Think Investments
Latest statistics and disclosures from Think Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RDDT, AMZN, TASK, SMTC, TTMI, and represent 42.13% of Think Investments's stock portfolio.
- Added to shares of these 8 stocks: SMTC (+$59M), TTMI (+$46M), MRVL (+$40M), COMP (+$21M), AVGO (+$16M), RDDT (+$15M), GTLB (+$14M), QFIN (+$10M).
- Started 6 new stock positions in AVGO, COMP, MRVL, SMTC, QFIN, TTMI.
- Reduced shares in these 10 stocks: PDD (-$27M), DKNG (-$19M), Smart Global Holdings (-$18M), CLS (-$12M), FSLR (-$9.6M), CZR (-$8.5M), SIMO (-$5.7M), FUTU, REAL, CAR.
- Sold out of its positions in CAR, CZR, DKNG, FSLR, PDD, REAL, Smart Global Holdings.
- Think Investments was a net buyer of stock by $106M.
- Think Investments has $757M in assets under management (AUM), dropping by 31.15%.
- Central Index Key (CIK): 0001635999
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Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 10.1 | $76M | +23% | 332k | 229.99 |
|
| Amazon (AMZN) | 9.4 | $71M | 325k | 219.57 |
|
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| Taskus Class A Com (TASK) | 8.8 | $67M | 3.7M | 17.85 |
|
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| Semtech Corporation (SMTC) | 7.7 | $59M | NEW | 820k | 71.45 |
|
| TTM Technologies (TTMI) | 6.0 | $46M | NEW | 793k | 57.60 |
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| Gitlab Class A Com (GTLB) | 5.9 | $45M | +43% | 988k | 45.08 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 5.7 | $43M | 243k | 178.73 |
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| MercadoLibre (MELI) | 5.7 | $43M | 18k | 2336.94 |
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| Marvell Technology (MRVL) | 5.3 | $40M | NEW | 474k | 84.07 |
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| Icici Bank Adr (IBN) | 5.2 | $39M | 1.3M | 30.23 |
|
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| Futu Hldgs Spon Ads Cl A (FUTU) | 5.1 | $39M | -10% | 223k | 173.91 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 4.5 | $34M | 898k | 37.59 |
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| Sea Sponsord Ads (SE) | 4.1 | $31M | 174k | 178.73 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 3.6 | $27M | -17% | 289k | 94.81 |
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| Celestica (CLS) | 3.2 | $24M | -33% | 99k | 246.38 |
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| Compass Cl A (COMP) | 2.8 | $21M | NEW | 2.6M | 8.03 |
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| Broadcom (AVGO) | 2.1 | $16M | NEW | 47k | 329.91 |
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| Snap Cl A (SNAP) | 2.1 | $16M | 2.0M | 7.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $11M | 43k | 243.55 |
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| Qfin Holdings American Dep (QFIN) | 1.3 | $10M | NEW | 350k | 28.78 |
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Past Filings by Think Investments
SEC 13F filings are viewable for Think Investments going back to 2014
- Think Investments 2025 Q3 filed Nov. 14, 2025
- Think Investments 2025 Q2 filed Aug. 14, 2025
- Think Investments 2025 Q1 filed May 15, 2025
- Think Investments 2024 Q4 filed Feb. 14, 2025
- Think Investments 2024 Q3 filed Nov. 14, 2024
- Think Investments 2024 Q2 filed Aug. 14, 2024
- Think Investments 2024 Q1 filed May 15, 2024
- Think Investments 2023 Q4 filed Feb. 14, 2024
- Think Investments 2023 Q3 filed Nov. 14, 2023
- Think Investments 2023 Q2 filed Aug. 14, 2023
- Think Investments 2023 Q1 filed May 15, 2023
- Think Investments 2022 Q4 filed Feb. 14, 2023
- Think Investments 2022 Q3 filed Nov. 14, 2022
- Think Investments 2022 Q2 filed Aug. 15, 2022
- Think Investments 2022 Q1 filed May 16, 2022
- Think Investments 2021 Q4 filed Feb. 14, 2022