Think Investments as of June 30, 2025
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.4 | $71M | 325k | 219.39 | |
| Taskus Class A Com (TASK) | 10.8 | $63M | 3.7M | 16.76 | |
| MercadoLibre (MELI) | 8.3 | $48M | 18k | 2613.63 | |
| Icici Bank Adr (IBN) | 7.5 | $44M | 1.3M | 33.64 | |
| Reddit Cl A (RDDT) | 7.0 | $40M | 268k | 150.57 | |
| Gitlab Class A Com (GTLB) | 5.4 | $31M | 687k | 45.11 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.4 | $31M | 250k | 123.59 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 5.1 | $29M | 898k | 32.51 | |
| Sea Sponsord Ads (SE) | 4.8 | $28M | 174k | 159.94 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.8 | $28M | 243k | 113.41 | |
| Pdd Holdings Sponsored Ads (PDD) | 4.6 | $27M | 256k | 104.66 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 4.6 | $26M | 349k | 75.17 | |
| Celestica (CLS) | 4.0 | $23M | 148k | 156.11 | |
| Draftkings Com Cl A (DKNG) | 3.3 | $19M | 442k | 42.89 | |
| Penguin Solutions SHS | 3.1 | $18M | 905k | 19.81 | |
| Snap Cl A (SNAP) | 3.0 | $18M | 2.0M | 8.69 | |
| First Solar (FSLR) | 1.7 | $9.6M | 58k | 165.54 | |
| Caesars Entertainment (CZR) | 1.5 | $8.5M | 300k | 28.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $7.7M | 43k | 177.39 | |
| Realreal (REAL) | 0.7 | $4.3M | 898k | 4.79 | |
| Avis Budget (CAR) | 0.7 | $4.2M | 25k | 169.05 |
