13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001879202-24-000065
Total Value
$511.7M
Positions
17
Other Managers
1
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | THOUGHTWORKS HOLDING INC | 88546E105 | 14,414,000 | $63.7M | 12.45% |
| 2 | AMAZON COM INC | AMZN | 325,275 | $60.6M | 11.85% |
| 3 | SNAP INC | SNAP | 4,490,500 | $48.0M | 9.39% |
| 4 | ICICI BANK LIMITED | IBN | 1,292,200 | $38.6M | 7.54% |
| 5 | MERCADOLIBRE INC | MELI | 18,300 | $37.6M | 7.34% |
| 6 | SEA LTD | SE | 382,400 | $36.1M | 7.05% |
| 7 | REDDIT INC | RDDT | 523,400 | $34.5M | 6.74% |
| 8 | FUTU HLDGS LTD | FUTU | 345,355 | $33.0M | 6.46% |
| 9 | TASKUS INC | TASK | 2,516,905 | $32.5M | 6.36% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 278,400 | $29.5M | 5.77% |
| 11 | AVIS BUDGET GROUP | CAR | 307,300 | $26.9M | 5.26% |
| 12 | SILICON MOTION TECHNOLOGY CO | SIMO | 349,400 | $21.2M | 4.15% |
| 13 | APPLIED DIGITAL CORP | APLD | 1,618,845 | $13.4M | 2.61% |
| 14 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 300,000 | $12.5M | 2.45% |
| 15 | BLOCK INC | BSQKZ | 130,800 | $8.8M | 1.72% |
| 16 | KANZHUN LIMITED | BZ | 432,906 | $7.5M | 1.47% |
| 17 | ALPHABET INC | GOOG | 43,163 | $7.2M | 1.41% |