Think Investments as of June 30, 2021
Portfolio Holdings for Think Investments
Think Investments holds 29 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 13.6 | $104M | 377k | 274.60 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 11.2 | $85M | 476k | 179.09 | |
| Amazon (AMZN) | 9.9 | $76M | 22k | 3440.15 | |
| Insulet Corporation (PODD) | 6.0 | $46M | 167k | 274.51 | |
| Icici Bank Adr (IBN) | 5.5 | $42M | 2.4M | 17.10 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.0 | $38M | 560k | 67.35 | |
| Humanigen Com New (HGENQ) | 4.3 | $33M | 1.9M | 17.38 | |
| MercadoLibre (MELI) | 4.0 | $31M | 20k | 1557.77 | |
| Qualcomm (QCOM) | 4.0 | $31M | 214k | 142.93 | |
| Zillow Group Cl A (ZG) | 3.8 | $29M | 233k | 122.53 | |
| Tal Education Group Sponsored Ads (TAL) | 3.5 | $27M | 1.1M | 25.23 | |
| Workhorse Group Com New | 3.2 | $24M | 1.4M | 16.59 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $23M | 102k | 226.78 | |
| Herbalife Nutrition Com Shs (HLF) | 2.9 | $22M | 421k | 52.74 | |
| Ribbit Leap Shs Cl A | 2.4 | $18M | 1.7M | 10.69 | |
| Vector Acquisition Corp Com Cl A | 2.3 | $18M | 1.6M | 10.89 | |
| Ozon Hldgs Sponsored Ads | 2.3 | $18M | 300k | 58.62 | |
| Snowflake Cl A (SNOW) | 2.3 | $18M | 73k | 241.80 | |
| Anaplan | 1.5 | $12M | 217k | 53.30 | |
| Zillow Group Cl C Cap Stk (Z) | 1.5 | $11M | 91k | 122.22 | |
| Nano X Imaging Ord Shs (NNOX) | 1.5 | $11M | 345k | 32.05 | |
| Dragoneer Growth Oppty Corp Shs Cl A | 1.3 | $10M | 1.0M | 10.10 | |
| Dragoneer Growth Opportun Com Cl A | 1.3 | $10M | 1.0M | 9.96 | |
| Virgin Galactic Holdings Inc virgin galactic holdings | 1.2 | $9.4M | 205k | 46.00 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 1.1 | $8.0M | 800k | 10.00 | |
| Altimeter Growth Corp 2 Com Cl A | 0.9 | $6.6M | 647k | 10.25 | |
| Purecycle Technologies (PCT) | 0.3 | $2.6M | 110k | 23.65 | |
| Ribbit Leap *w Exp 09/09/202 | 0.1 | $772k | 345k | 2.24 | |
| Dragoneer Growth Opportun *w Exp 08/18/202 | 0.0 | $361k | 180k | 2.01 |
