Think Investments as of Dec. 31, 2022
Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icici Bank Adr (IBN) | 11.4 | $35M | 1.6M | 21.89 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 11.1 | $34M | 388k | 88.09 | |
| Qualcomm (QCOM) | 9.6 | $30M | 269k | 109.94 | |
| Amazon (AMZN) | 7.4 | $23M | 270k | 84.00 | |
| MercadoLibre (MELI) | 6.4 | $20M | 23k | 846.24 | |
| Taskus Class A Com (TASK) | 6.1 | $19M | 1.1M | 16.90 | |
| Avis Budget (CAR) | 6.0 | $18M | 112k | 163.93 | |
| Sea Sponsord Ads (SE) | 6.0 | $18M | 352k | 52.03 | |
| Hdfc Bank Sponsored Ads (HDB) | 5.0 | $15M | 224k | 68.41 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.8 | $15M | 363k | 40.65 | |
| Ke Hldgs Sponsored Ads (BEKE) | 4.6 | $14M | 1.0M | 13.96 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.7 | $11M | 2.8M | 4.07 | |
| H World Group Sponsored Ads (HTHT) | 3.2 | $9.9M | 234k | 42.42 | |
| Tal Education Group Sponsored Ads (TAL) | 3.2 | $9.8M | 1.4M | 7.05 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 2.6 | $7.9M | 800k | 9.86 | |
| Zillow Group Cl A (ZG) | 2.4 | $7.3M | 233k | 31.21 | |
| Kraneshares Tr Csi Chi Internet Call Option (KWEB) | 2.2 | $6.6M | 220k | 30.20 | |
| Block Cl A (SQ) | 2.0 | $6.1M | 98k | 62.84 | |
| Nextdoor Holdings Com Cl A (KIND) | 1.4 | $4.3M | 2.1M | 2.06 | |
| Yatra Online Ord Shs (YTRA) | 1.1 | $3.4M | 1.4M | 2.41 |
