Think Investments LP
22 holdingsFiling period: 2026-06-30Current AUM: $743.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | 391.0K | $116.5M | $86.7M | 11.66% | -123,646 | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 325.3K | $77.5M | $80.8M | 10.87% | -52,000 | 2026-06-30 |
| 3 | LRCX | LAM RESEARCH CORP | 142.8K | $61.9M | $38.7M | 5.20% | -- | 2026-06-30 |
| 4 | — | TOWER SEMICONDUCTOR LTD | 190.9K | $49.8M | $49.8M | 6.69% | +5.5K | 2026-06-30 |
| 5 | AEVA | AEVA TECHNOLOGIES INC | 1.65M | $47.4M | $23.4M | 3.15% | +449.4K | 2026-06-30 |
| 6 | WOLF | WOLFSPEED INC | 902.1K | $43.5M | $21.7M | 2.92% | -- | 2026-06-30 |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | 794.6K | $42.7M | $25.0M | 3.36% | -- | 2026-06-30 |
| 8 | RKT | ROCKET COS INC | 2.60M | $41.0M | $34.3M | 4.62% | +571.2K | 2026-06-30 |
| 9 | BRKR | BRUKER CORP | 645.4K | $38.8M | $36.0M | 4.84% | +95.4K | 2026-06-30 |
| 10 | BIDU | BAIDU INC | 337.1K | $38.5M | $30.5M | 4.10% | -- | 2026-06-30 |
| 11 | IBN | ICICI BANK LIMITED | 1.29M | $37.5M | $36.7M | 4.94% | -- | 2026-06-30 |
| 12 | GOOG | ALPHABET INC | 100.0K | $35.3M | $34.1M | 4.59% | -- | 2026-06-30 |
| 13 | MELI | MERCADOLIBRE INC | 18.3K | $31.1M | $33.5M | 4.50% | -- | 2026-06-30 |
| 14 | BABA | ALIBABA GROUP HLDG LTD | 320.5K | $30.8M | $35.0M | 4.71% | -- | 2026-06-30 |
| 15 | LMRI | LUMEXA IMAGING HOLDINGS INC | 2.56M | $28.9M | $30.1M | 4.05% | -- | 2026-06-30 |
| 16 | CRCL | CIRCLE INTERNET GROUP INC | 440.0K | $27.6M | $38.0M | 5.11% | +75.3K | 2026-06-30 |
| 17 | FUTU | FUTU HLDGS LTD | 228.7K | $21.4M | $24.9M | 3.35% | -- | 2026-06-30 |
| 18 | ATAT | ATOUR LIFESTYLE HLDGS LTD | 536.3K | $17.1M | $16.8M | 2.26% | -361,211 | 2026-06-30 |
| 19 | FIGR | FIGURE TECHNOLOGY SOLUTIO | 550.4K | $16.9M | $18.3M | 2.46% | -- | 2026-06-30 |
| 20 | TASK | TASKUS INC | 3.51M | $16.4M | $29.0M | 3.91% | -222,515 | 2026-06-30 |
| 21 | TTMI | TTM TECHNOLOGIES INC | 86.5K | $16.2M | $9.7M | 1.31% | -- | 2026-06-30 |
| 22 | SHAK | SHAKE SHACK INC | 178.1K | $10.0M | $10.4M | 1.40% | -- | 2026-06-30 |
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