Think Investments LP
30 holdingsFiling period: 2026-03-31Current AUM: $893.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 377.3K | $78.6M | $102.5M | 11.46% | +52.0K | 2026-03-31 |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 514.6K | $51.0M | $96.5M | 10.80% | -533,211 | 2026-03-31 |
| 3 | BABA | ALIBABA GROUP HLDG LTD | 320.5K | $40.2M | $39.2M | 4.38% | -- | 2026-03-31 |
| 4 | CLS | CELESTICA INC | 135.4K | $38.1M | $44.9M | 5.02% | +43.1K | 2026-03-31 |
| 5 | BKH | BLACK HILLS CORP | 537.5K | $37.3M | $38.3M | 4.28% | -800,137 | 2026-03-31 |
| 6 | CRCL | CIRCLE INTERNET GROUP INC | 364.7K | $34.8M | $22.8M | 2.55% | -- | 2026-03-31 |
| 7 | IBN | ICICI BANK LIMITED | 1.29M | $33.5M | $38.8M | 4.34% | -- | 2026-03-31 |
| 8 | ATAT | ATOUR LIFESTYLE HLDGS LTD | 897.5K | $33.0M | $30.8M | 3.45% | -- | 2026-03-31 |
| 9 | — | TOWER SEMICONDUCTOR LTD | 185.4K | $32.5M | $32.5M | 3.64% | -- | 2026-03-31 |
| 10 | MELI | MERCADOLIBRE INC | 18.3K | $31.6M | $34.4M | 3.85% | -- | 2026-03-31 |
| 11 | FUTU | FUTU HLDGS LTD | 228.7K | $31.3M | $24.0M | 2.69% | +71.8K | 2026-03-31 |
| 12 | RKT | ROCKET COS INC | 2.03M | $28.9M | $26.2M | 2.93% | +631.5K | 2026-03-31 |
| 13 | RDDT | REDDIT INC | 198.4K | $26.7M | $27.9M | 3.12% | -- | 2026-03-31 |
| 14 | TASK | TASKUS INC | 3.73M | $25.1M | $22.7M | 2.54% | -- | 2026-03-31 |
| 15 | OGN | ORGANON & CO | 4.00M | $24.0M | $54.2M | 6.06% | -- | 2026-03-31 |
| 16 | — | XP INC | 1.13M | $21.6M | $21.6M | 2.41% | -- | 2026-03-31 |
| 17 | BRKR | BRUKER CORP | 550.0K | $19.9M | $34.6M | 3.87% | -- | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 34.0K | $19.5M | $18.9M | 2.12% | -- | 2026-03-31 |
| 19 | SMTC | SEMTECH CORP | 217.2K | $16.7M | $25.6M | 2.86% | -449,200 | 2026-03-31 |
| 20 | AEVA | AEVA TECHNOLOGIES INC | 1.20M | $15.8M | $21.0M | 2.35% | -- | 2026-03-31 |
| 21 | SHAK | SHAKE SHACK INC | 178.1K | $15.8M | $11.2M | 1.25% | -- | 2026-03-31 |
| 22 | SE | SEA LTD | 174.0K | $14.4M | $18.6M | 2.08% | -- | 2026-03-31 |
| 23 | EA | ELECTRONIC ARTS INC | 70.0K | $14.3M | $14.7M | 1.64% | -- | 2026-03-31 |
| 24 | SCHW | SCHWAB CHARLES CORP | 146.0K | $13.7M | $15.4M | 1.72% | -- | 2026-03-31 |
| 25 | GS | GOLDMAN SACHS GROUP INC | 16.0K | $13.5M | $16.3M | 1.82% | -- | 2026-03-31 |
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