Think Investments LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Think Investments LP reported 18 stock positions worth $454.5 million. Its top holding was Amazon.com (AMZN) at 15.7% of the portfolio, followed by Taskus Class A (TASK, 10.7%) and Snap Class A (SNAP, 9.1%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 2 and reduced 6. The biggest buy was Taskus Class A (TASK, shares +14%) and the biggest sale an exit from Thoughtworks (TWKS).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $454.5M (Q4 2024)
- SEC Filing
- 0001879202-25-000009 ↗ filed Feb 14, 2025
Holdings Value
Holdings 18 stocks · $454.5M
| AMZN Amazon.com Inc. | 15.70% | 325,275 | $71.4M | No change |
| TASK Taskus Inc. Class A | 10.74% | 2,881,513 | $48.8M | Add +14.5% |
| SNAP Snap Inc. Class A | 9.15% | 3,859,900 | $41.6M | Reduce -14.0% |
| RDDT Reddit Inc. Class A | 8.74% | 243,000 | $39.7M | Reduce -53.6% |
| IBN Icici Bank Ltd.-Spon ADR | 8.49% | 1,292,200 | $38.6M | No change |
| SE Sea Ltd.-ADR | 7.83% | 335,400 | $35.6M | Reduce -12.3% |
| MELI MercadoLibre Inc. | 6.85% | 18,300 | $31.1M | No change |
| BABA Alibaba Group Holding-SP ADR | 4.52% | 242,548 | $20.6M | Reduce -12.9% |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 4.40% | 249,800 | $20.0M | Reduce -27.7% |
| SIMO Silicon Motion Technol-ADR | 4.16% | 349,400 | $18.9M | No change |
| PENG Penguin Solutions Inc. | 3.82% | 904,587 | $17.4M | New |
| DKNG Draftkings Inc. Class A | 3.62% | 442,400 | $16.5M | New |
| APLD Applied Digital Corp. | 3.46% | 2,060,136 | $15.7M | Add +27.3% |
| CZR Caesars Entertainment Inc. | 2.21% | 300,000 | $10.0M | No change |
| CAR Avis Budget Group Inc. | 2.07% | 116,800 | $9.4M | Reduce -62.0% |
| GOOG Alphabet Inc. Class C | 1.81% | 43,163 | $8.2M | No change |
| BZ Kanzhun Ltd. - ADR | 1.31% | 432,906 | $6.0M | No change |
| ATAT Atour Lifestyle Holdings-ADR | 1.13% | 191,000 | $5.1M | New |
Portfolio Sells Q3 2024 → Q4 2024
| TWKS Thoughtworks Holding Inc. | Sold out | 0.00% | −12.45 |
| CAR Avis Budget Group Inc. | Reduce -62.0% | 2.07% | −3.19 |
| FUTU Futu Holdings Ltd.-ADR | Reduce -27.7% | 4.40% | −2.06 |
| XYZ Block Inc. | Sold out | 0.00% | −1.72 |
| BABA Alibaba Group Holding-SP ADR | Reduce -12.9% | 4.52% | −1.25 |
| SNAP Snap Inc. Class A | Reduce -14.0% | 9.15% | −0.24 |
| SE Sea Ltd.-ADR | Reduce -12.3% | 7.83% | +0.78 |
| RDDT Reddit Inc. Class A | Reduce -53.6% | 8.74% | +2.00 |
Portfolio Buys Q3 2024 → Q4 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 |