13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001879202-24-000033
Total Value
$448.2M
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 333,300 | $60.1M | 13.41% |
| 2 | BLOCK INC | BSQKZ | 568,900 | $48.1M | 10.74% |
| 3 | ICICI BANK LIMITED | IBN | 1,600,000 | $42.3M | 9.43% |
| 4 | AVIS BUDGET GROUP | CAR | 282,400 | $34.6M | 7.72% |
| 5 | SNAP INC | SNAP | 2,741,400 | $31.5M | 7.02% |
| 6 | MERCADOLIBRE INC | MELI | 18,300 | $27.7M | 6.17% |
| 7 | ALIBABA GROUP HLDG LTD | BBAAY | 346,800 | $25.1M | 5.60% |
| 8 | TASKUS INC | TASK | 1,766,497 | $20.6M | 4.59% |
| 9 | REDDIT INC | RDDT | 365,000 | $18.0M | 4.02% |
| 10 | TAL EDUCATION GROUP | TAL | 1,579,495 | $17.9M | 4.00% |
| 11 | FUTU HLDGS LTD | FUTU | 319,200 | $17.3M | 3.86% |
| 12 | THOUGHTWORKS HOLDING INC | 88546E105 | 6,700,456 | $17.0M | 3.78% |
| 13 | SILICON MOTION TECHNOLOGY CO | SIMO | 220,200 | $16.9M | 3.78% |
| 14 | CONFLUENT INC | 20717M103 | 490,100 | $15.0M | 3.34% |
| 15 | ALPHABET INC | GOOG | 97,163 | $14.8M | 3.30% |
| 16 | SEA LTD | SE | 272,100 | $14.6M | 3.26% |
| 17 | ZILLOW GROUP INC | Z | 233,233 | $11.2M | 2.49% |
| 18 | HASHICORP INC | 418100103 | 344,600 | $9.3M | 2.07% |
| 19 | KE HLDGS INC | BEKE | 432,100 | $5.9M | 1.32% |
| 20 | DLOCAL LTD | DLO | 32,742 | $481,307 | 0.11% |