Think Investments as of March 31, 2020
Portfolio Holdings for Think Investments
Think Investments holds 15 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sea Ltd Adr Isin Us81141r1005 (SE) | 14.6 | $40M | 897k | 44.31 | |
ICICI Bank (IBN) | 11.9 | $32M | 3.8M | 8.50 | |
Qualcomm (QCOM) | 11.4 | $31M | 456k | 67.65 | |
Amazon (AMZN) | 11.3 | $31M | 16k | 1949.75 | |
Insulet Corporation (PODD) | 10.9 | $30M | 179k | 165.68 | |
MercadoLibre (MELI) | 8.8 | $24M | 49k | 488.57 | |
Alibaba Group Holding (BABA) | 7.3 | $20M | 102k | 194.48 | |
Cargurus (CARG) | 5.6 | $15M | 802k | 18.94 | |
Dropbox Inc-class A (DBX) | 5.0 | $14M | 750k | 18.10 | |
salesforce (CRM) | 3.5 | $9.6M | 67k | 143.98 | |
Anaplan | 3.4 | $9.2M | 304k | 30.26 | |
Zillow Group Inc Cl A (ZG) | 2.7 | $7.3M | 216k | 33.97 | |
Zillow Group Inc Cl C Cap Stk (Z) | 2.4 | $6.5M | 180k | 36.02 | |
Paysign (PAYS) | 0.6 | $1.6M | 310k | 5.16 | |
Tilray (TLRY) | 0.6 | $1.6M | 226k | 6.88 |