Q3 2025 · 13F-HR
Think Investments LPholdings as filed
Filed 2025-11-14 · accession 0001635999-25-000009
$756.6M
Reported value
20
Positions
2025-09-30
Period end
The Brief · Think Investments LP · Q3 2025
AI · grounded in 13F
Think Investments LP established a new position in RDDT valued at $76.36M. The fund also initiated new stakes in AMZN for $71.42M and TASK for $66.66M. Other new additions include SMTC, TTMI, and GTLB. Total assets under management stand at $756.59M across 20 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75734B100 | RDDT | REDDIT INC | $76.4M | 10.1% | 332,000 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $71.4M | 9.44% | 325,275 | Common | SHARED |
| 87652V109 | TASK | TASKUS INC | $66.7M | 8.81% | 3,734,665 | Common | SHARED |
| 816850101 | SMTC | SEMTECH CORP | $58.6M | 7.75% | 820,400 | Common | SHARED |
| 87305R109 | TTMI | TTM TECHNOLOGIES INC | $45.7M | 6.04% | 793,100 | Common | SHARED |
| 37637K108 | GTLB | GITLAB INC | $44.5M | 5.89% | 988,200 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $43.4M | 5.73% | 242,548 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $42.8M | 5.65% | 18,300 | Common | SHARED |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $39.8M | 5.27% | 474,000 | Common | SHARED |
| 45104G104 | IBN | ICICI BANK LIMITED | $39.1M | 5.16% | 1,292,200 | Common | SHARED |
| 36118L106 | FUTU | FUTU HLDGS LTD | $38.7M | 5.12% | 222,800 | Common | SHARED |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33.7M | 4.46% | 897,500 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $31.1M | 4.11% | 174,000 | Common | SHARED |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $27.4M | 3.63% | 289,300 | Common | SHARED |
| 15101Q207 | CLS | CELESTICA INC | $24.3M | 3.22% | 98,800 | Common | SHARED |
| 20464U100 | COMP | COMPASS INC | $21.2M | 2.80% | 2,637,700 | Common | SHARED |
| 11135F101 | AVGO | BROADCOM INC | $15.6M | 2.06% | 47,300 | Common | SHARED |
| 83304A106 | SNAP | SNAP INC | $15.5M | 2.05% | 2,016,200 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $10.5M | 1.39% | 43,163 | Common | SHARED |
| 88557W101 | QFIN | QFIN HOLDINGS INC | $10.1M | 1.33% | 349,900 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.