Think Investments LP Portfolio Holdings

Think Investments LP

$482 Million
Q2 2025

Think Investments LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $482 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 $71.4M, Task Us, Inc. with a value of $62.6M, Mercadolibre Inc with a value of $47.8M, Icici Bank LTD with a value of $43.5M, and Gitlab Inc. with a value of $31M.

Examining the 13F form we can see an increase of $55.8M in the current position value, from $426M to 482M.

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 $482 Million

Consumer Cyclical: $233 Million

Technology: $145 Million

Financial Services: $74.3 Million

Communication Services: $25.2 Million

Industrials: $4.21 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
TASK Task Us, Inc. Technology	$480M	$62.6 Million 12.99% of portfolio	3,734,665	Q2 2025 Added 14.79%
SGH Smart Global Holdings, Inc. Technology	$842M	$15.7 Million 3.25% of portfolio	904,587	Q4 2024 New
REAL The Real Real, Inc. Consumer Cyclical	$731M	$4.3 Million 0.89% of portfolio	897,547	Q2 2025 New

Summary

Portfolio
No. of Stocks 21
Current Value $482 Million
Prior Value $426 Million
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 3 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Think Investments LP Portfolio Holdings