Think Investments LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Think Investments LP reported 20 stock positions worth $448.2 million. Its top holding was Amazon.com (AMZN) at 13.4% of the portfolio, followed by Block (XYZ, 10.7%) and Icici Bank Ltd.-Spon ADR (IBN, 9.4%). Compared with Q4 2023, it opened 5 new positions, sold out of 6, added to 5 and reduced 2. The biggest buy was a new position in Snap Class A (SNAP) and the biggest sale an exit from Sentinelone Class A (S).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $448.2M (Q1 2024)
- SEC Filing
- 0001879202-24-000033 ↗ filed May 15, 2024
Holdings Value
Holdings 20 stocks · $448.2M
| AMZN Amazon.com Inc. | 13.41% | 333,300 | $60.1M | No change |
| XYZ Block Inc. | 10.73% | 568,900 | $48.1M | No change |
| IBN Icici Bank Ltd.-Spon ADR | 9.43% | 1,600,000 | $42.3M | No change |
| CAR Avis Budget Group Inc. | 7.72% | 282,400 | $34.6M | Add +48.2% |
| SNAP Snap Inc. Class A | 7.02% | 2,741,400 | $31.5M | New |
| MELI MercadoLibre Inc. | 6.17% | 18,300 | $27.7M | No change |
| BABA Alibaba Group Holding-SP ADR | 5.60% | 346,800 | $25.1M | Add +43.0% |
| TASK Taskus Inc. Class A | 4.59% | 1,766,497 | $20.6M | Add +20.5% |
| RDDT Reddit Inc. Class A | 4.02% | 365,000 | $18.0M | New |
| TAL Tal Education Group- ADR | 4.00% | 1,579,495 | $17.9M | Reduce -17.5% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 3.86% | 319,200 | $17.3M | No change |
| TWKS Thoughtworks Holding Inc. | 3.78% | 6,700,456 | $17.0M | Add +33.2% |
| SIMO Silicon Motion Technol-ADR | 3.78% | 220,200 | $16.9M | New |
| CFLT Confluent Inc. Class A | 3.34% | 490,100 | $15.0M | New |
| GOOG Alphabet Inc. Class C | 3.30% | 97,163 | $14.8M | Reduce -35.3% |
| SE Sea Ltd.-ADR | 3.26% | 272,100 | $14.6M | No change |
| ZG Zillow Group Inc. Class A | 2.49% | 233,233 | $11.2M | No change |
| HCP Hashicorp Inc. Class A | 2.07% | 344,600 | $9.3M | Add +34.1% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 1.32% | 432,100 | $5.9M | No change |
| DLO Dlocal Ltd. | 0.11% | 32,742 | $481K | New |
Portfolio Sells Q4 2023 → Q1 2024
| S Sentinelone Inc. Class A | Sold out | 0.00% | −3.81 |
| NXT Nextpower Inc. | Sold out | 0.00% | −2.36 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −2.22 |
| ACMR Acm Research Inc. Class A | Sold out | 0.00% | −2.03 |
| TAL Tal Education Group- ADR | Reduce -17.5% | 4.00% | −2.02 |
| GOOG Alphabet Inc. Class C | Reduce -35.3% | 3.30% | −1.97 |
| YTRA Yatra Online Inc. | Sold out | 0.00% | −0.51 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −0.10 |
Portfolio Buys Q4 2023 → Q1 2024
| SNAP Snap Inc. Class A | New | 7.02% | +7.02 |
| RDDT Reddit Inc. Class A | New | 4.02% | +4.02 |
| SIMO Silicon Motion Technol-ADR | New | 3.78% | +3.78 |
| CFLT Confluent Inc. Class A | New | 3.34% | +3.34 |
| BABA Alibaba Group Holding-SP ADR | Add +43.0% | 5.60% | +0.92 |
| HCP Hashicorp Inc. Class A | Add +34.1% | 2.07% | +0.56 |
| DLO Dlocal Ltd. | New | 0.11% | +0.11 |
| TASK Taskus Inc. Class A | Add +20.5% | 4.59% | −0.18 |
| CAR Avis Budget Group Inc. | Add +48.2% | 7.72% | −0.69 |
| TWKS Thoughtworks Holding Inc. | Add +33.2% | 3.78% | −2.24 |
Options Activity Q4 2023 → Q1 2024
| XYZ Block Inc. | call | Sold out | 200,000 | $15.5Mbefore exit |
| KWEB Kranesh Csi China Internet | call | Sold out | 400,000 | $10.8Mbefore 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 |