13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001879202-25-000009
Total Value
$454.5M
Positions
18
Other Managers
1
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 325,275 | $71.4M | 15.70% |
| 2 | TASKUS INC | TASK | 2,881,513 | $48.8M | 10.74% |
| 3 | SNAP INC | SNAP | 3,859,900 | $41.6M | 9.15% |
| 4 | REDDIT INC | RDDT | 243,000 | $39.7M | 8.74% |
| 5 | ICICI BANK LIMITED | IBN | 1,292,200 | $38.6M | 8.49% |
| 6 | SEA LTD | SE | 335,400 | $35.6M | 7.83% |
| 7 | MERCADOLIBRE INC | MELI | 18,300 | $31.1M | 6.85% |
| 8 | ALIBABA GROUP HLDG LTD | BBAAY | 242,548 | $20.6M | 4.52% |
| 9 | FUTU HLDGS LTD | FUTU | 249,800 | $20.0M | 4.40% |
| 10 | SILICON MOTION TECHNOLOGY CO | SIMO | 349,400 | $18.9M | 4.16% |
| 11 | PENGUIN SOLUTIONS INC | PENG | 904,587 | $17.4M | 3.82% |
| 12 | DRAFTKINGS INC NEW | DKNG | 442,400 | $16.5M | 3.62% |
| 13 | APPLIED DIGITAL CORP | APLD | 2,060,136 | $15.7M | 3.46% |
| 14 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 300,000 | $10.0M | 2.21% |
| 15 | AVIS BUDGET GROUP | CAR | 116,800 | $9.4M | 2.07% |
| 16 | ALPHABET INC | GOOG | 43,163 | $8.2M | 1.81% |
| 17 | KANZHUN LIMITED | BZ | 432,906 | $6.0M | 1.31% |
| 18 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 191,000 | $5.1M | 1.13% |