Think Investments as of June 30, 2022
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qualcomm (QCOM) | 11.1 | $38M | 261k | 146.45 | |
| Sea Sponsord Ads (SE) | 9.6 | $33M | 431k | 76.78 | |
| Icici Bank Adr (IBN) | 9.6 | $33M | 1.6M | 20.64 | |
| Amazon (AMZN) | 9.6 | $33M | 270k | 122.28 | |
| Avis Budget (CAR) | 6.8 | $24M | 137k | 171.95 | |
| Marqeta Class A Com (MQ) | 5.8 | $20M | 2.1M | 9.55 | |
| Ke Hldgs Sponsored Ads (BEKE) | 5.5 | $19M | 1.3M | 14.81 | |
| MercadoLibre (MELI) | 5.5 | $19M | 23k | 803.76 | |
| Ribbit Leap Shs Cl A | 5.0 | $17M | 1.7M | 9.96 | |
| Meta Platforms Cl A (META) | 4.8 | $16M | 102k | 160.72 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.5 | $16M | 363k | 42.70 | |
| Opendoor Technologies (OPEN) | 4.4 | $15M | 3.0M | 5.04 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.4 | $15M | 82k | 182.09 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.0 | $10M | 102k | 100.55 | |
| Zillow Group Cl A (ZG) | 2.4 | $8.1M | 233k | 34.90 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 2.3 | $7.8M | 800k | 9.79 | |
| Nextdoor Holdings Com Cl A (NXDR) | 2.3 | $7.8M | 2.4M | 3.25 | |
| Tal Education Group Sponsored Ads (TAL) | 1.6 | $5.3M | 1.0M | 5.33 | |
| Twilio Cl A (TWLO) | 1.2 | $4.3M | 50k | 85.60 | |
| Cassava Sciences (SAVA) | 0.5 | $1.9M | 112k | 16.84 | |
| Ribbit Leap *w Exp 09/09/202 | 0.0 | $59k | 345k | 0.17 |
