Think Investments as of Sept. 30, 2019
Portfolio Holdings for Think Investments
Think Investments holds 13 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ICICI Bank (IBN) | 13.8 | $36M | 3.0M | 12.18 | |
| HDFC Bank (HDB) | 11.9 | $31M | 547k | 57.05 | |
| Insulet Corporation (PODD) | 11.2 | $30M | 179k | 164.93 | |
| Amazon (AMZN) | 10.4 | $27M | 16k | 1735.89 | |
| MercadoLibre (MELI) | 10.3 | $27M | 49k | 551.22 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 10.1 | $27M | 863k | 30.95 | |
| Qualcomm (QCOM) | 9.5 | $25M | 328k | 76.28 | |
| Alibaba Group Holding (BABA) | 8.0 | $21M | 127k | 167.23 | |
| Dropbox Inc-class A (DBX) | 5.8 | $15M | 750k | 20.17 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 5.7 | $15M | 503k | 29.82 | |
| Tilray (TLRY) | 2.1 | $5.5M | 221k | 24.74 | |
| Oasis Petroleum | 0.7 | $1.9M | 561k | 3.46 | |
| Luckin Coffee (LKNCY) | 0.5 | $1.2M | 65k | 19.00 |
