Think Investments LP
CIK 1635999 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- AMZN12.60%
- XYZ10.95%
- IBN9.49%
- CAR8.40%
- MELI7.16%
- TWKS6.02%
- TAL6.02%
- GOOG5.27%
- TASK4.77%
- BABA4.68%
Share classes counted separately75.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XYZWeight increased · +6.10 pp4.85% → 10.95%Shares +95.60K (+20.20%)
- BABAWeight decreased · -3.42 pp8.10% → 4.68%Shares -160.85K (-39.87%)
- AMZNWeight increased · +2.79 pp9.81% → 12.60%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 21
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $50.64M | 12.60% | 333.30K shares | 9.81% → 12.60%+2.79 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | XYZBLOCK INCCL A View history and evidence | $44.00M | 10.95% | 568.90K shares | 4.85% → 10.95%+6.10 pp +95.60K (+20.20%) | Added | ↗▾ |
| 03 | IBNICICI BANK LTD-SPON ADRADR View history and evidence | $38.14M | 9.49% | 1.60M shares | 8.56% → 9.49%+0.93 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | CARAVIS BUDGET GROUP INC View history and evidence | $33.77M | 8.40% | 190.50K shares | 7.92% → 8.40%+0.48 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | MELIMERCADOLIBRE INC View history and evidence | $28.76M | 7.16% | 18.30K shares | 5.37% → 7.16%+1.79 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | TWKSTHOUGHTWORKS HOLDING INC View history and evidence | $24.20M | 6.02% | 5.03M shares | 4.08% → 6.02%+1.94 pp +711.97K (+16.48%) | Added | ↗▾ |
| 07 | TALTAL EDUCATION GROUP- ADRSPONSORED ADS View history and evidence | $24.19M | 6.02% | 1.91M shares | 4.22% → 6.02%+1.80 pp -85.10K (-4.25%) | Reduced | ↗▾ |
| 08 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $21.16M | 5.27% | 150.16K shares | 4.58% → 5.27%+0.69 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | TASKTASKUS INC-ACLASS A COM View history and evidence | $19.16M | 4.77% | 1.47M shares | 2.86% → 4.77%+1.91 pp +274.71K (+23.06%) | Added | ↗▾ |
| 10 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $18.80M | 4.68% | 242.55K shares | 8.10% → 4.68%-3.42 pp -160.85K (-39.87%) | Reduced | ↗▾ |
Options overlay 2
$26.27M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
XYZBLOCK INCCL A View history and evidence | Call | 200.00K | $15.47M | +200.00K | ▾ |
KWEBKRANESH CSI CHINA INTERNETCSI CHI INTERNET View history and evidence | Call | 400.00K | $10.80M | 0 (0.00%) | ▾ |
2 / 2 options · preview only
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| QCOM QUALCOMM INC | Non-derivative | -269,000 | -$29.88M | SEC filing ↗ | SEC filing ↗ |
| CTLT CATALENT INC | Non-derivative | -535,600 | -$24.39M | SEC filing ↗ | SEC filing ↗ |
| TRIP TRIPADVISOR INC | Non-derivative | -921,000 | -$15.27M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1635999 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 428175226
}Take these holdings further.
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