Q2 2025 · 13F-HR
Think Investments LPholdings as filed
Filed 2025-08-14 · accession 0001879202-25-000037
$576.9M
Reported value
21
Positions
2025-06-30
Period end
The Brief · Think Investments LP · Q2 2025
AI · grounded in 13F
Think Investments LP established a new position in AMZN valued at $71.4M. The fund also initiated new stakes in TASK for $62.6M and MELI for $47.8M. Other new additions include IBN, RDDT, and GTLB. The fund ended the period with 21 positions and total AUM of $576.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $71.4M | 12.4% | 325,275 | Common | SHARED |
| 87652V109 | TASK | TASKUS INC | $62.6M | 10.8% | 3,734,665 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $47.8M | 8.29% | 18,300 | Common | SHARED |
| 45104G104 | IBN | ICICI BANK LIMITED | $43.5M | 7.54% | 1,292,200 | Common | SHARED |
| 75734B100 | RDDT | REDDIT INC | $40.4M | 6.99% | 268,000 | Common | SHARED |
| 37637K108 | GTLB | GITLAB INC | $31.0M | 5.37% | 687,100 | Common | SHARED |
| 36118L106 | FUTU | FUTU HLDGS LTD | $30.9M | 5.35% | 249,800 | Common | SHARED |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $29.2M | 5.06% | 897,500 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $27.8M | 4.82% | 174,000 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $27.5M | 4.77% | 242,548 | Common | SHARED |
| 722304102 | PDD | PDD HOLDINGS INC | $26.8M | 4.65% | 256,200 | Common | SHARED |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $26.3M | 4.55% | 349,400 | Common | SHARED |
| 15101Q207 | CLS | CELESTICA INC | $23.1M | 4.01% | 148,200 | Common | SHARED |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $19.0M | 3.29% | 442,400 | Common | SHARED |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $17.9M | 3.11% | 904,587 | Common | SHARED |
| 83304A106 | SNAP | SNAP INC | $17.5M | 3.04% | 2,016,200 | Common | SHARED |
| 336433107 | FSLR | FIRST SOLAR INC | $9.6M | 1.66% | 58,000 | Common | SHARED |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $8.5M | 1.48% | 300,000 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $7.7M | 1.33% | 43,163 | Common | SHARED |
| 88339P101 | REAL | THE REALREAL INC | $4.3M | 0.75% | 897,547 | Common | SHARED |
| 053774105 | CAR | AVIS BUDGET GROUP | $4.2M | 0.73% | 24,900 | 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.