Think Investments LP
CIK 1635999 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- AMZN9.60%
- MRVL8.13%
- SMTC6.28%
- BABA6.01%
- RDDT5.83%
- TASK5.63%
- CORZ5.21%
- IBN4.92%
- TTMI4.87%
- BKH4.77%
Share classes counted separately61.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- RDDTWeight decreased · -4.26 pp10.09% → 5.83%Shares -133.62K (-40.25%)
- TASKWeight decreased · -3.18 pp8.81% → 5.63%Shares 0 (0.00%)
- MRVLWeight increased · +2.86 pp5.27% → 8.13%Shares +273.81K (+57.77%)
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 22
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 | $75.08M | 9.60% | 325.27K shares | 9.44% → 9.60%+0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $63.55M | 8.13% | 747.81K shares | 5.27% → 8.13%+2.86 pp +273.81K (+57.77%) | Added | ↗▾ |
| 03 | SMTCSEMTECH CORP View history and evidence | $49.11M | 6.28% | 666.40K shares | 7.75% → 6.28%-1.47 pp -154.00K (-18.77%) | Reduced | ↗▾ |
| 04 | BABAALIBABA GROUP HOLDING-SP ADRSPONSORED ADS View history and evidence | $46.98M | 6.01% | 320.50K shares | 5.73% → 6.01%+0.28 pp +77.95K (+32.14%) | Added | ↗▾ |
| 05 | RDDTREDDIT INC-CL ACL A View history and evidence | $45.60M | 5.83% | 198.38K shares | 10.09% → 5.83%-4.26 pp -133.62K (-40.25%) | Reduced | ↗▾ |
| 06 | TASKTASKUS INC-ACLASS A COM View history and evidence | $44.03M | 5.63% | 3.73M shares | 8.81% → 5.63%-3.18 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | CORZCORE SCIENTIFIC INC View history and evidence | $40.76M | 5.21% | 2.80M shares | Prior unavailable +2.80M | New | ↗▾ |
| 08 | IBNICICI BANK LTD-SPON ADRADR View history and evidence | $38.51M | 4.92% | 1.29M shares | 5.16% → 4.92%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | TTMITTM TECHNOLOGIES View history and evidence | $38.05M | 4.87% | 551.50K shares | 6.04% → 4.87%-1.17 pp -241.60K (-30.46%) | Reduced | ↗▾ |
| 10 | BKHBLACK HILLS CORP View history and evidence | $37.32M | 4.77% | 537.64K shares | Prior unavailable +537.64K | New | ↗▾ |
Options overlay 4
$115.31M 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 | |
|---|---|---|---|---|---|
BKHBLACK HILLS CORP View history and evidence | Call | 800.00K | $55.54M | +800.00K | ▾ |
NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | Call | 1.70M | $28.46M | +1.70M | ▾ |
MRVLMARVELL TECHNOLOGY INC View history and evidence | Call | 300.00K | $25.49M | +300.00K | ▾ |
3 / 4 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Non-derivative | -47,300 | -$15.60M | SEC filing ↗ | SEC filing ↗ |
| SNAP SNAP INC - A | Non-derivative | -2,016,200 | -$15.54M | SEC filing ↗ | SEC filing ↗ |
| GOOG ALPHABET INC-CL C | Non-derivative | -43,163 | -$10.51M | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 897334008
}Take these holdings further.
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