Think Investments Lp Top Holdings and 13F Report (2025) About Think Investments LpInvestment ActivityThink Investments Lp has $576.90 million in total holdings as of June 30, 2025.Think Investments Lp owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.03% of the portfolio was purchased this quarter.About 18.33% of the portfolio was sold this quarter.This quarter, Think Investments Lp has purchased 21 new stocks and bought additional shares in 3 stocks.Think Investments Lp sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $71,362,082TaskUs $62,592,985MercadoLibre $47,829,429ICICI Bank $43,469,608REDDIT INC $40,352,760 Largest New Holdings this Quarter 37637K108 - GitLab $30,995,081 Holding336433107 - First Solar $9,601,320 Holding88339P101 - RealReal $4,299,250 Holding Largest Purchases this Quarter GitLab 687,100 shares (about $31.00M)PDD 94,200 shares (about $9.86M)First Solar 58,000 shares (about $9.60M)TaskUs 481,307 shares (about $8.07M)Atour Lifestyle 202,013 shares (about $6.57M) Largest Sales this Quarter SEA 161,400 shares (about $25.81M)Avis Budget Group 91,900 shares (about $15.54M)CELESTICA INC 41,358 shares (about $6.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThink Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$71,362,0820.0%325,27512.4%Retail/WholesaleTASKTaskUs$62,592,985$8,066,705 ▲14.8%3,734,66510.8%Computer and TechnologyMELIMercadoLibre$47,829,4290.0%18,3008.3%Retail/WholesaleIBNICICI Bank$43,469,6080.0%1,292,2007.5%FinanceREDDIT INC$40,352,7600.0%268,0007.0%CL AGTLBGitLab$30,995,081$30,995,081 ▲New Holding687,1005.4%Computer and TechnologyFUTUFutu$30,872,7820.0%249,8005.4%Business ServicesATATAtour Lifestyle$29,177,725$6,567,443 ▲29.0%897,5005.1%Consumer DiscretionarySESEA$27,829,560$25,814,316 ▼-48.1%174,0004.8%Computer and TechnologyBABAAlibaba Group$27,507,3690.0%242,5484.8%Retail/WholesalePDDPDD$26,813,892$9,858,972 ▲58.1%256,2004.6%Retail/WholesaleSIMOSilicon Motion Technology$26,264,3980.0%349,4004.6%Computer and TechnologyCELESTICA INC$23,135,502$6,456,397 ▼-21.8%148,2004.0%COMDKNGDraftKings$18,974,5360.0%442,4003.3%Consumer DiscretionarySGHSMART Global$17,919,8680.0%904,5873.1%Computer and TechnologySNAPSnap$17,520,7780.0%2,016,2003.0%Computer and TechnologyFSLRFirst Solar$9,601,320$9,601,320 ▲New Holding58,0001.7%EnergyCZRCaesars Entertainment$8,517,0000.0%300,0001.5%Consumer DiscretionaryGOOGAlphabet$7,656,6850.0%43,1631.3%Computer and TechnologyREALRealReal$4,299,250$4,299,250 ▲New Holding897,5470.7%Consumer DiscretionaryCARAvis Budget Group$4,209,345$15,535,695 ▼-78.7%24,9000.7%TransportationKGSKodiak Gas Services$0$23,677,816 ▼-100.0%00.0%EnergyZETA GLOBAL HOLDINGS CORP$0$19,125,797 ▼-100.0%00.0%CL ATCOMTrip.com Group$0$15,132,040 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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