13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001879202-25-000023
Total Value
$512.7M
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 325,275 | $61.9M | 12.07% |
| 2 | TASKUS INC | TASK | 3,253,358 | $44.3M | 8.65% |
| 3 | SEA LTD | SE | 335,400 | $43.8M | 8.54% |
| 4 | ICICI BANK LIMITED | IBN | 1,292,200 | $40.7M | 7.94% |
| 5 | MERCADOLIBRE INC | MELI | 18,300 | $35.7M | 6.96% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 242,548 | $32.1M | 6.26% |
| 7 | REDDIT INC | RDDT | 268,000 | $28.1M | 5.48% |
| 8 | FUTU HLDGS LTD | FUTU | 249,800 | $25.6M | 4.99% |
| 9 | KODIAK GAS SVCS INC | 50012A108 | 634,794 | $23.7M | 4.62% |
| 10 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 695,487 | $19.7M | 3.85% |
| 11 | PDD HOLDINGS INC | PDD | 162,000 | $19.2M | 3.74% |
| 12 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,410,457 | $19.1M | 3.73% |
| 13 | SILICON MOTION TECHNOLOGY CO | SIMO | 349,400 | $17.7M | 3.45% |
| 14 | SNAP INC | SNAP | 2,016,200 | $17.6M | 3.43% |
| 15 | PENGUIN SOLUTIONS INC | PENG | 904,587 | $15.7M | 3.06% |
| 16 | TRIP COM GROUP LTD | TRPCF | 238,000 | $15.1M | 2.95% |
| 17 | CELESTICA INC | CLS | 189,558 | $14.9M | 2.91% |
| 18 | DRAFTKINGS INC NEW | DKNG | 442,400 | $14.7M | 2.87% |
| 19 | AVIS BUDGET GROUP | CAR | 116,800 | $8.9M | 1.73% |
| 20 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 300,000 | $7.5M | 1.46% |
| 21 | ALPHABET INC | GOOG | 43,163 | $6.7M | 1.32% |