13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001879202-24-000048
Total Value
$485.8M
Positions
20
Other Managers
1
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 325,275 | $62.9M | 12.94% |
| 2 | SNAP INC | SNAP | 3,299,700 | $54.8M | 11.28% |
| 3 | ICICI BANK LIMITED | IBN | 1,600,000 | $46.1M | 9.49% |
| 4 | BLOCK INC | BSQKZ | 568,900 | $36.7M | 7.55% |
| 5 | AVIS BUDGET GROUP | CAR | 307,300 | $32.1M | 6.61% |
| 6 | MERCADOLIBRE INC | MELI | 18,300 | $30.1M | 6.19% |
| 7 | SILICON MOTION TECHNOLOGY CO | SIMO | 349,400 | $28.3M | 5.82% |
| 8 | SEA LTD | SE | 382,400 | $27.3M | 5.62% |
| 9 | TASKUS INC | TASK | 1,817,012 | $24.2M | 4.98% |
| 10 | REDDIT INC | RDDT | 365,000 | $23.3M | 4.80% |
| 11 | FUTU HLDGS LTD | FUTU | 345,355 | $22.7M | 4.66% |
| 12 | THOUGHTWORKS HOLDING INC | 88546E105 | 7,463,633 | $21.2M | 4.36% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 242,548 | $17.5M | 3.59% |
| 14 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 300,000 | $11.9M | 2.45% |
| 15 | KANZHUN LIMITED | BZ | 580,000 | $10.9M | 2.25% |
| 16 | ZILLOW GROUP INC | Z | 233,233 | $10.5M | 2.16% |
| 17 | TAL EDUCATION GROUP | TAL | 919,693 | $9.8M | 2.02% |
| 18 | ALPHABET INC | GOOG | 43,163 | $7.9M | 1.63% |
| 19 | KE HLDGS INC | BEKE | 432,100 | $6.1M | 1.26% |
| 20 | ELASTIC N V | ESTC | 13,963 | $1.6M | 0.33% |