Q3 2024 · 13F-HR
Think Investments LPholdings as filed
Filed 2024-11-14 · accession 0001879202-24-000065
$511.7M
Reported value
17
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88546E105 | TWKSEUR | THOUGHTWORKS HOLDING INC | $63.7M | 12.5% | 14,414,000 | Common | SHARED |
| 023135106 | AMZN | AMAZON COM INC | $60.6M | 11.8% | 325,275 | Common | SHARED |
| 83304A106 | SNAP | SNAP INC | $48.0M | 9.39% | 4,490,500 | Common | SHARED |
| 45104G104 | IBN | ICICI BANK LIMITED | $38.6M | 7.54% | 1,292,200 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $37.6M | 7.34% | 18,300 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $36.1M | 7.05% | 382,400 | Common | SHARED |
| 75734B100 | RDDT | REDDIT INC | $34.5M | 6.74% | 523,400 | Common | SHARED |
| 36118L106 | FUTU | FUTU HLDGS LTD | $33.0M | 6.46% | 345,355 | Common | SHARED |
| 87652V109 | TASK | TASKUS INC | $32.5M | 6.36% | 2,516,905 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $29.5M | 5.77% | 278,400 | Common | SHARED |
| 053774105 | CAR | AVIS BUDGET GROUP | $26.9M | 5.26% | 307,300 | Common | SHARED |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $21.2M | 4.15% | 349,400 | Common | SHARED |
| 038169207 | APLD | APPLIED DIGITAL CORP | $13.4M | 2.61% | 1,618,845 | Common | SHARED |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $12.5M | 2.45% | 300,000 | Common | SHARED |
| 852234103 | XYZ | BLOCK INC | $8.8M | 1.72% | 130,800 | Common | SHARED |
| 48553T106 | BZ | KANZHUN LIMITED | $7.5M | 1.47% | 432,906 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $7.2M | 1.41% | 43,163 | 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.