Think Investments as of June 30, 2023
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Avis Budget (CAR) | 9.5 | $44M | 191k | 228.67 | |
| Amazon (AMZN) | 9.5 | $43M | 333k | 130.36 | |
| Icici Bank Adr (IBN) | 8.1 | $37M | 1.6M | 23.08 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.4 | $34M | 403k | 83.35 | |
| Qualcomm (QCOM) | 7.0 | $32M | 269k | 119.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $31M | 255k | 120.97 | |
| Block Cl A (XYZ) | 6.1 | $28M | 416k | 66.57 | |
| Taskus Class A Com (TASK) | 5.2 | $24M | 2.1M | 11.32 | |
| Catalent | 5.1 | $23M | 536k | 43.36 | |
| MercadoLibre (MELI) | 4.7 | $22M | 18k | 1184.60 | |
| Thoughtworks Holding (TWKS) | 4.5 | $21M | 2.7M | 7.55 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.7 | $17M | 428k | 39.74 | |
| Sea Sponsord Ads (SE) | 3.5 | $16M | 272k | 58.04 | |
| Hdfc Bank Sponsored Ads (HDB) | 3.4 | $16M | 224k | 69.70 | |
| Ke Hldgs Sponsored Ads (BEKE) | 3.3 | $15M | 1.0M | 14.85 | |
| Kraneshares Tr Call Call Option (KWEB) | 2.9 | $14M | 500k | 26.93 | |
| Tripadvisor (TRIP) | 2.9 | $13M | 810k | 16.49 | |
| Tal Education Group Sponsored Ads (TAL) | 2.6 | $12M | 2.0M | 5.96 | |
| Zillow Group Cl A (ZG) | 2.5 | $12M | 233k | 49.20 | |
| Nextdoor Holdings Com Cl A (NXDR) | 0.8 | $3.5M | 1.1M | 3.26 | |
| Yatra Online Ord Shs (YTRA) | 0.6 | $2.8M | 1.4M | 1.98 |
