Think Investments LP
CIK 1635999 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- TWKS12.45%
- AMZN11.85%
- SNAP9.39%
- IBN7.54%
- MELI7.34%
- SE7.05%
- RDDT6.74%
- FUTU6.46%
- TASK6.36%
- BABA5.77%
Share classes counted separately80.95%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TWKSWeight increased · +8.09 pp4.36% → 12.45%Shares +6.95M (+93.12%)
- XYZWeight decreased · -5.83 pp7.55% → 1.72%Shares -438.10K (-77.01%)
- BABAWeight increased · +2.18 pp3.59% → 5.77%Shares +35.85K (+14.78%)
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 17
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TWKSTHOUGHTWORKS HOLDING INC View history and evidence | $63.71M | 12.45% | 14.41M shares | 4.36% → 12.45%+8.09 pp +6.95M (+93.12%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $60.61M | 11.85% | 325.27K shares | 12.94% → 11.85%-1.09 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | SNAPSNAP INC - ACL A View history and evidence | $48.05M | 9.39% | 4.49M shares | 11.28% → 9.39%-1.89 pp +1.19M (+36.09%) | Added | ↗▾ |
| 04 | IBNICICI BANK LTD-SPON ADRADR View history and evidence | $38.57M | 7.54% | 1.29M shares | 9.49% → 7.54%-1.95 pp -307.80K (-19.24%) | Reduced | ↗▾ |
| 05 | MELIMERCADOLIBRE INC View history and evidence | $37.55M | 7.34% | 18.30K shares | 6.19% → 7.34%+1.15 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $36.05M | 7.05% | 382.40K shares | 5.62% → 7.05%+1.43 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | RDDTREDDIT INC-CL ACL A View history and evidence | $34.50M | 6.74% | 523.40K shares | 4.80% → 6.74%+1.94 pp +158.40K (+43.40%) | Added | ↗▾ |
| 08 | FUTUFUTU HOLDINGS LTD-ADRSPON ADS CL A View history and evidence | $33.03M | 6.46% | 345.36K shares | 4.66% → 6.46%+1.80 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | TASKTASKUS INC-ACLASS A COM View history and evidence | $32.52M | 6.36% | 2.52M shares | 4.98% → 6.36%+1.38 pp +699.89K (+38.52%) | Added | ↗▾ |
| 10 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $29.54M | 5.77% | 278.40K shares | 3.59% → 5.77%+2.18 pp +35.85K (+14.78%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZG ZILLOW GROUP INC - A | Non-derivative | -233,233 | -$10.50M | SEC filing ↗ | SEC filing ↗ |
| TAL TAL EDUCATION GROUP- ADR | Non-derivative | -919,693 | -$9.81M | SEC filing ↗ | SEC filing ↗ |
| BEKE KE HOLDINGS INC-ADR | Non-derivative | -432,100 | -$6.11M | SEC filing ↗ | SEC filing ↗ |
3 / 4 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 511669094
}Take these holdings further.
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