Think Investments LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Think Investments LP reported 21 stock positions worth $811.4 million. Its top holding was Marvell Technology (MRVL) at 14.4% of the portfolio, followed by Amazon.com (AMZN, 9.6%) and Lam Research (LRCX, 7.6%). Compared with Q1 2026, it opened 7 new positions, sold out of 16, added to 5 and reduced 4. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale an exit from Celestica (CLS).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $811.4M (Q2 2026)
- SEC Filing
- 0001635999-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 21 stocks · $811.4M
| MRVL Marvell Technology Inc. | 14.35% | 390,954 | $116.5M | Reduce -24.0% |
| AMZN Amazon.com Inc. | 9.56% | 325,275 | $77.5M | Reduce -13.8% |
| LRCX Lam Research Corp. | 7.63% | 142,800 | $61.9M | New |
| TSEM Tower Semiconductor Ltd. | 6.13% | 190,900 | $49.8M | Add +3.0% |
| AEVA Aeva Technologies Inc. | 5.84% | 1,649,438 | $47.4M | Add +37.5% |
| WOLF Wolfspeed Inc. | 5.36% | 902,100 | $43.5M | New |
| VSH Vishay Intertechnology Inc. | 5.27% | 794,600 | $42.7M | New |
| RKT Rocket Cos Inc. Class A | 5.05% | 2,602,700 | $41.0M | Add +28.1% |
| BRKR Bruker Corp. | 4.79% | 645,400 | $38.8M | Add +17.4% |
| BIDU Baidu Inc. - Spon ADR | 4.75% | 337,053 | $38.5M | New |
| IBN Icici Bank Ltd.-Spon ADR | 4.62% | 1,292,200 | $37.5M | No change |
| MELI MercadoLibre Inc. | 3.83% | 18,300 | $31.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 3.79% | 320,500 | $30.8M | No change |
| LMRI Lumexa Imaging Holdings Inc. | 3.56% | 2,559,501 | $28.9M | New |
| CRCL Circle Internet Group Inc. | 3.40% | 440,000 | $27.6M | Add +20.6% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 2.64% | 228,700 | $21.4M | No change |
| ATAT Atour Lifestyle Holdings-ADR | 2.10% | 536,289 | $17.1M | Reduce -40.3% |
| FIGR Figure Technology Solut Class A | 2.08% | 550,400 | $16.9M | New |
| TASK Taskus Inc. Class A | 2.03% | 3,512,150 | $16.4M | Reduce -6.0% |
| TTMI TTM Technologies | 1.99% | 86,500 | $16.2M | New |
| SHAK Shake Shack Inc. Class A | 1.23% | 178,100 | $10.0M | No change |
Options reported separately and not counted above: GOOG calls ($35.3M).
Portfolio Sells Q1 2026 → Q2 2026
| CLS Celestica Inc. | Sold out | 0.00% | −5.14 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −3.60 |
| OGN Organon & Co. | Sold out | 0.00% | −3.23 |
| XP XP Inc. Class A | Sold out | 0.00% | −2.91 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −2.62 |
| ATAT Atour Lifestyle Holdings-ADR | Reduce -40.3% | 2.10% | −2.35 |
| SMTC Semtech Corp. | Sold out | 0.00% | −2.25 |
| BKH Black Hills Corp. | Sold out | 0.00% | −2.22 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −1.94 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −1.92 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −1.85 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −1.83 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.75 |
| C Citigroup Inc. | Sold out | 0.00% | −1.64 |
| MS Morgan Stanley | Sold out | 0.00% | −1.50 |
| TASK Taskus Inc. Class A | Reduce -6.0% | 2.03% | −1.35 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −1.15 |
| AMZN Amazon.com Inc. | Reduce -13.8% | 9.56% | −1.04 |
| COMP Compass Inc. Class A | Sold out | 0.00% | −0.80 |
| MRVL Marvell Technology Inc. | Reduce -24.0% | 14.35% | +7.48 |
Portfolio Buys Q1 2026 → Q2 2026
| LRCX Lam Research Corp. | New | 7.63% | +7.63 |
| WOLF Wolfspeed Inc. | New | 5.36% | +5.36 |
| VSH Vishay Intertechnology Inc. | New | 5.27% | +5.27 |
| BIDU Baidu Inc. - Spon ADR | New | 4.75% | +4.75 |
| AEVA Aeva Technologies Inc. | Add +37.5% | 5.84% | +3.71 |
| LMRI Lumexa Imaging Holdings Inc. | New | 3.56% | +3.56 |
| BRKR Bruker Corp. | Add +17.4% | 4.79% | +2.11 |
| FIGR Figure Technology Solut Class A | New | 2.08% | +2.08 |
| TTMI TTM Technologies | New | 1.99% | +1.99 |
| TSEM Tower Semiconductor Ltd. | Add +3.0% | 6.13% | +1.75 |
| RKT Rocket Cos Inc. Class A | Add +28.1% | 5.05% | +1.15 |
| CRCL Circle Internet Group Inc. | Add +20.6% | 3.40% | −1.30 |
Options Activity Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | call | New | 100,000 | $35.3M |
| BKH Black Hills Corp. | call | Sold out | 300,000 | $20.8Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $811.4M | MRVL, AMZN, LRCX, TSEM, AEVA |
| Q1 2026 | 30 | $741.6M | AMZN, MRVL, BABA, CLS, CRCL |
| Q4 2025 | 22 | $782.0M | AMZN, MRVL, SMTC, BABA, RDDT |
| Q3 2025 | 20 | $756.6M | RDDT, AMZN, TASK, SMTC, TTMI |
| Q2 2025 | 21 | $576.9M | AMZN, TASK, MELI, IBN, RDDT |
| Q1 2025 | 21 | $512.7M | AMZN, TASK, SE, IBN, MELI |
| Q4 2024 | 18 | $454.5M | AMZN, TASK, SNAP, RDDT, IBN |
| Q3 2024 | 17 | $511.7M | TWKS, AMZN, SNAP, IBN, MELI |
| Q2 2024 | 20 | $485.8M | AMZN, SNAP, IBN, XYZ, CAR |
| Q1 2024 | 20 | $448.2M | AMZN, XYZ, IBN, CAR, SNAP |