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 SE BABA PDD 5 stocks	$201,340 41.77% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology TASK 1 stocks	$62,592 12.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$43,469 9.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO SGH 2 stocks	$41,922 8.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GTLB 1 stocks	$30,995 6.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$30,872 6.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG 2 stocks	$25,176 5.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$18,974 3.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$9,601 1.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$8,517 1.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical REAL 1 stocks	$4,299 0.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$4,209 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts

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