Q1 2025 · 13F-HR
Think Investments LPholdings as filed
Filed 2025-05-15 · accession 0001879202-25-000023
$512.7M
Reported value
21
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $61.9M | 12.1% | 325,275 | Common | SHARED |
| 87652V109 | TASK | TASKUS INC | $44.3M | 8.65% | 3,253,358 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $43.8M | 8.54% | 335,400 | Common | SHARED |
| 45104G104 | IBN | ICICI BANK LIMITED | $40.7M | 7.94% | 1,292,200 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $35.7M | 6.96% | 18,300 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $32.1M | 6.26% | 242,548 | Common | SHARED |
| 75734B100 | RDDT | REDDIT INC | $28.1M | 5.48% | 268,000 | Common | SHARED |
| 36118L106 | FUTU | FUTU HLDGS LTD | $25.6M | 4.99% | 249,800 | Common | SHARED |
| 50012A108 | KGS | KODIAK GAS SVCS INC | $23.7M | 4.62% | 634,794 | Common | SHARED |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $19.7M | 3.85% | 695,487 | Common | SHARED |
| 722304102 | PDD | PDD HOLDINGS INC | $19.2M | 3.74% | 162,000 | Common | SHARED |
| 98956A105 | ZETA | ZETA GLOBAL HOLDINGS CORP | $19.1M | 3.73% | 1,410,457 | Common | SHARED |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $17.7M | 3.45% | 349,400 | Common | SHARED |
| 83304A106 | SNAP | SNAP INC | $17.6M | 3.43% | 2,016,200 | Common | SHARED |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $15.7M | 3.06% | 904,587 | Common | SHARED |
| 89677Q107 | TCOM | TRIP COM GROUP LTD | $15.1M | 2.95% | 238,000 | Common | SHARED |
| 15101Q207 | CLS | CELESTICA INC | $14.9M | 2.91% | 189,558 | Common | SHARED |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $14.7M | 2.87% | 442,400 | Common | SHARED |
| 053774105 | CAR | AVIS BUDGET GROUP | $8.9M | 1.73% | 116,800 | Common | SHARED |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $7.5M | 1.46% | 300,000 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $6.7M | 1.32% | 43,163 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.