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 4 stocks	$163,736 34.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology TWKS TASK 2 stocks	$96,083 20.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG 2 stocks	$55,263 11.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU APLD 2 stocks	$46,388 9.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$38,572 8.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$26,891 5.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO 1 stocks	$21,222 4.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$12,518 2.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ 1 stocks	$8,780 1.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BZ 1 stocks	$7,506 1.57% of portfolio	-	1	-	-	0 Calls 0 Puts

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