Think Investments as of Sept. 30, 2024
Portfolio Holdings for Think Investments
Think Investments holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thoughtworks Holding (TWKS) | 12.5 | $64M | 14M | 4.42 | |
| Amazon (AMZN) | 11.8 | $61M | 325k | 186.33 | |
| Snap Cl A (SNAP) | 9.4 | $48M | 4.5M | 10.70 | |
| Icici Bank Adr (IBN) | 7.5 | $39M | 1.3M | 29.85 | |
| MercadoLibre (MELI) | 7.3 | $38M | 18k | 2051.96 | |
| Sea Sponsord Ads (SE) | 7.0 | $36M | 382k | 94.28 | |
| Reddit Cl A (RDDT) | 6.7 | $35M | 523k | 65.92 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 6.5 | $33M | 345k | 95.65 | |
| Taskus Class A Com (TASK) | 6.4 | $33M | 2.5M | 12.92 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.8 | $30M | 278k | 106.12 | |
| Avis Budget (CAR) | 5.3 | $27M | 307k | 87.59 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 4.1 | $21M | 349k | 60.74 | |
| Applied Digital Corp Com New (APLD) | 2.6 | $13M | 1.6M | 8.25 | |
| Caesars Entertainment (CZR) | 2.4 | $13M | 300k | 41.74 | |
| Block Cl A (SQ) | 1.7 | $8.8M | 131k | 67.13 | |
| Kanzhun Sponsored Ads (BZ) | 1.5 | $7.5M | 433k | 17.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $7.2M | 43k | 167.19 |
