Think Investments as of Dec. 31, 2020
Portfolio Holdings for Think Investments
Think Investments holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 12.8 | $84M | 422k | 199.05 | |
| Amazon (AMZN) | 7.8 | $52M | 16k | 3256.90 | |
| Icici Bank Adr (IBN) | 7.8 | $51M | 3.4M | 14.86 | |
| Insulet Corporation (PODD) | 7.1 | $47M | 182k | 255.63 | |
| Qualcomm (QCOM) | 6.0 | $40M | 261k | 152.34 | |
| MercadoLibre (MELI) | 5.6 | $37M | 22k | 1675.23 | |
| American Express Company (AXP) | 5.1 | $34M | 277k | 120.91 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.0 | $33M | 724k | 45.75 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.9 | $32M | 139k | 232.73 | |
| Snowflake Cl A (SNOW) | 4.9 | $32M | 114k | 281.40 | |
| Zillow Group Cl A (ZG) | 4.8 | $32M | 233k | 135.94 | |
| Tempur-Pedic International (TPX) | 4.2 | $28M | 1.0M | 27.00 | |
| Pinduoduo Sponsored Ads (PDD) | 3.9 | $25M | 143k | 177.67 | |
| Humanigen Com New (HGENQ) | 3.6 | $23M | 1.3M | 17.50 | |
| Ribbit Leap Shs Cl A | 3.4 | $22M | 1.7M | 12.99 | |
| Dropbox Cl A (DBX) | 2.5 | $17M | 750k | 22.19 | |
| Dragoneer Growth Opportun Com Cl A | 2.0 | $13M | 1.0M | 13.27 | |
| Workhorse Group Com New (WKHS) | 1.8 | $12M | 606k | 19.78 | |
| Gsx Techedu Sponsored Ads (GOTU) | 1.8 | $12M | 226k | 51.71 | |
| Dragoneer Growth Oppty Corp Shs Cl A | 1.7 | $11M | 1.0M | 11.42 | |
| Zillow Group Cl C Cap Stk (Z) | 1.4 | $9.0M | 69k | 129.80 | |
| Arbutus Biopharma (ABUS) | 1.1 | $7.1M | 2.0M | 3.55 | |
| Inovio Pharmaceuticals Com New | 0.4 | $2.8M | 320k | 8.85 | |
| Ribbit Leap *w Exp 09/09/202 | 0.2 | $1.5M | 345k | 4.25 | |
| Dragoneer Growth Opportun *w Exp 08/18/202 | 0.1 | $770k | 180k | 4.28 |
