Think Investments as of Dec. 31, 2019
Portfolio Holdings for Think Investments
Think Investments holds 14 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ICICI Bank (IBN) | 16.9 | $45M | 3.0M | 15.09 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 14.4 | $39M | 956k | 40.22 | |
| MercadoLibre (MELI) | 12.2 | $33M | 57k | 571.94 | |
| Insulet Corporation (PODD) | 12.0 | $32M | 188k | 171.20 | |
| Amazon (AMZN) | 10.9 | $29M | 16k | 1847.85 | |
| Alibaba Group Holding (BABA) | 10.0 | $27M | 127k | 212.10 | |
| Qualcomm (QCOM) | 8.6 | $23M | 261k | 88.23 | |
| Dropbox Inc-class A (DBX) | 5.0 | $13M | 750k | 17.91 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 4.5 | $12M | 262k | 45.94 | |
| Cargurus (CARG) | 1.9 | $5.2M | 148k | 35.18 | |
| Aurora Cannabis Inc snc | 1.6 | $4.4M | 2.0M | 2.15 | |
| Luckin Coffee (LKNCY) | 1.0 | $2.6M | 65k | 39.35 | |
| Oasis Petroleum | 0.6 | $1.7M | 527k | 3.26 | |
| Paysign (PAYS) | 0.3 | $816k | 80k | 10.15 |
