Think Investments LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Think Investments LP reported 30 stock positions worth $741.6 million. Its top holding was Amazon.com (AMZN) at 10.6% of the portfolio, followed by Marvell Technology (MRVL, 6.9%) and Alibaba Group Holding-SP ADR (BABA, 5.4%). Compared with Q4 2025, it opened 14 new positions, sold out of 6, added to 4 and reduced 4. The biggest buy was a new position in Tower Semiconductor (TSEM) and the biggest sale an exit from Core Scientific (CORZ).
- Most Recent 13F
- Q2 2026
- Location
- San Francisco, CA
- CIK
- 0001635999
- Portfolio Value
- $741.6M (Q1 2026)
- SEC Filing
- 0001635999-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 30 stocks · $741.6M
| AMZN Amazon.com Inc. | 10.60% | 377,275 | $78.6M | Add +16.0% |
| MRVL Marvell Technology Inc. | 6.87% | 514,600 | $51.0M | Reduce -31.2% |
| BABA Alibaba Group Holding-SP ADR | 5.42% | 320,500 | $40.2M | No change |
| CLS Celestica Inc. | 5.14% | 135,400 | $38.1M | Add +46.7% |
| CRCL Circle Internet Group Inc. | 4.69% | 364,700 | $34.8M | No change |
| IBN Icici Bank Ltd.-Spon ADR | 4.51% | 1,292,200 | $33.5M | No change |
| ATAT Atour Lifestyle Holdings-ADR | 4.45% | 897,500 | $33.0M | No change |
| TSEM Tower Semiconductor Ltd. | 4.39% | 185,400 | $32.5M | New |
| MELI MercadoLibre Inc. | 4.27% | 18,300 | $31.6M | No change |
| FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD | 4.22% | 228,700 | $31.3M | Add +45.8% |
| RKT Rocket Cos Inc. Class A | 3.90% | 2,031,500 | $28.9M | Add +45.1% |
| RDDT Reddit Inc. Class A | 3.60% | 198,382 | $26.7M | No change |
| TASK Taskus Inc. Class A | 3.38% | 3,734,665 | $25.1M | No change |
| OGN Organon & Co. | 3.23% | 4,000,000 | $24.0M | New |
| XP XP Inc. Class A | 2.91% | 1,132,200 | $21.6M | New |
| BRKR Bruker Corp. | 2.68% | 550,000 | $19.9M | New |
| META Meta Platforms Inc. Class A | 2.62% | 34,000 | $19.5M | New |
| SMTC Semtech Corp. | 2.25% | 217,200 | $16.7M | Reduce -67.4% |
| BKH Black Hills Corp. | 2.22% | 237,500 | $16.5M | Reduce -55.8% |
| AEVA Aeva Technologies Inc. | 2.13% | 1,200,000 | $15.8M | New |
| SHAK Shake Shack Inc. Class A | 2.12% | 178,100 | $15.8M | New |
| SE Sea Ltd.-ADR | 1.94% | 174,000 | $14.4M | No change |
| EA Electronic Arts Inc. | 1.92% | 70,000 | $14.3M | New |
| SCHW Schwab (charles) Corp. | 1.85% | 146,000 | $13.7M | New |
| GS Goldman Sachs Group Inc. | 1.83% | 16,000 | $13.5M | New |
| MSFT Microsoft Corp. | 1.75% | 35,000 | $13.0M | New |
| C Citigroup Inc. | 1.64% | 107,000 | $12.1M | New |
| MS Morgan Stanley | 1.50% | 67,800 | $11.2M | New |
| BSX Boston Scientific Corp. | 1.15% | 136,000 | $8.5M | New |
| COMP Compass Inc. Class A | 0.80% | 816,600 | $6.0M | Reduce -61.4% |
Options reported separately and not counted above: BKH calls ($20.8M).
Portfolio Sells Q4 2025 → Q1 2026
| CORZ Core Scientific Inc. | Sold out | 0.00% | −5.21 |
| TTMI TTM Technologies | Sold out | 0.00% | −4.87 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −4.74 |
| SMTC Semtech Corp. | Reduce -67.4% | 2.25% | −4.03 |
| SIMO Silicon Motion Technol-ADR | Sold out | 0.00% | −3.43 |
| BKH Black Hills Corp. | Reduce -55.8% | 2.22% | −2.55 |
| COMP Compass Inc. Class A | Reduce -61.4% | 0.80% | −2.06 |
| MRVL Marvell Technology Inc. | Reduce -31.2% | 6.87% | −1.25 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.86 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.83 |
Portfolio Buys Q4 2025 → Q1 2026
| TSEM Tower Semiconductor Ltd. | New | 4.39% | +4.39 |
| OGN Organon & Co. | New | 3.23% | +3.23 |
| XP XP Inc. Class A | New | 2.91% | +2.91 |
| BRKR Bruker Corp. | New | 2.68% | +2.68 |
| META Meta Platforms Inc. Class A | New | 2.62% | +2.62 |
| AEVA Aeva Technologies Inc. | New | 2.13% | +2.13 |
| SHAK Shake Shack Inc. Class A | New | 2.12% | +2.12 |
| EA Electronic Arts Inc. | New | 1.92% | +1.92 |
| SCHW Schwab (charles) Corp. | New | 1.85% | +1.85 |
| GS Goldman Sachs Group Inc. | New | 1.83% | +1.83 |
| MSFT Microsoft Corp. | New | 1.75% | +1.75 |
| CLS Celestica Inc. | Add +46.7% | 5.14% | +1.65 |
| C Citigroup Inc. | New | 1.64% | +1.64 |
| MS Morgan Stanley | New | 1.50% | +1.50 |
| BSX Boston Scientific Corp. | New | 1.15% | +1.15 |
| AMZN Amazon.com Inc. | Add +16.0% | 10.60% | +0.99 |
| FUTU Futu Holdings Ltd.-ADR | Add +45.8% | 4.22% | +0.92 |
| RKT Rocket Cos Inc. Class A | Add +45.1% | 3.90% | +0.44 |
Options Activity Q4 2025 → Q1 2026
| NU Nu Holdings Ltd./Cayman Isl-A | call | Sold out | 1,700,000 | $28.5Mbefore exit |
| MRVL Marvell Technology Inc. | call | Sold out | 300,000 | $25.5Mbefore exit |
| BKH Black Hills Corp. | call | Reduce -62.5% | 300,000 | $20.8M |
| CORZ Core Scientific Inc. | call | Sold out | 400,000 | $5.8Mbefore 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 |