Think Investments LP
CIK 1635999 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- AMZN13.41%
- XYZ10.74%
- IBN9.43%
- CAR7.72%
- SNAP7.02%
- MELI6.17%
- BABA5.60%
- TASK4.59%
- RDDT4.02%
- TAL4.00%
Share classes counted separately72.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TWKSWeight decreased · -2.24 pp6.02% → 3.78%Shares +1.67M (+33.16%)
- TALWeight decreased · -2.02 pp6.02% → 4.00%Shares -335.40K (-17.52%)
- GOOGWeight decreased · -1.97 pp5.27% → 3.30%Shares -53.00K (-35.29%)
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 20
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 | $60.12M | 13.41% | 333.30K shares | 12.60% → 13.41%+0.81 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | XYZBLOCK INCCL A View history and evidence | $48.12M | 10.74% | 568.90K shares | 10.95% → 10.74%-0.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | IBNICICI BANK LTD-SPON ADRADR View history and evidence | $42.26M | 9.43% | 1.60M shares | 9.49% → 9.43%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | CARAVIS BUDGET GROUP INC View history and evidence | $34.58M | 7.72% | 282.40K shares | 8.40% → 7.72%-0.68 pp +91.90K (+48.24%) | Added | ↗▾ |
| 05 | SNAPSNAP INC - ACL A View history and evidence | $31.47M | 7.02% | 2.74M shares | Prior unavailable +2.74M | New | ↗▾ |
| 06 | MELIMERCADOLIBRE INC View history and evidence | $27.67M | 6.17% | 18.30K shares | 7.16% → 6.17%-0.99 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $25.09M | 5.60% | 346.80K shares | 4.68% → 5.60%+0.92 pp +104.25K (+42.98%) | Added | ↗▾ |
| 08 | TASKTASKUS INC-ACLASS A COM View history and evidence | $20.58M | 4.59% | 1.77M shares | 4.77% → 4.59%-0.18 pp +300.67K (+20.51%) | Added | ↗▾ |
| 09 | RDDTREDDIT INC-CL ACL A View history and evidence | $18.00M | 4.02% | 365.00K shares | Prior unavailable +365.00K | New | ↗▾ |
| 10 | TALTAL EDUCATION GROUP- ADRSPONSORED ADS View history and evidence | $17.93M | 4.00% | 1.58M shares | 6.02% → 4.00%-2.02 pp -335.40K (-17.52%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XYZ BLOCK INC | Call | -200,000 | -$15.47M | SEC filing ↗ | SEC filing ↗ |
| S SENTINELONE INC -CLASS A | Non-derivative | -557,700 | -$15.30M | SEC filing ↗ | SEC filing ↗ |
| KWEB KRANESH CSI CHINA INTERNET | Call | -400,000 | -$10.80M | SEC filing ↗ | SEC filing ↗ |
3 / 8 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 448229210
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