Think Investments LP Portfolio Holdings

Think Investments LP

  • $622 Million
  • Q3 2025

Think Investments LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $622 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $71.4M, Task Us, Inc. with a value of $66.7M, Semtech Corp with a value of $58.6M, Ttm Technologies Inc with a value of $45.7M, and Gitlab Inc. with a value of $44.5M.

Examining the 13F form we can see an increase of $140M in the current position value, from $482M to 622M.

Think Investments LP is based out at San Francisco, CA

Below you can find more details about Think Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $622 Million
Technology: $320 Million
Consumer Cyclical: $189 Million
Financial Services: $87.9 Million
Communication Services: $26.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$71.4 Million 11.48% of portfolio
325,275
Q2 2024 Reduced 2.41%
$330M
$66.7 Million 10.72% of portfolio
3,734,665
Q2 2025 Added 14.79%
$4.16B
$58.6 Million 9.42% of portfolio
820,400
Q3 2025 New
$6.95B
$45.7 Million 7.34% of portfolio
793,100
Q3 2025 New
$3.86B
$44.5 Million 7.16% of portfolio
988,200
Q3 2025 Added 43.82%
$418B
$43.4 Million 6.97% of portfolio
242,548
Q4 2024 Reduced 12.88%
$103B
$42.8 Million 6.87% of portfolio
18,300
Q2 2023 Reduced 21.79%
$73.7B
$39.8 Million 6.41% of portfolio
474,000
Q3 2025 New
$109B
$39.1 Million 6.28% of portfolio
1,292,200
Q3 2024 Reduced 19.24%
$24.4B
$38.7 Million 6.23% of portfolio
222,800
Q3 2025 Reduced 10.81%
$79.1B
$31.1 Million 5.0% of portfolio
174,000
Q2 2025 Reduced 48.12%
$2.87B
$27.4 Million 4.41% of portfolio
289,300
Q3 2025 Reduced 17.2%
$3.88B
$21.2 Million 3.4% of portfolio
2,637,700
Q3 2025 New
$139B
$15.6 Million 2.51% of portfolio
47,300
Q3 2025 New
$11.6B
$15.5 Million 2.5% of portfolio
2,016,200
Q1 2025 Reduced 47.77%
$1.74T
$10.5 Million 1.69% of portfolio
43,163
Q2 2024 Reduced 55.58%
-
$0 0.0% of portfolio
-
Q2 2025 Added 29.05%
Celestica Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.33%
Reddit Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 23.88%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $622 Million
  • Prior Value $482 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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