Think Investments as of March 31, 2018
Portfolio Holdings for Think Investments
Think Investments holds 18 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr option | 17.2 | $79M | 300k | 263.15 | |
| Insulet Corporation (PODD) | 13.1 | $60M | 691k | 86.68 | |
| Alibaba Group Holding (BABA) | 10.2 | $47M | 254k | 183.54 | |
| Amazon (AMZN) | 9.8 | $45M | 31k | 1447.35 | |
| Herbalife Ltd Com Stk (HLF) | 7.6 | $35M | 358k | 97.47 | |
| Fortive (FTV) | 7.3 | $33M | 430k | 77.52 | |
| Stamps | 7.2 | $33M | 163k | 201.05 | |
| Dropbox Inc-class A (DBX) | 5.1 | $23M | 750k | 31.25 | |
| Palo Alto Networks (PANW) | 4.6 | $21M | 117k | 181.52 | |
| Jd (JD) | 4.3 | $20M | 486k | 40.49 | |
| Qualcomm (QCOM) | 2.9 | $13M | 239k | 55.41 | |
| Best | 2.7 | $12M | 1.2M | 10.30 | |
| 3D Systems Corporation (DDD) | 2.2 | $10M | 864k | 11.59 | |
| Stratasys (SSYS) | 2.2 | $10M | 494k | 20.18 | |
| Fossil (FOSL) | 1.2 | $5.7M | 450k | 12.70 | |
| Ascena Retail | 1.0 | $4.8M | 2.4M | 2.01 | |
| Oasis Petroleum | 1.0 | $4.5M | 561k | 8.10 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $2.0M | 36k | 56.93 |
