Think Investments Lp Top Holdings and 13F Report (2025) About Think Investments LpInvestment ActivityThink Investments Lp has $512.68 million in total holdings as of March 31, 2025.Think Investments Lp owns shares of 21 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 22.24% of the portfolio was purchased this quarter.About 7.37% of the portfolio was sold this quarter.This quarter, Think Investments Lp has purchased 18 new stocks and bought additional shares in 3 stocks.Think Investments Lp sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $61,886,822TaskUs $44,343,269SEA $43,766,346ICICI Bank $40,730,144MercadoLibre $35,700,921 Largest New Holdings this Quarter 50012A108 - Kodiak Gas Services $23,677,816 Holding722304102 - PDD $19,172,700 Holding98956A105 - ZETA GLOBAL HOLDINGS CORP $19,125,797 Holding89677Q107 - Trip.com Group $15,132,040 Holding15101Q207 - CELESTICA INC $14,939,066 Holding Largest Purchases this Quarter Kodiak Gas Services 634,794 shares (about $23.68M)PDD 162,000 shares (about $19.17M)ZETA GLOBAL HOLDINGS CORP 1,410,457 shares (about $19.13M)Trip.com Group 238,000 shares (about $15.13M)CELESTICA INC 189,558 shares (about $14.94M) Largest Sales this Quarter Snap 1,843,700 shares (about $16.06M) 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$61,886,8220.0%325,27512.1%Retail/WholesaleTASKTaskUs$44,343,269$5,068,247 ▲12.9%3,253,3588.6%Computer and TechnologySESEA$43,766,3460.0%335,4008.5%Computer and TechnologyIBNICICI Bank$40,730,1440.0%1,292,2007.9%FinanceMELIMercadoLibre$35,700,9210.0%18,3007.0%Retail/WholesaleBABAAlibaba Group$32,072,1220.0%242,5486.3%Retail/WholesaleREDDIT INC$28,113,200$2,622,500 ▲10.3%268,0005.5%CL AFUTUFutu$25,567,0300.0%249,8005.0%Business ServicesKGSKodiak Gas Services$23,677,816$23,677,816 ▲New Holding634,7944.6%EnergyATATAtour Lifestyle$19,717,056$14,302,206 ▲264.1%695,4873.8%Consumer DiscretionaryPDDPDD$19,172,700$19,172,700 ▲New Holding162,0003.7%Retail/WholesaleZETA GLOBAL HOLDINGS CORP$19,125,797$19,125,797 ▲New Holding1,410,4573.7%CL ASIMOSilicon Motion Technology$17,665,6640.0%349,4003.4%Computer and TechnologySNAPSnap$17,561,102$16,058,627 ▼-47.8%2,016,2003.4%Computer and TechnologySGHSMART Global$15,712,6760.0%904,5873.1%Computer and TechnologyTCOMTrip.com Group$15,132,040$15,132,040 ▲New Holding238,0003.0%Consumer DiscretionaryCELESTICA INC$14,939,066$14,939,066 ▲New Holding189,5582.9%COMDKNGDraftKings$14,692,1040.0%442,4002.9%Consumer DiscretionaryCARAvis Budget Group$8,865,1200.0%116,8001.7%TransportationCZRCaesars Entertainment$7,500,0000.0%300,0001.5%Consumer DiscretionaryGOOGAlphabet$6,743,3550.0%43,1631.3%Computer and TechnologyAPLDApplied Digital$0$15,739,439 ▼-100.0%00.0%FinanceBZKanzhun$0$5,974,103 ▼-100.0%00.0%Computer and TechnologyShowing 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.
