Think-Investments-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "SE", "BABA", "ATAT", "CLS", "SIMO", "IBN", null, "TASK", null, "AMZN", "PDD", "DKNG", "ZETA", "KGS", "TCOM", "SNAP", "RDDT", "MELI", "CAR", "CZR", "GOOG" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 21
- Total Value
- 512684350
- Accession Number
- 0001879202-25-000023
- Form Type
- 13F-HR
- Manager Name
- Think-Investments-Lp
Data Enrichment
90% identified19 identified2 unidentified
Holdings
21 positions • $512.7M total value
Manager:
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Shares:242.5K
Value:$32.1M
% of Portfolio:6.3% ($32.1M/$512.7M)
36118L106
Shares:249.8K
Value:$25.6M
% of Portfolio:5.0% ($25.6M/$512.7M)
Shares:695.5K
Value:$19.7M
% of Portfolio:3.8% ($19.7M/$512.7M)
Shares:349.4K
Value:$17.7M
% of Portfolio:3.4% ($17.7M/$512.7M)
G8232Y101
Shares:904.6K
Value:$15.7M
% of Portfolio:3.1% ($15.7M/$512.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
AMAZON COM INC(AMZNcusip023135106) | 325.3K | QoQ 0.00% (-0) | All Managers (Combined) | $61.9M | 12.1% ($61.9M/$512.7M) | |
TaskUs, Inc.(TASKcusip87652V109) | 3.3M | All Managers (Combined) | $44.3M | 8.6% ($44.3M/$512.7M) | ||
335.4K | QoQ 0.00% (+0) | All Managers (Combined) | $43.8M | 8.5% ($43.8M/$512.7M) | ||
ICICI BANK LTD(IBNcusip45104G104) | 1.3M | All Managers (Combined) | $40.7M | 7.9% ($40.7M/$512.7M) | ||
18.3K | All Managers (Combined) | $35.7M | 7.0% ($35.7M/$512.7M) | |||
242.5K | All Managers (Combined) | $32.1M | 6.3% ($32.1M/$512.7M) | |||
Reddit, Inc.(RDDTcusip75734B100) | 268.0K | All Managers (Combined) | $28.1M | 5.5% ($28.1M/$512.7M) | ||
(cusip36118L106)✕ | 249.8K | QoQ 0.00% (+0) | All Managers (Combined) | $25.6M | 5.0% ($25.6M/$512.7M) | |
634.8K | QoQ NEW(+634.8K) YoY NEW(+634.8K) | All Managers (Combined) | $23.7M | 4.6% ($23.7M/$512.7M) | QoQ NEW(+$23.7M) YoY NEW(+$23.7M) | |
695.5K | YoY NEW(+695.5K) | All Managers (Combined) | $19.7M | 3.8% ($19.7M/$512.7M) | YoY NEW(+$19.7M) | |
162.0K | QoQ NEW(+162.0K) YoY NEW(+162.0K) | All Managers (Combined) | $19.2M | 3.7% ($19.2M/$512.7M) | QoQ NEW(+$19.2M) YoY NEW(+$19.2M) | |
1.4M | QoQ NEW(+1.4M) YoY NEW(+1.4M) | All Managers (Combined) | $19.1M | 3.7% ($19.1M/$512.7M) | QoQ NEW(+$19.1M) YoY NEW(+$19.1M) | |
349.4K | All Managers (Combined) | $17.7M | 3.4% ($17.7M/$512.7M) | |||
2.0M | All Managers (Combined) | $17.6M | 3.4% ($17.6M/$512.7M) | |||
(cusipG8232Y101)✕ | 904.6K | QoQ 0.00% (-0)YoY NEW(+904.6K) | All Managers (Combined) | $15.7M | 3.1% ($15.7M/$512.7M) | YoY NEW(+$15.7M) |
238.0K | QoQ NEW(+238.0K) YoY NEW(+238.0K) | All Managers (Combined) | $15.1M | 3.0% ($15.1M/$512.7M) | QoQ NEW(+$15.1M) YoY NEW(+$15.1M) | |
CELESTICA INC(CLScusip15101Q207) | 189.6K | QoQ NEW(+189.6K) YoY NEW(+189.6K) | All Managers (Combined) | $14.9M | 2.9% ($14.9M/$512.7M) | QoQ NEW(+$14.9M) YoY NEW(+$14.9M) |
DraftKings Inc.(DKNGcusip26142V105) | 442.4K | QoQ 0.00% (-0)YoY NEW(+442.4K) | All Managers (Combined) | $14.7M | 2.9% ($14.7M/$512.7M) | YoY NEW(+$14.7M) |
116.8K | All Managers (Combined) | $8.9M | 1.7% ($8.9M/$512.7M) | |||
300.0K | QoQ 0.00% (-0)YoY NEW(+300.0K) | All Managers (Combined) | $7.5M | 1.5% ($7.5M/$512.7M) | YoY NEW(+$7.5M) |