Think Investments as of Sept. 30, 2022
Portfolio Holdings for Think Investments
Think Investments holds 22 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icici Bank Adr (IBN) | 10.3 | $34M | 1.6M | 20.97 | |
| Amazon (AMZN) | 9.4 | $31M | 270k | 113.00 | |
| Qualcomm (QCOM) | 9.1 | $30M | 261k | 112.98 | |
| Sea Sponsord Ads (SE) | 7.4 | $24M | 431k | 56.05 | |
| Ke Hldgs Sponsored Ads (BEKE) | 6.4 | $21M | 1.2M | 17.52 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.1 | $20M | 250k | 79.99 | |
| Tata Mtrs Sponsored Adr | 6.0 | $20M | 803k | 24.26 | |
| MercadoLibre (MELI) | 5.9 | $19M | 23k | 827.78 | |
| Taskus Class A Com (TASK) | 5.4 | $18M | 1.1M | 16.10 | |
| Avis Budget (CAR) | 5.1 | $17M | 112k | 148.46 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.2 | $14M | 363k | 37.29 | |
| Hdfc Bank Sponsored Ads (HDB) | 4.0 | $13M | 224k | 58.42 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.7 | $12M | 2.8M | 4.40 | |
| Block Cl A (SQ) | 3.1 | $10M | 186k | 54.99 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 2.4 | $7.8M | 800k | 9.79 | |
| Nextdoor Holdings Com Cl A (KIND) | 2.2 | $7.3M | 2.6M | 2.79 | |
| Marqeta Class A Com (MQ) | 2.2 | $7.2M | 1.0M | 7.12 | |
| Zillow Group Cl A (ZG) | 2.0 | $6.7M | 233k | 28.63 | |
| Opendoor Technologies (OPEN) | 1.7 | $5.5M | 1.8M | 3.11 | |
| Cassava Sciences (SAVA) | 1.4 | $4.7M | 112k | 41.82 | |
| Yatra Online Ord Shs (YTRA) | 1.0 | $3.1M | 1.4M | 2.23 | |
| Tal Education Group Sponsored Ads (TAL) | 0.9 | $3.0M | 600k | 4.94 |
