Think Investments as of Sept. 30, 2015
Portfolio Holdings for Think Investments
Think Investments holds 18 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk Inc cmn | 11.6 | $40M | 900k | 44.14 | |
| Amazon (AMZN) | 9.3 | $32M | 62k | 511.89 | |
| Masonite International | 9.2 | $32M | 519k | 60.58 | |
| Apple (AAPL) | 9.2 | $31M | 284k | 110.30 | |
| Taro Pharmaceutical Industries (TARO) | 9.2 | $31M | 219k | 142.89 | |
| Insulet Corporation (PODD) | 8.4 | $29M | 1.1M | 25.91 | |
| SPDR S&P Biotech (XBI) | 6.6 | $22M | 360k | 62.25 | |
| Oasis Petroleum | 6.3 | $22M | 2.5M | 8.68 | |
| Hertz Global Holdings | 5.3 | $18M | 1.1M | 16.73 | |
| Autohome Inc- (ATHM) | 5.0 | $17M | 525k | 32.53 | |
| Michaels Cos Inc/the | 5.0 | $17M | 737k | 23.10 | |
| United States Steel Corporation | 3.0 | $10M | 1.0M | 10.42 | |
| Alibaba Group Holding (BABA) | 2.6 | $8.9M | 151k | 58.97 | |
| Solarcity | 2.5 | $8.7M | 204k | 42.71 | |
| Six Flags Entertainment (SIX) | 2.2 | $7.5M | 163k | 45.78 | |
| Dbx Etf Tr dbxtr har cs 300 (ASHR) | 1.9 | $6.5M | 200k | 32.34 | |
| Organovo Holdings | 1.9 | $6.4M | 2.4M | 2.68 | |
| Cliffs Natural Resources | 0.8 | $2.7M | 1.1M | 2.44 |
