Think Investments LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Think Investments LP reported 20 stock positions worth $485.8 million. Its top holding was Amazon.com (AMZN) at 12.9% of the portfolio, followed by Snap Class A (SNAP, 11.3%) and Icici Bank Ltd.-Spon ADR (IBN, 9.5%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 7 and reduced 4. The biggest buy was Snap Class A (SNAP, shares +20%) and the biggest sale an exit from Confluent Class A (CFLT).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $485.8M (Q2 2024)
- SEC Filing
- 0001879202-24-000048 ↗ filed Aug 14, 2024
Holdings Value
Holdings 20 stocks · $485.8M
| AMZN Amazon.com Inc. | 12.94% | 325,275 | $62.9M | Reduce -2.4% |
| SNAP Snap Inc. Class A | 11.28% | 3,299,700 | $54.8M | Add +20.4% |
| IBN Icici Bank Ltd.-Spon ADR | 9.49% | 1,600,000 | $46.1M | No change |
| XYZ Block Inc. | 7.55% | 568,900 | $36.7M | No change |
| CAR Avis Budget Group Inc. | 6.61% | 307,300 | $32.1M | Add +8.8% |
| MELI MercadoLibre Inc. | 6.19% | 18,300 | $30.1M | No change |
| SIMO Silicon Motion Technol-ADR | 5.82% | 349,400 | $28.3M | Add +58.7% |
| SE Sea Ltd.-ADR | 5.62% | 382,400 | $27.3M | Add +40.5% |
| TASK Taskus Inc. Class A | 4.98% | 1,817,012 | $24.2M | Add +2.9% |
| RDDT Reddit Inc. Class A | 4.80% | 365,000 | $23.3M | No change |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 4.66% | 345,355 | $22.7M | Add +8.2% |
| TWKS Thoughtworks Holding Inc. | 4.36% | 7,463,633 | $21.2M | Add +11.4% |
| BABA Alibaba Group Holding-SP ADR | 3.59% | 242,548 | $17.5M | Reduce -30.1% |
| CZR Caesars Entertainment Inc. | 2.45% | 300,000 | $11.9M | New |
| BZ Kanzhun Ltd. - ADR | 2.25% | 580,000 | $10.9M | New |
| ZG Zillow Group Inc. Class A | 2.16% | 233,233 | $10.5M | No change |
| TAL Tal Education Group- ADR | 2.02% | 919,693 | $9.8M | Reduce -41.8% |
| GOOG Alphabet Inc. Class C | 1.63% | 43,163 | $7.9M | Reduce -55.6% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 1.26% | 432,100 | $6.1M | No change |
| ESTC Elastic NV | 0.33% | 13,963 | $1.6M | New |
Portfolio Sells Q1 2024 → Q2 2024
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −3.34 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −2.07 |
| BABA Alibaba Group Holding-SP ADR | Reduce -30.1% | 3.59% | −2.00 |
| TAL Tal Education Group- ADR | Reduce -41.8% | 2.02% | −1.98 |
| GOOG Alphabet Inc. Class C | Reduce -55.6% | 1.63% | −1.67 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 12.94% | −0.47 |
| DLO Dlocal Ltd. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q1 2024 → Q2 2024
| SNAP Snap Inc. Class A | Add +20.4% | 11.28% | +4.26 |
| CZR Caesars Entertainment Inc. | New | 2.45% | +2.45 |
| SE Sea Ltd.-ADR | Add +40.5% | 5.62% | +2.36 |
| BZ Kanzhun Ltd. - ADR | New | 2.25% | +2.25 |
| SIMO Silicon Motion Technol-ADR | Add +58.7% | 5.82% | +2.04 |
| FUTU Futu Holdings Ltd.-ADR | Add +8.2% | 4.66% | +0.81 |
| TWKS Thoughtworks Holding Inc. | Add +11.4% | 4.36% | +0.58 |
| TASK Taskus Inc. Class A | Add +2.9% | 4.98% | +0.39 |
| ESTC Elastic NV | New | 0.33% | +0.33 |
| CAR Avis Budget Group Inc. | Add +8.8% | 6.61% | −1.10 |
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 |