Think Investments as of March 31, 2025
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.1 | $62M | 325k | 190.26 | |
| Taskus Class A Com (TASK) | 8.6 | $44M | 3.3M | 13.63 | |
| Sea Sponsord Ads (SE) | 8.5 | $44M | 335k | 130.49 | |
| Icici Bank Adr (IBN) | 7.9 | $41M | 1.3M | 31.52 | |
| MercadoLibre (MELI) | 7.0 | $36M | 18k | 1950.87 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.3 | $32M | 243k | 132.23 | |
| Reddit Cl A (RDDT) | 5.5 | $28M | 268k | 104.90 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.0 | $26M | 250k | 102.35 | |
| Kodiak Gas Svcs (KGS) | 4.6 | $24M | 635k | 37.30 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 3.8 | $20M | 696k | 28.35 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.7 | $19M | 162k | 118.35 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 3.7 | $19M | 1.4M | 13.56 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.4 | $18M | 349k | 50.56 | |
| Snap Cl A (SNAP) | 3.4 | $18M | 2.0M | 8.71 | |
| Penguin Solutions SHS | 3.1 | $16M | 905k | 17.37 | |
| Trip Com Group Ads (TCOM) | 3.0 | $15M | 238k | 63.58 | |
| Celestica (CLS) | 2.9 | $15M | 190k | 78.81 | |
| Draftkings Com Cl A (DKNG) | 2.9 | $15M | 442k | 33.21 | |
| Avis Budget (CAR) | 1.7 | $8.9M | 117k | 75.90 | |
| Caesars Entertainment (CZR) | 1.5 | $7.5M | 300k | 25.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $6.7M | 43k | 156.23 |
