Q2 2024 · 13F-HR
Think Investments LPholdings as filed
Filed 2024-08-14 · accession 0001879202-24-000048
$485.8M
Reported value
20
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $62.9M | 12.9% | 325,275 | Common | SOLE |
| 83304A106 | SNAP | SNAP INC | $54.8M | 11.3% | 3,299,700 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $46.1M | 9.49% | 1,600,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $36.7M | 7.55% | 568,900 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $32.1M | 6.61% | 307,300 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $30.1M | 6.19% | 18,300 | Common | SOLE |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $28.3M | 5.82% | 349,400 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $27.3M | 5.62% | 382,400 | Common | SOLE |
| 87652V109 | TASK | TASKUS INC | $24.2M | 4.98% | 1,817,012 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $23.3M | 4.80% | 365,000 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $22.7M | 4.66% | 345,355 | Common | SOLE |
| 88546E105 | TWKSEUR | THOUGHTWORKS HOLDING INC | $21.2M | 4.36% | 7,463,633 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $17.5M | 3.59% | 242,548 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $11.9M | 2.45% | 300,000 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $10.9M | 2.25% | 580,000 | Common | SOLE |
| 98954M101 | ZG | ZILLOW GROUP INC | $10.5M | 2.16% | 233,233 | Common | SOLE |
| 874080104 | TAL | TAL EDUCATION GROUP | $9.8M | 2.02% | 919,693 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $7.9M | 1.63% | 43,163 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $6.1M | 1.26% | 432,100 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $1.6M | 0.33% | 13,963 | Common | SOLE |
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.