Think Investments LP
An institutional investment manager in San Francisco, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1635999.
- Reported value$846.7m
- Positions22
Holdings: 22 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Marvell Technology IncMRVL | COM | 573874104 | 116 | 13.8% | 390,954 | Reduced−123,646 | |
| Amazon Com IncAMZN | COM | 023135106 | 77.5 | 9.2% | 325,275 | Reduced−52,000 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 61.9 | 7.3% | 142,800 | New+142,800 | |
| Tower Semiconductor Ltd | SHS NEW | M87915274 | 49.8 | 5.9% | 190,900 | Added+5,500 | |
| Aeva Technologies IncAEVA | COM NEW | 00835Q202 | 47.4 | 5.6% | 1,649,438 | Added+449,438 | |
| Wolfspeed IncWOLF | COMMON STOCK | 97785W106 | 43.5 | 5.1% | 902,100 | New+902,100 | |
| Vishay Intertechnology IncVSH | COM | 928298108 | 42.7 | 5.0% | 794,600 | New+794,600 | |
| Rocket Cos IncRKT | COM CL A | 77311W101 | 41.0 | 4.8% | 2,602,700 | Added+571,200 | |
| Bruker CorpBRKR | COM | 116794108 | 38.8 | 4.6% | 645,400 | Added+95,400 | |
| Baidu IncBIDU | SPON ADR REP A | 056752108 | 38.5 | 4.5% | 337,053 | New+337,053 | |
| Icici Bank LimitedIBN | ADR | 45104G104 | 37.5 | 4.4% | 1,292,200 | Unchanged | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 35.3 | 4.2% | 100,000 | Call | New+100,000 |
| Mercadolibre IncMELI | COM | 58733R102 | 31.1 | 3.7% | 18,300 | Unchanged | |
| Alibaba Group HLDG LtdBABA | SPONSORED ADS | 01609W102 | 30.8 | 3.6% | 320,500 | Unchanged | |
| Lumexa Imaging Holdings IncLMRI | COM | 550249106 | 28.9 | 3.4% | 2,559,501 | New+2,559,501 | |
| Circle Internet Group IncCRCL | COM CL A | 172573107 | 27.6 | 3.3% | 440,000 | Added+75,300 | |
| Futu Holdings LtdFUTU | SPON ADS CL A | 36118L106 | 21.4 | 2.5% | 228,700 | Unchanged | |
| Atour Lifestyle Holdings LtdATAT | SPONSORED ADS | 04965M106 | 17.1 | 2.0% | 536,289 | Reduced−361,211 | |
| Figure Technology SolutioFIGR | COM CL A | 349381103 | 16.9 | 2.0% | 550,400 | New+550,400 | |
| Taskus IncTASK | CLASS A COM | 87652V109 | 16.4 | 1.9% | 3,512,150 | Reduced−222,515 | |
| TTM Technologies IncTTMI | COM | 87305R109 | 16.2 | 1.9% | 86,500 | New+86,500 | |
| Shake Shack IncSHAK | CL A | 819047101 | 10.0 | 1.2% | 178,100 | Unchanged |
Sold out: 17 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Black Hills CorpBKH | COM | 092113109 | 0.0 | 0.0% | 0 | Call | Sold out−300,000 |
| Black Hills CorpBKH | COM | 092113109 | 0.0 | 0.0% | 0 | Sold out−237,500 | |
| Boston Scientific CorpBSX | COM | 101137107 | 0.0 | 0.0% | 0 | Sold out−136,000 | |
| Celestica IncCLS | COM | 15101Q207 | 0.0 | 0.0% | 0 | Sold out−135,400 | |
| Citigroup IncC | COM NEW | 172967424 | 0.0 | 0.0% | 0 | Sold out−107,000 | |
| Compass IncCOMP | CL A | 20464U100 | 0.0 | 0.0% | 0 | Sold out−816,600 | |
| Electronic Arts Inc | COM | 285512109 | 0.0 | 0.0% | 0 | Sold out−70,000 | |
| Goldman Sachs Group IncGS | COM | 38141G104 | 0.0 | 0.0% | 0 | Sold out−16,000 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.0 | 0.0% | 0 | Sold out−34,000 | |
| Microsoft CorpMSFT | COM | 594918104 | 0.0 | 0.0% | 0 | Sold out−35,000 | |
| Morgan StanleyMS | COM NEW | 617446448 | 0.0 | 0.0% | 0 | Sold out−67,800 | |
| Organon & CoOGN | COMMON STOCK | 68622V106 | 0.0 | 0.0% | 0 | Sold out−4,000,000 | |
| Reddit IncRDDT | CL A | 75734B100 | 0.0 | 0.0% | 0 | Sold out−198,382 | |
| Schwab Charles CorpSCHW | COM | 808513105 | 0.0 | 0.0% | 0 | Sold out−146,000 | |
| Sea LtdSE | SPONSORD ADS | 81141R100 | 0.0 | 0.0% | 0 | Sold out−174,000 | |
| Semtech CorpSMTC | COM | 816850101 | 0.0 | 0.0% | 0 | Sold out−217,200 | |
| XP Inc | CL A | G98239109 | 0.0 | 0.0% | 0 | Sold out−1,132,200 |
Source: SEC EDGAR, Form 13F-HR, accession 0001635999-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.