Think Investments LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TI Think Investments LP | Institutional Filer | ▲ 3.98% | $762.5M | 30 |
Current Portfolio Holdings
Showing all 30 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 377K | $78.6M | 10.31% |
| 2 | MRVL | Marvell Technology, Inc. | Technology | 515K | $51.0M | 6.69% |
| 3 | BABA | Alibaba Group Holding Limited | Consumer Cyclical | 321K | $40.2M | 5.27% |
| 4 | CLS | Celestica Inc. | Technology | 135K | $38.1M | 5.00% |
| 5 | BKH | Black Hills Corporation | Utilities | 538K | $37.3M | 4.89% |
| 6 | CRCL | Circle Internet Group | Financial Services | 365K | $34.8M | 4.56% |
| 7 | IBN | ICICI Bank Limited | Financial Services | 1.3M | $33.5M | 4.39% |
| 8 | ATAT | Atour Lifestyle Holdings Limited | Consumer Cyclical | 898K | $33.0M | 4.33% |
| 9 | TSEM | Tower Semiconductor Ltd. | Technology | 185K | $32.5M | 4.27% |
| 10 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 18K | $31.6M | 4.15% |
| 11 | FUTU | Futu Holdings Limited | Financial Services | 229K | $31.3M | 4.10% |
| 12 | RKT | Rocket Companies, Inc. | Financial Services | 2.0M | $28.9M | 3.80% |
| 13 | RDDT | Reddit, Inc. | Communication Services | 198K | $26.7M | 3.50% |
| 14 | TASK | TaskUs, Inc. | Technology | 3.7M | $25.1M | 3.29% |
| 15 | OGN | Organon & Co. | Healthcare | 4.0M | $24.0M | 3.14% |
Showing 1 to 15 of 30 holdings