13F HOLDINGS REPORT
Think Investments LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001879202-25-000037
Total Value
$576.9M
Positions
21
Other Managers
1
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 325,275 | $71.4M | 12.37% |
| 2 | TASKUS INC | TASK | 3,734,665 | $62.6M | 10.85% |
| 3 | MERCADOLIBRE INC | MELI | 18,300 | $47.8M | 8.29% |
| 4 | ICICI BANK LIMITED | IBN | 1,292,200 | $43.5M | 7.54% |
| 5 | REDDIT INC | RDDT | 268,000 | $40.4M | 6.99% |
| 6 | GITLAB INC | GTLB | 687,100 | $31.0M | 5.37% |
| 7 | FUTU HLDGS LTD | FUTU | 249,800 | $30.9M | 5.35% |
| 8 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 897,500 | $29.2M | 5.06% |
| 9 | SEA LTD | SE | 174,000 | $27.8M | 4.82% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 242,548 | $27.5M | 4.77% |
| 11 | PDD HOLDINGS INC | PDD | 256,200 | $26.8M | 4.65% |
| 12 | SILICON MOTION TECHNOLOGY CO | SIMO | 349,400 | $26.3M | 4.55% |
| 13 | CELESTICA INC | CLS | 148,200 | $23.1M | 4.01% |
| 14 | DRAFTKINGS INC NEW | DKNG | 442,400 | $19.0M | 3.29% |
| 15 | PENGUIN SOLUTIONS INC | PENG | 904,587 | $17.9M | 3.11% |
| 16 | SNAP INC | SNAP | 2,016,200 | $17.5M | 3.04% |
| 17 | FIRST SOLAR INC | FSLR | 58,000 | $9.6M | 1.66% |
| 18 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 300,000 | $8.5M | 1.48% |
| 19 | ALPHABET INC | GOOG | 43,163 | $7.7M | 1.33% |
| 20 | THE REALREAL INC | 88339P101 | 897,547 | $4.3M | 0.75% |
| 21 | AVIS BUDGET GROUP | CAR | 24,900 | $4.2M | 0.73% |