Think Investments as of June 30, 2026
Portfolio Holdings for Think Investments
Think Investments holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Marvell Technology (MRVL) | 13.8 | $117M | 391k | 297.89 | |
| Amazon (AMZN) | 9.2 | $78M | 325k | 238.34 | |
| Lam Research Corp Com New (LRCX) | 7.3 | $62M | 143k | 433.33 | |
| Tower Semiconductor Shs New (TSEM) | 5.9 | $50M | 191k | 260.64 | |
| Aeva Technologies Com New (AEVA) | 5.6 | $47M | 1.6M | 28.72 | |
| Wolfspeed Common Stock (WOLF) | 5.1 | $44M | 902k | 48.25 | |
| Vishay Intertechnology (VSH) | 5.0 | $43M | 795k | 53.78 | |
| Rocket Cos Com Cl A (RKT) | 4.8 | $41M | 2.6M | 15.75 | |
| Bruker Corporation (BRKR) | 4.6 | $39M | 645k | 60.18 | |
| Baidu Spon Adr Rep A (BIDU) | 4.5 | $39M | 337k | 114.29 | |
| Icici Bank Adr (IBN) | 4.4 | $38M | 1.3M | 29.03 | |
| Alphabet Cap Stk Cl C Call Option (GOOG) | 4.2 | $35M | 100k | 353.33 | |
| MercadoLibre (MELI) | 3.7 | $31M | 18k | 1697.39 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.6 | $31M | 321k | 95.98 | |
| Lumexa Imaging Holdings (LMRI) | 3.4 | $29M | 2.6M | 11.28 | |
| Circle Internet Group Com Cl A (CRCL) | 3.3 | $28M | 440k | 62.63 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 2.5 | $21M | 229k | 93.74 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 2.0 | $17M | 536k | 31.80 | |
| Figure Technology Solutio Com Cl A (FIGR) | 2.0 | $17M | 550k | 30.71 | |
| Taskus Class A Com (TASK) | 1.9 | $16M | 3.5M | 4.68 | |
| TTM Technologies (TTMI) | 1.9 | $16M | 87k | 187.02 | |
| Shake Shack Cl A (SHAK) | 1.2 | $10M | 178k | 56.02 |
