,408 | $23.6M | 5.17% |
| 9 | CATALENT INC | 148806102 | 535,600 | $23.2M | 5.08% |
| 10 | MERCADOLIBRE INC | MELI | 18,300 | $21.7M | 4.74% |
| 11 | THOUGHTWORKS HOLDING INC | 88546E105 | 2,711,293 | $20.5M | 4.48% |
| 12 | FUTU HLDGS LTD | FUTU | 427,700 | $17.0M | 3.72% |
| 13 | SEA LTD | SE | 272,100 | $15.8M | 3.46% |
| 14 | HDFC BANK LTD | HDB | 224,247 | $15.6M | 3.42% |
| 15 | KE HLDGS INC | BEKE | 1,001,900 | $14.9M | 3.26% |
| 16 | KRANESHARES TR | 500767306 | 500,000 | $13.5M | 2.95% |
| 17 | TRIPADVISOR INC | TRIP | 810,300 | $13.4M | 2.92% |
| 18 | TAL EDUCATION GROUP | TAL | 2,000,000 | $11.9M | 2.61% |
| 19 | ZILLOW GROUP INC | Z | 233,233 | $11.5M | 2.51% |
| 20 | NEXTDOOR HOLDINGS INC | NXDR | 1,079,577 | $3.5M | 0.77% |
| 21 | YATRA ONLINE INC | YTRA | 1,400,000 | $2.8M | 0.61% |