Think Investments as of March 31, 2026
Portfolio Holdings for Think Investments
Think Investments holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.3 | $79M | 377k | 208.27 | |
| Marvell Technology (MRVL) | 6.7 | $51M | 515k | 99.05 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.3 | $40M | 321k | 125.46 | |
| Celestica (CLS) | 5.0 | $38M | 135k | 281.68 | |
| Black Hills Corporation (BKH) | 4.9 | $37M | 538k | 69.41 | |
| Circle Internet Group Com Cl A (CRCL) | 4.6 | $35M | 365k | 95.41 | |
| Icici Bank Adr (IBN) | 4.4 | $34M | 1.3M | 25.90 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 4.3 | $33M | 898k | 36.81 | |
| Tower Semiconductor Shs New (TSEM) | 4.3 | $33M | 185k | 175.48 | |
| MercadoLibre (MELI) | 4.1 | $32M | 18k | 1729.02 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.1 | $31M | 229k | 136.76 | |
| Rocket Cos Com Cl A (RKT) | 3.8 | $29M | 2.0M | 14.25 | |
| Reddit Cl A (RDDT) | 3.5 | $27M | 198k | 134.65 | |
| Taskus Class A Com (TASK) | 3.3 | $25M | 3.7M | 6.71 | |
| Organon & Co Common Stock (OGN) | 3.1 | $24M | 4.0M | 5.99 | |
| XP Cl A (XP) | 2.8 | $22M | 1.1M | 19.04 | |
| Bruker Corporation (BRKR) | 2.6 | $20M | 550k | 36.12 | |
| Meta Platforms Cl A (META) | 2.6 | $20M | 34k | 572.13 | |
| Semtech Corporation (SMTC) | 2.2 | $17M | 217k | 76.89 | |
| Aeva Technologies Com New (AEVA) | 2.1 | $16M | 1.2M | 13.16 | |
| Shake Shack Cl A (SHAK) | 2.1 | $16M | 178k | 88.47 | |
| Sea Sponsord Ads (SE) | 1.9 | $14M | 174k | 82.81 | |
| Electronic Arts (EA) | 1.9 | $14M | 70k | 203.87 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $14M | 146k | 93.98 | |
| Goldman Sachs (GS) | 1.8 | $14M | 16k | 845.99 | |
| Microsoft Corporation (MSFT) | 1.7 | $13M | 35k | 370.17 | |
| Citigroup Com New (C) | 1.6 | $12M | 107k | 113.41 | |
| Morgan Stanley Com New (MS) | 1.5 | $11M | 68k | 164.57 | |
| Boston Scientific Corporation (BSX) | 1.1 | $8.5M | 136k | 62.75 | |
| Compass Cl A (COMP) | 0.8 | $6.0M | 817k | 7.31 |
