Think Investments as of June 30, 2024
Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.9 | $63M | 325k | 193.25 | |
| Snap Cl A (SNAP) | 11.3 | $55M | 3.3M | 16.61 | |
| Icici Bank Adr (IBN) | 9.5 | $46M | 1.6M | 28.81 | |
| Block Cl A (XYZ) | 7.6 | $37M | 569k | 64.49 | |
| Avis Budget (CAR) | 6.6 | $32M | 307k | 104.52 | |
| MercadoLibre (MELI) | 6.2 | $30M | 18k | 1643.40 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 5.8 | $28M | 349k | 80.99 | |
| Sea Sponsord Ads (SE) | 5.6 | $27M | 382k | 71.42 | |
| Taskus Class A Com (TASK) | 5.0 | $24M | 1.8M | 13.31 | |
| Reddit Cl A (RDDT) | 4.8 | $23M | 365k | 63.89 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.7 | $23M | 345k | 65.61 | |
| Thoughtworks Holding (TWKS) | 4.4 | $21M | 7.5M | 2.84 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.6 | $18M | 243k | 72.00 | |
| Caesars Entertainment (CZR) | 2.5 | $12M | 300k | 39.74 | |
| Kanzhun Sponsored Ads (BZ) | 2.2 | $11M | 580k | 18.81 | |
| Zillow Group Cl A (ZG) | 2.2 | $11M | 233k | 45.04 | |
| Tal Education Group Sponsored Ads (TAL) | 2.0 | $9.8M | 920k | 10.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $7.9M | 43k | 183.42 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.3 | $6.1M | 432k | 14.15 | |
| Elastic N V Ord Shs (ESTC) | 0.3 | $1.6M | 14k | 113.91 |
