Think Investments as of March 31, 2023
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 9.4 | $41M | 403k | 102.18 | |
| Icici Bank Adr (IBN) | 7.9 | $35M | 1.6M | 21.58 | |
| Qualcomm (QCOM) | 7.8 | $34M | 269k | 127.58 | |
| MercadoLibre (MELI) | 7.0 | $31M | 23k | 1318.06 | |
| Block Cl A (SQ) | 6.5 | $29M | 416k | 68.65 | |
| Amazon (AMZN) | 6.4 | $28M | 270k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.1 | $27M | 255k | 104.00 | |
| Sea Sponsord Ads (SE) | 5.4 | $24M | 272k | 86.55 | |
| Taskus Class A Com (TASK) | 5.1 | $22M | 1.5M | 14.44 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.1 | $22M | 428k | 51.85 | |
| Avis Budget (CAR) | 5.0 | $22M | 112k | 194.80 | |
| Gitlab Class A Com (GTLB) | 4.6 | $20M | 581k | 34.29 | |
| Ke Hldgs Sponsored Ads (BEKE) | 4.3 | $19M | 1.0M | 18.84 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.7 | $16M | 3.4M | 4.76 | |
| Kraneshares Tr Call Call Option | 3.6 | $16M | 500k | 31.19 | |
| Hdfc Bank Sponsored Ads (HDB) | 3.4 | $15M | 224k | 66.67 | |
| Tal Education Group Sponsored Ads (TAL) | 2.5 | $11M | 1.7M | 6.41 | |
| Zillow Group Cl A (ZG) | 2.3 | $10M | 233k | 43.70 | |
| Applovin Corp Com Cl A (APP) | 2.3 | $9.9M | 627k | 15.75 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.9 | $4.0M | 1.9M | 2.15 | |
| Yatra Online Ord Shs (YTRA) | 0.7 | $3.2M | 1.4M | 2.28 |
