Think Investments Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$762.5M
Q ending 2026-03-31
Prior quarter
$897.3M
Q ending 2025-12-31
Change
-15.0% QoQ · +48.7% YoY
Positions
31
reported holdings
Largest positions
All 31 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $78.6M | 377K |
| Marvell Technology Inc | MRVL | Shares | $51.0M | 515K |
| Alibaba Group Hldg Ltd | BABA | Shares | $40.2M | 321K |
| Celestica Inc | CLS | Shares | $38.1M | 135K |
| Circle Internet Group Inc | CRCL | Shares | $34.8M | 365K |
| Icici Bank Limited | IBN | Shares | $33.5M | 1.3M |
| Atour Lifestyle Hldgs Ltd | ATAT | Shares | $33.0M | 898K |
| Tower Semiconductor Ltd | Shares | $32.5M | 185K | |
| Mercadolibre Inc | MELI | Shares | $31.6M | 18K |
| Futu Hldgs Ltd | FUTU | Shares | $31.3M | 229K |
| Rocket Cos Inc | RKT | Shares | $28.9M | 2.0M |
| Reddit Inc | RDDT | Shares | $26.7M | 198K |
| Taskus Inc | TASK | Shares | $25.1M | 3.7M |
| Organon & Co | OGN | Shares | $24.0M | 4.0M |
| Xp Inc | Shares | $21.6M | 1.1M | |
| Black Hills Corp | BKH | Call | $20.8M | 300K |
| Bruker Corp | BRKR | Shares | $19.9M | 550K |
| Meta Platforms Inc | META | Shares | $19.5M | 34K |
| Semtech Corp | SMTC | Shares | $16.7M | 217K |
| Black Hills Corp | BKH | Shares | $16.5M | 238K |
| Aeva Technologies Inc | AEVA | Shares | $15.8M | 1.2M |
| Shake Shack Inc | SHAK | Shares | $15.8M | 178K |
| Sea Ltd | SE | Shares | $14.4M | 174K |
| Electronic Arts Inc | EA | Shares | $14.3M | 70K |
| Schwab Charles Corp | SCHW | Shares | $13.7M | 146K |
| Goldman Sachs Group Inc | GS | Shares | $13.5M | 16K |
| Microsoft Corp | MSFT | Shares | $13.0M | 35K |
| Citigroup Inc | C | Shares | $12.1M | 107K |
| Morgan Stanley | MS | Shares | $11.2M | 68K |
| Boston Scientific Corp | BSX | Shares | $8.5M | 136K |
| Compass Inc | COMP | Shares | $6.0M | 817K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.