Think Investments as of Dec. 31, 2025
Portfolio Holdings for Think Investments
Think Investments holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Black Hills Corporation (BKH) | 10.3 | $93M | 1.3M | 69.42 | |
| Marvell Technology Call Option (MRVL) | 9.9 | $89M | 1.0M | 84.98 | |
| Amazon (AMZN) | 8.4 | $75M | 325k | 230.82 | |
| Semtech Corporation (SMTC) | 5.5 | $49M | 666k | 73.69 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.2 | $47M | 321k | 146.58 | |
| Core Scientific Call Option (CORZ) | 5.2 | $47M | 3.2M | 14.56 | |
| Reddit Cl A (RDDT) | 5.1 | $46M | 198k | 229.87 | |
| Taskus Class A Com (TASK) | 4.9 | $44M | 3.7M | 11.79 | |
| Icici Bank Adr (IBN) | 4.3 | $39M | 1.3M | 29.80 | |
| TTM Technologies (TTMI) | 4.2 | $38M | 552k | 69.00 | |
| Gitlab Class A Com (GTLB) | 4.1 | $37M | 988k | 37.53 | |
| MercadoLibre (MELI) | 4.1 | $37M | 18k | 2014.26 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 3.9 | $35M | 898k | 39.40 | |
| Circle Internet Group Com Cl A (CRCL) | 3.2 | $29M | 365k | 79.30 | |
| Nu Hldgs Ord Shs Cl A Call Option (NU) | 3.2 | $29M | 1.7M | 16.74 | |
| Celestica (CLS) | 3.0 | $27M | 92k | 295.61 | |
| Rocket Cos Com Cl A (RKT) | 3.0 | $27M | 1.4M | 19.36 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.0 | $27M | 289k | 92.70 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 2.9 | $26M | 157k | 164.21 | |
| Compass Cl A (COMP) | 2.5 | $22M | 2.1M | 10.57 | |
| Sea Sponsord Ads (SE) | 2.5 | $22M | 174k | 127.57 | |
| Qfin Holdings American Dep (QFIN) | 0.8 | $6.7M | 350k | 19.27 | |
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $6.5M | 75k | 86.89 |
