Think Investments as of June 30, 2020
Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsored Ads (SE) | 14.4 | $58M | 544k | 107.24 | |
| Amazon (AMZN) | 10.7 | $44M | 16k | 2758.80 | |
| Insulet Corporation (PODD) | 8.7 | $35M | 182k | 194.26 | |
| Pinduoduo Sponsored Ads (PDD) | 7.6 | $31M | 359k | 85.84 | |
| Icici Bank Adr (IBN) | 7.3 | $30M | 3.2M | 9.29 | |
| Qualcomm (QCOM) | 7.0 | $28M | 311k | 91.21 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.4 | $22M | 102k | 215.70 | |
| Tempur-Pedic International (TPX) | 5.3 | $21M | 297k | 71.95 | |
| MercadoLibre (MELI) | 4.3 | $18M | 18k | 985.79 | |
| Dropbox Cl A (DBX) | 4.0 | $16M | 750k | 21.77 | |
| Gsx Techedu Sponsored Ads (GOTU) | 3.7 | $15M | 250k | 59.99 | |
| Zillow Group Cl A (ZG) | 3.7 | $15M | 258k | 57.48 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 3.3 | $13M | 314k | 42.56 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $12M | 118k | 100.29 | |
| Angi Homeservices Com Cl A (ANGI) | 2.8 | $12M | 945k | 12.15 | |
| Zillow Group Cl C Cap Stk (Z) | 2.0 | $8.1M | 140k | 57.61 | |
| Tilray Com Cl 2 (TLRY) | 1.9 | $7.8M | 1.1M | 7.11 | |
| Aurora Cannabis | 1.9 | $7.8M | 629k | 12.37 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 1.6 | $6.6M | 180k | 36.68 | |
| Zuora Com Cl A (ZUO) | 1.5 | $6.3M | 491k | 12.75 |
