Think Investments as of Sept. 30, 2021
Portfolio Holdings for Think Investments
Think Investments holds 30 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 24.7 | $215M | 500k | 429.14 | |
| Sea Sponsord Ads (SE) | 13.8 | $120M | 377k | 318.73 | |
| Insulet Corporation (PODD) | 5.5 | $48M | 167k | 284.23 | |
| Icici Bank Adr (IBN) | 5.3 | $46M | 2.4M | 18.87 | |
| Amazon (AMZN) | 5.1 | $44M | 14k | 3285.04 | |
| Khosla Ventures Acqustn Co I Com Cl A | 4.4 | $38M | 3.7M | 10.18 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.3 | $38M | 413k | 91.02 | |
| Coupang Cl A (CPNG) | 4.1 | $36M | 1.3M | 27.85 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.1 | $36M | 300k | 119.13 | |
| MercadoLibre (MELI) | 3.8 | $33M | 20k | 1679.39 | |
| Qualcomm (QCOM) | 3.2 | $28M | 214k | 128.98 | |
| Rocket Lab Usa (RKLB) | 2.5 | $22M | 1.4M | 16.13 | |
| Zillow Group Cl A (ZG) | 2.4 | $21M | 233k | 88.58 | |
| Pinterest Cl A (PINS) | 2.1 | $19M | 364k | 50.95 | |
| Ribbit Leap Shs Cl A | 2.0 | $17M | 1.7M | 10.12 | |
| Ozon Hldgs Sponsored Ads | 1.7 | $15M | 300k | 50.45 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $15M | 102k | 148.05 | |
| Dragoneer Growth Oppty Corp Shs Cl A | 1.1 | $9.9M | 990k | 9.95 | |
| Tal Education Group Sponsored Ads (TAL) | 1.1 | $9.3M | 1.9M | 4.84 | |
| Danimer Scientific Com Cl A (DNMR) | 1.0 | $8.7M | 535k | 16.34 | |
| Freshworks Class A Com (FRSH) | 1.0 | $8.5M | 200k | 42.69 | |
| Zillow Group Cl C Cap Stk (Z) | 0.9 | $8.0M | 91k | 88.14 | |
| New Oriental Ed & Technology Spon Adr | 0.9 | $7.9M | 3.8M | 2.05 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 0.9 | $7.8M | 800k | 9.80 | |
| Nano X Imaging Ord Shs (NNOX) | 0.9 | $7.8M | 345k | 22.50 | |
| Altimeter Growth Corp 2 Com Cl A | 0.7 | $6.4M | 647k | 9.89 | |
| Workhorse Group Com New | 0.4 | $3.1M | 402k | 7.65 | |
| Snowflake Cl A (SNOW) | 0.2 | $2.1M | 7.0k | 302.43 | |
| Ribbit Leap *w Exp 09/09/202 | 0.1 | $465k | 345k | 1.35 | |
| Ccc Intelligent Solutions Hl *w Exp 07/30/202 | 0.0 | $417k | 505k | 0.83 |
