Institutional Fund
Think Investments LP
San Francisco, CACIK 16359995 filings on record
Portfolio Value
$741.63M
Q1 2026
Holdings
30
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-5.2%
from $782.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc10.6%
- Marvell Technology Inc6.9%
- Alibaba Group Hldg Ltd5.4%
- Celestica Inc5.1%
- Circle Internet Group Inc4.7%
- Icici Bank Limited4.5%
- Other62.8%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 377.3K | $78.58M | 10.6% | +52.0K | Added |
| 2 | Marvell Technology Inc | 514.6K | $50.97M | 6.9% | −233.2K | Reduced |
| 3 | Alibaba Group Hldg Ltd | 320.5K | $40.21M | 5.4% | 0 | Held |
| 4 | Celestica Inc | 135.4K | $38.14M | 5.1% | +43.1K | Added |
| 5 | Circle Internet Group Inc | 364.7K | $34.80M | 4.7% | 0 | Held |
| 6 | Icici Bank Limited | 1.29M | $33.47M | 4.5% | 0 | Held |
| 7 | Atour Lifestyle Hldgs Ltd | 897.5K | $33.04M | 4.5% | 0 | Held |
| 8 | Tower Semiconductor Ltd | 185.4K | $32.53M | 4.4% | +185.4K | New |
| 9 | Mercadolibre Inc | 18.3K | $31.64M | 4.3% | 0 | Held |
| 10 | Futu Hldgs Ltd | 228.7K | $31.28M | 4.2% | +71.8K | Added |
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