13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001879202-23-000026
Total Value
$442.9M
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 333,300 | $42.4M | 9.57% |
| 2 | ICICI BANK LIMITED | IBN | 1,600,000 | $37.0M | 8.35% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 403,400 | $35.0M | 7.90% |
| 4 | AVIS BUDGET GROUP | CAR | 190,500 | $34.2M | 7.73% |
| 5 | QUALCOMM INC | QCOM | 269,000 | $29.9M | 6.74% |
| 6 | CATALENT INC | 148806102 | 535,600 | $24.4M | 5.51% |
| 7 | MERCADOLIBRE INC | MELI | 18,300 | $23.2M | 5.24% |
| 8 | FUTU HLDGS LTD | FUTU | 372,000 | $21.5M | 4.86% |
| 9 | BLOCK INC | BSQKZ | 473,300 | $20.9M | 4.73% |
| 10 | ALPHABET INC | GOOG | 150,163 | $19.8M | 4.47% |
| 11 | SENTINELONE INC | S | 1,164,507 | $19.6M | 4.43% |
| 12 | TAL EDUCATION GROUP | TAL | 2,000,000 | $18.2M | 4.11% |
| 13 | THOUGHTWORKS HOLDING INC | 88546E105 | 4,320,060 | $17.6M | 3.98% |
| 14 | TRIPADVISOR INC | TRIP | 921,000 | $15.3M | 3.45% |
| 15 | HDFC BANK LTD | HDB | 224,247 | $13.2M | 2.99% |
| 16 | TASKUS INC | TASK | 1,191,121 | $12.4M | 2.79% |
| 17 | SEA LTD | SE | 272,100 | $12.0M | 2.70% |
| 18 | FORTREA HLDGS INC | FTRE | 386,200 | $11.0M | 2.49% |
| 19 | KRANESHARES TR | 500767306 | 400,000 | $10.9M | 2.47% |
| 20 | ZILLOW GROUP INC | Z | 233,233 | $10.4M | 2.36% |
| 21 | KE HLDGS INC | BEKE | 432,100 | $6.7M | 1.51% |
| 22 | YATRA ONLINE INC | YTRA | 1,557,853 | $3.1M | 0.71% |
| 23 | FISKER INC | 33813J106 | 327,000 | $2.1M | 0.47% |
| 24 | NEXTDOOR HOLDINGS INC | NXDR | 1,079,577 | $2.0M | 0.44% |