Think Investments as of Sept. 30, 2025
Portfolio Holdings for Think Investments
Think Investments holds 20 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Reddit Cl A (RDDT) | 10.1 | $76M | 332k | 229.99 | |
| Amazon (AMZN) | 9.4 | $71M | 325k | 219.57 | |
| Taskus Class A Com (TASK) | 8.8 | $67M | 3.7M | 17.85 | |
| Semtech Corporation (SMTC) | 7.7 | $59M | 820k | 71.45 | |
| TTM Technologies (TTMI) | 6.0 | $46M | 793k | 57.60 | |
| Gitlab Class A Com (GTLB) | 5.9 | $45M | 988k | 45.08 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.7 | $43M | 243k | 178.73 | |
| MercadoLibre (MELI) | 5.7 | $43M | 18k | 2336.94 | |
| Marvell Technology (MRVL) | 5.3 | $40M | 474k | 84.07 | |
| Icici Bank Adr (IBN) | 5.2 | $39M | 1.3M | 30.23 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 5.1 | $39M | 223k | 173.91 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 4.5 | $34M | 898k | 37.59 | |
| Sea Sponsord Ads (SE) | 4.1 | $31M | 174k | 178.73 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.6 | $27M | 289k | 94.81 | |
| Celestica (CLS) | 3.2 | $24M | 99k | 246.38 | |
| Compass Cl A (COMP) | 2.8 | $21M | 2.6M | 8.03 | |
| Broadcom (AVGO) | 2.1 | $16M | 47k | 329.91 | |
| Snap Cl A (SNAP) | 2.1 | $16M | 2.0M | 7.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $11M | 43k | 243.55 | |
| Qfin Holdings American Dep (QFIN) | 1.3 | $10M | 350k | 28.78 |
