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 |
