Think Investments as of Sept. 30, 2023
Portfolio Holdings for Think Investments
Think Investments holds 24 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.6 | $42M | 333k | 127.12 | |
| Icici Bank Adr (IBN) | 8.4 | $37M | 1.6M | 23.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.9 | $35M | 403k | 86.74 | |
| Avis Budget (CAR) | 7.7 | $34M | 191k | 179.69 | |
| Qualcomm (QCOM) | 6.7 | $30M | 269k | 111.06 | |
| Catalent | 5.5 | $24M | 536k | 45.53 | |
| MercadoLibre (MELI) | 5.2 | $23M | 18k | 1267.88 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.9 | $22M | 372k | 57.81 | |
| Block Cl A (XYZ) | 4.7 | $21M | 473k | 44.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $20M | 150k | 131.85 | |
| Sentinelone Cl A (S) | 4.4 | $20M | 1.2M | 16.86 | |
| Tal Education Group Sponsored Ads (TAL) | 4.1 | $18M | 2.0M | 9.11 | |
| Thoughtworks Holding (TWKS) | 4.0 | $18M | 4.3M | 4.08 | |
| Tripadvisor (TRIP) | 3.4 | $15M | 921k | 16.58 | |
| Hdfc Bank Sponsored Ads (HDB) | 3.0 | $13M | 224k | 59.01 | |
| Taskus Class A Com (TASK) | 2.8 | $12M | 1.2M | 10.38 | |
| Sea Sponsord Ads (SE) | 2.7 | $12M | 272k | 43.95 | |
| Fortrea Hldgs Common Stock (FTRE) | 2.5 | $11M | 386k | 28.59 | |
| Kraneshares Tr Csi Chi Internet Call Option (KWEB) | 2.5 | $11M | 400k | 27.37 | |
| Zillow Group Cl A (ZG) | 2.4 | $10M | 233k | 44.79 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.5 | $6.7M | 432k | 15.52 | |
| Yatra Online Ord Shs (YTRA) | 0.7 | $3.1M | 1.6M | 2.01 | |
| Fisker Cl A Com Stk (FSRNQ) | 0.5 | $2.1M | 327k | 6.42 | |
| Nextdoor Holdings Com Cl A (NXDR) | 0.4 | $2.0M | 1.1M | 1.82 |
