Think Investments LP Portfolio Holdings by Sector

Think Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN SE MELI BABA PDD 5 stocks	$192,596 45.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology TASK 1 stocks	$44,343 10.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$40,730 9.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO SGH 2 stocks	$33,323 7.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$25,567 6.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG 2 stocks	$24,304 5.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology ZETA 1 stocks	$19,125 4.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$15,132 3.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$14,692 3.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$8,865 2.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$7,500 1.76% of portfolio	-	-	-	-	0 Calls 0 Puts

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