Q4 2024 · 13F-HR
Think Investments LPholdings as filed
Filed 2025-02-14 · accession 0001879202-25-000009
$454.5M
Reported value
18
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $71.4M | 15.7% | 325,275 | Common | SHARED |
| 87652V109 | TASK | TASKUS INC | $48.8M | 10.7% | 2,881,513 | Common | SHARED |
| 83304A106 | SNAP | SNAP INC | $41.6M | 9.15% | 3,859,900 | Common | SHARED |
| 75734B100 | RDDT | REDDIT INC | $39.7M | 8.74% | 243,000 | Common | SHARED |
| 45104G104 | IBN | ICICI BANK LIMITED | $38.6M | 8.49% | 1,292,200 | Common | SHARED |
| 81141R100 | SE | SEA LTD | $35.6M | 7.83% | 335,400 | Common | SHARED |
| 58733R102 | MELI | MERCADOLIBRE INC | $31.1M | 6.85% | 18,300 | Common | SHARED |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $20.6M | 4.52% | 242,548 | Common | SHARED |
| 36118L106 | FUTU | FUTU HLDGS LTD | $20.0M | 4.40% | 249,800 | Common | SHARED |
| 82706C108 | SIMO | SILICON MOTION TECHNOLOGY CO | $18.9M | 4.16% | 349,400 | Common | SHARED |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $17.4M | 3.82% | 904,587 | Common | SHARED |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $16.5M | 3.62% | 442,400 | Common | SHARED |
| 038169207 | APLD | APPLIED DIGITAL CORP | $15.7M | 3.46% | 2,060,136 | Common | SHARED |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $10.0M | 2.21% | 300,000 | Common | SHARED |
| 053774105 | CAR | AVIS BUDGET GROUP | $9.4M | 2.07% | 116,800 | Common | SHARED |
| 02079K107 | GOOG | ALPHABET INC | $8.2M | 1.81% | 43,163 | Common | SHARED |
| 48553T106 | BZ | KANZHUN LIMITED | $6.0M | 1.31% | 432,906 | Common | SHARED |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $5.1M | 1.13% | 191,000 | 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.