Think Investments as of March 31, 2021
Portfolio Holdings for Think Investments
Think Investments holds 25 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 14.3 | $84M | 377k | 223.23 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 12.8 | $76M | 476k | 158.82 | |
| Insulet Corporation (PODD) | 7.4 | $44M | 167k | 260.92 | |
| Amazon (AMZN) | 7.1 | $42M | 14k | 3094.07 | |
| Icici Bank Adr (IBN) | 6.7 | $39M | 2.4M | 16.03 | |
| Humanigen Com New (HGENQ) | 5.3 | $31M | 1.6M | 19.10 | |
| Zillow Group Cl A (ZG) | 5.2 | $31M | 233k | 131.38 | |
| MercadoLibre (MELI) | 4.9 | $29M | 20k | 1472.13 | |
| Qualcomm (QCOM) | 4.8 | $28M | 214k | 132.59 | |
| Tempur-Pedic International (TPX) | 4.0 | $23M | 640k | 36.56 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $23M | 102k | 226.73 | |
| Snowflake Cl A (SNOW) | 3.8 | $22M | 97k | 229.28 | |
| Vector Acquisition Corp Com Cl A | 3.3 | $19M | 1.6M | 11.84 | |
| Ribbit Leap Shs Cl A | 3.2 | $19M | 1.7M | 11.00 | |
| Ozon Hldgs Sponsored Ads | 2.9 | $17M | 300k | 56.07 | |
| Carparts.com (PRTS) | 2.6 | $15M | 1.1M | 14.28 | |
| Dragoneer Growth Oppty Corp Shs Cl A | 1.7 | $10M | 1.0M | 10.28 | |
| Dragoneer Growth Opportun Com Cl A | 1.7 | $10M | 1.0M | 10.15 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 1.4 | $8.1M | 800k | 10.11 | |
| Altimeter Growth Corp 2 Com Cl A | 1.1 | $6.7M | 647k | 10.38 | |
| Pinduoduo Sponsored Ads (PDD) | 1.1 | $6.4M | 48k | 133.88 | |
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $1.7M | 13k | 129.62 | |
| Anaplan | 0.3 | $1.7M | 31k | 53.85 | |
| Ribbit Leap *w Exp 09/09/202 | 0.2 | $1.0M | 345k | 3.00 | |
| Dragoneer Growth Opportun *w Exp 08/18/202 | 0.0 | $286k | 180k | 1.59 |
