Think Investments as of Dec. 31, 2024
Portfolio Holdings for Think Investments
Think Investments holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.7 | $71M | 325k | 219.39 | |
| Taskus Class A Com (TASK) | 10.7 | $49M | 2.9M | 16.94 | |
| Snap Cl A (SNAP) | 9.1 | $42M | 3.9M | 10.77 | |
| Reddit Cl A (RDDT) | 8.7 | $40M | 243k | 163.44 | |
| Icici Bank Adr (IBN) | 8.5 | $39M | 1.3M | 29.86 | |
| Sea Sponsord Ads (SE) | 7.8 | $36M | 335k | 106.10 | |
| MercadoLibre (MELI) | 6.8 | $31M | 18k | 1700.44 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.5 | $21M | 243k | 84.79 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.4 | $20M | 250k | 79.99 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 4.2 | $19M | 349k | 54.05 | |
| Penguin Solutions SHS | 3.8 | $17M | 905k | 19.19 | |
| Draftkings Com Cl A (DKNG) | 3.6 | $17M | 442k | 37.20 | |
| Applied Digital Corp Com New (APLD) | 3.5 | $16M | 2.1M | 7.64 | |
| Caesars Entertainment (CZR) | 2.2 | $10M | 300k | 33.42 | |
| Avis Budget (CAR) | 2.1 | $9.4M | 117k | 80.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $8.2M | 43k | 190.44 | |
| Kanzhun Sponsored Ads (BZ) | 1.3 | $6.0M | 433k | 13.80 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.1 | $5.1M | 191k | 26.89 |