# Think Investments LP: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 1635999.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $846.7m
- Positions: 22 (22 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1635999/000163599926000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $116.5m | 13.8% | 390,954 |  | Reduced −123,646 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $77.5m | 9.2% | 325,275 |  | Reduced −52,000 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $61.9m | 7.3% | 142,800 |  | New +142,800 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | $49.8m | 5.9% | 190,900 |  | Added +5,500 |
| [AEVA TECHNOLOGIES INC (AEVA)](/companies/aeva.md) | COM NEW | $47.4m | 5.6% | 1,649,438 |  | Added +449,438 |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $43.5m | 5.1% | 902,100 |  | New +902,100 |
| [VISHAY INTERTECHNOLOGY INC (VSH)](/companies/vsh.md) | COM | $42.7m | 5.0% | 794,600 |  | New +794,600 |
| [ROCKET COS INC (RKT)](/companies/rkt.md) | COM CL A | $41.0m | 4.8% | 2,602,700 |  | Added +571,200 |
| [BRUKER CORP (BRKR)](/companies/brkr.md) | COM | $38.8m | 4.6% | 645,400 |  | Added +95,400 |
| [BAIDU INC (BIDU)](/companies/bidu.md) | SPON ADR REP A | $38.5m | 4.5% | 337,053 |  | New +337,053 |
| [ICICI BANK LIMITED (IBN)](/companies/ibn.md) | ADR | $37.5m | 4.4% | 1,292,200 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $35.3m | 4.2% | 100,000 | Call | New +100,000 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $31.1m | 3.7% | 18,300 |  | Unchanged |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $30.8m | 3.6% | 320,500 |  | Unchanged |
| [LUMEXA IMAGING HOLDINGS INC (LMRI)](/companies/lmri.md) | COM | $28.9m | 3.4% | 2,559,501 |  | New +2,559,501 |
| [CIRCLE INTERNET GROUP INC (CRCL)](/companies/crcl.md) | COM CL A | $27.6m | 3.3% | 440,000 |  | Added +75,300 |
| [FUTU HLDGS LTD (FUTU)](/companies/futu.md) | SPON ADS CL A | $21.4m | 2.5% | 228,700 |  | Unchanged |
| [ATOUR LIFESTYLE HLDGS LTD (ATAT)](/companies/atat.md) | SPONSORED ADS | $17.1m | 2.0% | 536,289 |  | Reduced −361,211 |
| [FIGURE TECHNOLOGY SOLUTIO (FIGR)](/companies/figr.md) | COM CL A | $16.9m | 2.0% | 550,400 |  | New +550,400 |
| [TASKUS INC (TASK)](/companies/task.md) | CLASS A COM | $16.4m | 1.9% | 3,512,150 |  | Reduced −222,515 |
| [TTM TECHNOLOGIES INC (TTMI)](/companies/ttmi.md) | COM | $16.2m | 1.9% | 86,500 |  | New +86,500 |
| [SHAKE SHACK INC (SHAK)](/companies/shak.md) | CL A | $10.0m | 1.2% | 178,100 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BLACK HILLS CORP (BKH)](/companies/bkh.md) | COM | $0 | 0.0% | 0 | Call | Sold out −300,000 |
| [BLACK HILLS CORP (BKH)](/companies/bkh.md) | COM | $0 | 0.0% | 0 |  | Sold out −237,500 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −136,000 |
| [CELESTICA INC (CLS)](/companies/cls.md) | COM | $0 | 0.0% | 0 |  | Sold out −135,400 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −107,000 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $0 | 0.0% | 0 |  | Sold out −816,600 |
| ELECTRONIC ARTS INC | COM | $0 | 0.0% | 0 |  | Sold out −70,000 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $0 | 0.0% | 0 |  | Sold out −16,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $0 | 0.0% | 0 |  | Sold out −34,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $0 | 0.0% | 0 |  | Sold out −35,000 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −67,800 |
| [ORGANON & CO (OGN)](/companies/ogn.md) | COMMON STOCK | $0 | 0.0% | 0 |  | Sold out −4,000,000 |
| [REDDIT INC (RDDT)](/companies/rddt.md) | CL A | $0 | 0.0% | 0 |  | Sold out −198,382 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $0 | 0.0% | 0 |  | Sold out −146,000 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $0 | 0.0% | 0 |  | Sold out −174,000 |
| [SEMTECH CORP (SMTC)](/companies/smtc.md) | COM | $0 | 0.0% | 0 |  | Sold out −217,200 |
| XP INC | CL A | $0 | 0.0% | 0 |  | Sold out −1,132,200 |

Source: SEC EDGAR, Form 13F-HR, accession 0001635999-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.