Think Investments LP Portfolio Holdings by Sector

Think Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN MELI BABA SE 4 stocks	$127,496 29.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ CFLT HCP DLO 4 stocks	$72,841 16.93% of portfolio	3	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG ZG 3 stocks	$57,427 13.35% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$42,256 9.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology TASK TWKS 2 stocks	$37,531 8.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$34,582 8.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive TAL 1 stocks	$17,927 4.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$17,284 4.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO 1 stocks	$16,942 3.94% of portfolio	1	-	1	-	0 Calls 0 Puts

Real Estate Services \| Real Estate BEKE 1 stocks	$5,932 1.38% of portfolio	-	-	-	-	0 Calls 0 Puts

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