Think Investments LP Portfolio Holdings

Think Investments LP

  • $426 Million
  • Q1 2025

Think Investments LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $426 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $61.9M, Task Us, Inc. with a value of $44.3M, Sea LTD with a value of $43.8M, Icici Bank LTD with a value of $40.7M, and Mercadolibre Inc with a value of $35.7M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $408M to 426M.

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 $426 Million
Consumer Cyclical: $230 Million
Technology: $96.8 Million
Financial Services: $66.3 Million
Communication Services: $24.3 Million
Industrials: $8.87 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.28T
$61.9 Million 14.52% of portfolio
325,275
Q2 2024 Reduced 2.41%
$311B
$32.1 Million 7.53% of portfolio
242,548
Q4 2024 Reduced 12.88%
$1.12T
$6.74 Million 1.58% of portfolio
43,163
Q2 2024 Reduced 55.58%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $426 Million
  • Prior Value $408 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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