Think Investments LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $463 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 $62.9M, Snap Inc with a value of $54.8M, Icici Bank LTD with a value of $46.1M, Block, Inc. with a value of $36.7M, and Avis Budget Group, Inc. with a value of $32.1M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $430M to 463M.

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 $463 Million
Consumer Cyclical: $150 Million
Technology: $112 Million
Communication Services: $73.2 Million
Financial Services: $68.8 Million
Industrials: $43 Million
Consumer Defensive: $9.81 Million
Real Estate: $6.11 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $463 Million
  • Prior Value $430 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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