Institutions / Think Investments LP
Think Investments LP
CIK 1635999 · Institution · as of Dec 31, 2025
Portfolio value
$782.02M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $75.08M | 9.6% |
| Marvell Technology, Inc. | $63.55M | 8.1% |
| Semtech Corp | $49.11M | 6.3% |
| Alibaba Group Holding LtdBABA | $46.98M | 6.0% |
| Reddit, Inc. | $45.60M | 5.8% |
| TaskUs, Inc. | $44.03M | 5.6% |
| Core Scientific, Inc./tx | $40.76M | 5.2% |
| Icici Bank LtdIBN | $38.51M | 4.9% |
| TTM Technologies Inc | $38.05M | 4.9% |
| Black Hills Corp | $37.32M | 4.8% |
| Gitlab Inc. | $37.09M | 4.7% |
| MercadoLibre, Inc. | $36.86M | 4.7% |
| Atour Lifestyle Holdings Ltd | $35.36M | 4.5% |
| Circle Internet Group, Inc.CRCL | $28.92M | 3.7% |
| Celestica IncCLS | $27.28M | 3.5% |
| Rocket Companies, Inc. | $27.10M | 3.5% |
| Silicon Motion Technology CORPSIMO | $26.82M | 3.4% |
| Futu Holdings LtdFUTU | $25.76M | 3.3% |
| Compass, Inc. | $22.39M | 2.9% |
| Sea Ltd | $22.20M | 2.8% |
| Qfin Holdings, Inc.QFIN | $6.74M | 0.9% |
| Bloom Energy Corp | $6.50M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.