Institutional Manager · CIK 0001635999
Think Investments LP
San Francisco, CA · File #028-16860
Latest AUM
$897.3M
Positions
26
Top-10 Concentration
55.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202526 pos · $897.3M
- 13F HOLDINGS REPORTQ/E Sep 202520 pos · $756.6M
- 13F HOLDINGS REPORTQ/E Jun 202521 pos · $576.9M
- 13F HOLDINGS REPORTQ/E Mar 202521 pos · $512.7M
- 13F HOLDINGS REPORTQ/E Dec 202418 pos · $454.5M
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $511.7M
- 13F HOLDINGS REPORTQ/E Jun 202420 pos · $485.8M
- 13F HOLDINGS REPORTQ/E Mar 202420 pos · $448.2M
- 13F HOLDINGS REPORTQ/E Dec 202324 pos · $442.9M
- 13F HOLDINGS REPORTQ/E Sep 202321 pos · $456.9M
- 13F HOLDINGS REPORTQ/E Jun 202321 pos · $437.7M
- 13F HOLDINGS REPORTQ/E Mar 202320 pos · $307.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 325,275 | $75.1M | 8.37% |
| 2 | MARVELL TECHNOLOGY INC | MRVL | 747,811 | $63.5M | 7.08% |
| 3 | BLACK HILLS CORP | BKH | 800,000 | $55.5M | 6.19% |
| 4 | SEMTECH CORP | SMTC | 666,400 | $49.1M | 5.47% |
| 5 | ALIBABA GROUP HLDG LTD | BBAAY | 320,500 | $47.0M | 5.24% |
| 6 | REDDIT INC | RDDT | 198,382 | $45.6M | 5.08% |
| 7 | TASKUS INC | TASK | 3,734,665 | $44.0M | 4.91% |
| 8 | CORE SCIENTIFIC INC NEW | 21874A106 | 2,799,600 | $40.8M | 4.54% |
| 9 | ICICI BANK LIMITED | IBN | 1,292,200 | $38.5M | 4.29% |
| 10 | TTM TECHNOLOGIES INC | TTMI | 551,504 | $38.1M | 4.24% |
| 11 | BLACK HILLS CORP | BKH | 537,637 | $37.3M | 4.16% |
| 12 | GITLAB INC | GTLB | 988,200 | $37.1M | 4.13% |
| 13 | MERCADOLIBRE INC | MELI | 18,300 | $36.9M | 4.11% |
| 14 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 897,500 | $35.4M | 3.94% |
| 15 | CIRCLE INTERNET GROUP INC | CRCL | 364,700 | $28.9M | 3.22% |
| 16 | NU HLDGS LTD | NU | 1,700,000 | $28.5M | 3.17% |
| 17 | CELESTICA INC | CLS | 92,300 | $27.3M | 3.04% |
| 18 | ROCKET COS INC | 77311W101 | 1,400,000 | $27.1M | 3.02% |
| 19 | SILICON MOTION TECHNOLOGY CO | SIMO | 289,300 | $26.8M | 2.99% |
| 20 | FUTU HLDGS LTD | FUTU | 156,900 | $25.8M | 2.87% |