Think Investments LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Think Investments LP reported 17 stock positions worth $511.7 million. Its top holding was Thoughtworks (TWKS) at 12.5% of the portfolio, followed by Amazon.com (AMZN, 11.8%) and Snap Class A (SNAP, 9.4%). Compared with Q2 2024, it opened 1 new position, sold out of 4, added to 5 and reduced 3. The biggest buy was Thoughtworks (TWKS, shares +93%) and the biggest sale Block (XYZ, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $511.7M (Q3 2024)
- SEC Filing
- 0001879202-24-000065 ↗ filed Nov 14, 2024
Holdings Value
Holdings 17 stocks · $511.7M
| TWKS Thoughtworks Holding Inc. | 12.45% | 14,414,000 | $63.7M | Add +93.1% |
| AMZN Amazon.com Inc. | 11.85% | 325,275 | $60.6M | No change |
| SNAP Snap Inc. Class A | 9.39% | 4,490,500 | $48.0M | Add +36.1% |
| IBN Icici Bank Ltd.-Spon ADR | 7.54% | 1,292,200 | $38.6M | Reduce -19.2% |
| MELI MercadoLibre Inc. | 7.34% | 18,300 | $37.6M | No change |
| SE Sea Ltd.-ADR | 7.05% | 382,400 | $36.1M | No change |
| RDDT Reddit Inc. Class A | 6.74% | 523,400 | $34.5M | Add +43.4% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 6.46% | 345,355 | $33.0M | No change |
| TASK Taskus Inc. Class A | 6.36% | 2,516,905 | $32.5M | Add +38.5% |
| BABA Alibaba Group Holding-SP ADR | 5.77% | 278,400 | $29.5M | Add +14.8% |
| CAR Avis Budget Group Inc. | 5.26% | 307,300 | $26.9M | No change |
| SIMO Silicon Motion Technol-ADR | 4.15% | 349,400 | $21.2M | No change |
| APLD Applied Digital Corp. | 2.61% | 1,618,845 | $13.4M | New |
| CZR Caesars Entertainment Inc. | 2.45% | 300,000 | $12.5M | No change |
| XYZ Block Inc. | 1.72% | 130,800 | $8.8M | Reduce -77.0% |
| BZ Kanzhun Ltd. - ADR | 1.47% | 432,906 | $7.5M | Reduce -25.4% |
| GOOG Alphabet Inc. Class C | 1.41% | 43,163 | $7.2M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| XYZ Block Inc. | Reduce -77.0% | 1.72% | −5.84 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −2.16 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −2.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -19.2% | 7.54% | −1.95 |
| BEKE Ke Holdings Inc.-ADR | Sold out | 0.00% | −1.26 |
| BZ Kanzhun Ltd. - ADR | Reduce -25.4% | 1.47% | −0.78 |
| ESTC Elastic NV | Sold out | 0.00% | −0.33 |
Portfolio Buys Q2 2024 → Q3 2024
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 |