Think Investments as of March 31, 2024
Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 13.4 | $60M | 333k | 180.38 | |
| Block Cl A (XYZ) | 10.7 | $48M | 569k | 84.58 | |
| Icici Bank Adr (IBN) | 9.4 | $42M | 1.6M | 26.41 | |
| Avis Budget (CAR) | 7.7 | $35M | 282k | 122.46 | |
| Snap Cl A (SNAP) | 7.0 | $32M | 2.7M | 11.48 | |
| MercadoLibre (MELI) | 6.2 | $28M | 18k | 1511.96 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.6 | $25M | 347k | 72.36 | |
| Taskus Class A Com (TASK) | 4.6 | $21M | 1.8M | 11.65 | |
| Reddit Cl A (RDDT) | 4.0 | $18M | 365k | 49.32 | |
| Tal Education Group Sponsored Ads (TAL) | 4.0 | $18M | 1.6M | 11.35 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.9 | $17M | 319k | 54.15 | |
| Thoughtworks Holding (TWKS) | 3.8 | $17M | 6.7M | 2.53 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.8 | $17M | 220k | 76.94 | |
| Confluent Class A Com (CFLT) | 3.3 | $15M | 490k | 30.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $15M | 97k | 152.26 | |
| Sea Sponsord Ads (SE) | 3.3 | $15M | 272k | 53.71 | |
| Zillow Group Cl A (ZG) | 2.5 | $11M | 233k | 47.86 | |
| Hashicorp Com Cl A | 2.1 | $9.3M | 345k | 26.95 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.3 | $5.9M | 432k | 13.73 | |
| Dlocal Class A Com (DLO) | 0.1 | $481k | 33k | 14.70 |
