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| Name: |
Think Investments LP |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94129 |
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data |
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| Holdings
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23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMZN |
Amazon.com Inc |
1 |
- |
$223.41 |
$61,887,000 |
325,275 |
12.07% |
-9,475,000 |
0 |
0.003 |
Internet Software & S... |
|
|
TASK |
Taskus, Inc. |
2 |
- |
$16.78 |
$44,343,000 |
3,253,358 |
8.65% |
-4,470,000 |
371,845 |
3.35 |
N/A |
|
|
SE |
Sea Limited |
3 |
- |
$149.47 |
$43,766,000 |
335,400 |
8.54% |
8,180,000 |
0 |
0.1 |
N/A |
|
|
IBN |
ICICI Bank Limited (ADR) |
4 |
- |
$33.76 |
$40,730,000 |
1,292,200 |
7.94% |
2,145,000 |
0 |
0.037 |
Foreign Money Center ... |
|
|
MELI |
Mercadolibre Inc |
5 |
- |
$2,514.05 |
$35,701,000 |
18,300 |
6.96% |
4,583,000 |
0 |
0.037 |
Business Services |
|
|
BABA |
Alibaba Group Holding Limited |
6 |
- |
$108.70 |
$32,072,000 |
242,548 |
6.26% |
11,506,000 |
0 |
0.009 |
N/A |
|
|
RDDT |
Reddit, Inc. |
7 |
- |
$157.03 |
$28,113,000 |
268,000 |
5.48% |
-11,603,000 |
25,000 |
0.223 |
N/A |
|
|
FHL |
Futu Holdings Ltd |
8 |
- |
$0.00 |
$25,567,000 |
249,800 |
4.99% |
5,585,000 |
0 |
0.225 |
N/A |
|
|
KGS |
Kodiak Gas Services, Inc. |
9 |
New |
$0.00 |
$23,678,000 |
634,794 |
4.62% |
23,678,000 |
634,794 |
0.82 |
N/A |
|
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ATAT |
Atour Lifestyle Holdings Am... |
10 |
- |
$0.00 |
$19,717,000 |
695,487 |
3.85% |
14,581,000 |
504,487 |
0.657 |
N/A |
|
|
PDD |
Bloom Energy Corp |
11 |
New |
$103.59 |
$19,173,000 |
162,000 |
3.74% |
19,173,000 |
162,000 |
0.024 |
N/A |
|
|
ZETA |
Zeta Global Holdings Corp. |
12 |
New |
$15.45 |
$19,126,000 |
1,410,457 |
3.73% |
19,126,000 |
1,410,457 |
0.919 |
N/A |
|
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SIMO |
Silicon Motion Technology Corp |
13 |
- |
$74.81 |
$17,666,000 |
349,400 |
3.45% |
-1,219,000 |
0 |
0.994 |
Diversified Electronics |
|
|
SNAP |
Snap Inc |
14 |
- |
$9.27 |
$17,561,000 |
2,016,200 |
3.43% |
-24,010,000 |
-1,843,700 |
0.164 |
N/A |
|
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SGH |
Smart Global Holdings, Inc. |
15 |
- |
$20.87 |
$15,713,000 |
904,587 |
3.06% |
-1,646,000 |
0 |
1.587 |
N/A |
|
|
TCOM |
Trip.com Group Ltd |
16 |
New |
$58.74 |
$15,132,000 |
238,000 |
2.95% |
15,132,000 |
238,000 |
0.04 |
Gambling/Resorts |
|
|
CLS |
Celestica Inc (USA) |
17 |
New |
$44.02 |
$14,939,000 |
189,558 |
2.91% |
14,939,000 |
189,558 |
0.16 |
Printed Circuit Boards |
|
|
DKNG |
Draftkings Inc Class A |
18 |
- |
$0.00 |
$14,692,000 |
442,400 |
2.87% |
-1,765,000 |
0 |
0.101 |
N/A |
|
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CAR |
Avis Budget Group Inc |
19 |
- |
$181.31 |
$8,865,000 |
116,800 |
1.73% |
-550,000 |
0 |
0.167 |
Business Services |
|
|
CZR |
Caesars Entertainment Inc |
20 |
- |
$29.71 |
$7,500,000 |
300,000 |
1.46% |
-2,526,000 |
0 |
0.131 |
N/A |
|
|
GOOG |
Alphabet Inc |
21 |
- |
$180.55 |
$6,743,000 |
43,163 |
1.32% |
-1,477,000 |
0 |
0.001 |
Search Engines & Info... |
|
|
APLD |
Applied Blockchain Ord Shs |
23 |
Closed |
$0.93 |
$0 |
0 |
0% |
-15,739,000 |
-2,060,136 |
0 |
Aerospace/Defense Pro... |
|
|
BZ |
Kanzhun Ltd |
22 |
Closed |
$17.95 |
$0 |
0 |
0% |
-5,974,000 |
-432,906 |
0 |
N/A |
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