Think Investments as of Dec. 31, 2021
Portfolio Holdings for Think Investments
Think Investments holds 22 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Call Call Option (SPY) | 18.1 | $95M | 200k | 474.96 | |
| Sea Sponsored Ads (SE) | 15.0 | $79M | 352k | 223.71 | |
| Icici Bank Adr (IBN) | 9.2 | $48M | 2.4M | 19.79 | |
| Amazon (AMZN) | 8.6 | $45M | 14k | 3334.37 | |
| Qualcomm (QCOM) | 7.4 | $39M | 214k | 182.87 | |
| Roku Com Cl A (ROKU) | 6.2 | $33M | 143k | 228.20 | |
| Nextdoor Holdings Com Cl A (NXDR) | 5.4 | $28M | 3.6M | 7.89 | |
| MercadoLibre (MELI) | 5.1 | $27M | 20k | 1348.38 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.4 | $18M | 413k | 43.30 | |
| Ribbit Leap Shs Cl A | 3.3 | $17M | 1.7M | 10.01 | |
| Rocket Lab Usa | 3.2 | $17M | 1.4M | 12.28 | |
| Zillow Group Cl A (ZG) | 2.8 | $15M | 233k | 62.22 | |
| Ozon Hldgs Sponsored Ads | 2.5 | $13M | 436k | 29.61 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $12M | 102k | 118.79 | |
| Cassava Sciences (SAVA) | 1.7 | $8.8M | 201k | 43.70 | |
| New Oriental Ed & Technology Spon Adr | 1.5 | $8.1M | 3.8M | 2.10 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 1.5 | $7.8M | 800k | 9.77 | |
| Tal Education Group Sponsored Ads (TAL) | 1.4 | $7.5M | 1.9M | 3.93 | |
| Freshworks Class A Com (FRSH) | 1.0 | $5.3M | 200k | 26.26 | |
| Snowflake Cl A (SNOW) | 0.5 | $2.4M | 7.0k | 338.71 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $830k | 13k | 63.85 | |
| Ribbit Leap *w Exp 09/09/202 | 0.1 | $444k | 345k | 1.29 |
