Think Investments LP

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 21Value: $512.7MLatest: 2025Q1

Think Investments LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 21 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: think-investments-lp
Manager Name: Think-Investments-Lp

Data Enrichment

90% identified

19 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $512.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

AMZN|023135106

Shares:325.3K

Value:$61.9M

% of Portfolio:12.1% ($61.9M/$512.7M)

TaskUs, Inc.

TASK|87652V109

Shares:3.3M

Value:$44.3M

% of Portfolio:8.6% ($44.3M/$512.7M)

Sea Ltd

SE|81141R100

Shares:335.4K

Value:$43.8M

% of Portfolio:8.5% ($43.8M/$512.7M)

ICICI BANK LTD

IBN|45104G104

Shares:1.3M

Value:$40.7M

% of Portfolio:7.9% ($40.7M/$512.7M)

MERCADOLIBRE INC

MELI|58733R102

Shares:18.3K

Value:$35.7M

% of Portfolio:7.0% ($35.7M/$512.7M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:242.5K

Value:$32.1M

% of Portfolio:6.3% ($32.1M/$512.7M)

Reddit, Inc.

RDDT|75734B100

Shares:268.0K

Value:$28.1M

% of Portfolio:5.5% ($28.1M/$512.7M)

36118L106

Shares:249.8K

Value:$25.6M

% of Portfolio:5.0% ($25.6M/$512.7M)

Kodiak Gas Services, Inc.

KGS|50012A108

Shares:634.8K

Value:$23.7M

% of Portfolio:4.6% ($23.7M/$512.7M)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:695.5K

Value:$19.7M

% of Portfolio:3.8% ($19.7M/$512.7M)

PDD Holdings Inc.

PDD|722304102

Shares:162.0K

Value:$19.2M

% of Portfolio:3.7% ($19.2M/$512.7M)

Zeta Global Holdings Corp.

ZETA|98956A105

Shares:1.4M

Value:$19.1M

% of Portfolio:3.7% ($19.1M/$512.7M)

Silicon Motion Technology CORP

SIMO|82706C108

Shares:349.4K

Value:$17.7M

% of Portfolio:3.4% ($17.7M/$512.7M)

Snap Inc

SNAP|83304A106

Shares:2.0M

Value:$17.6M

% of Portfolio:3.4% ($17.6M/$512.7M)

G8232Y101

Shares:904.6K

Value:$15.7M

% of Portfolio:3.1% ($15.7M/$512.7M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:238.0K

Value:$15.1M

% of Portfolio:3.0% ($15.1M/$512.7M)

CELESTICA INC

CLS|15101Q207

Shares:189.6K

Value:$14.9M

% of Portfolio:2.9% ($14.9M/$512.7M)

DraftKings Inc.

DKNG|26142V105

Shares:442.4K

Value:$14.7M

% of Portfolio:2.9% ($14.7M/$512.7M)

AVIS BUDGET GROUP, INC.

CAR|053774105

Shares:116.8K

Value:$8.9M

% of Portfolio:1.7% ($8.9M/$512.7M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:300.0K

Value:$7.5M

% of Portfolio:1.5% ($7.5M/$512.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	325.3K	QoQ 0.00% (-0) YoY -2.40% (-8.0K)	All Managers (Combined)	$61.9M	12.1% ($61.9M/$512.7M)	QoQ -13.27% (-$9.5M) YoY +2.93% (-$1.8M)
TaskUs, Inc.(TASKcusip87652V109)	3.3M	QoQ +12.90% (-371.8K) YoY +84.17% (+1.5M)	All Managers (Combined)	$44.3M	8.6% ($44.3M/$512.7M)	QoQ -9.15% (-$4.5M) YoY +115.47% (+$23.8M)
Sea Ltd(SEcusip81141R100)	335.4K	QoQ 0.00% (+0) YoY +23.26% (+63.3K)	All Managers (Combined)	$43.8M	8.5% ($43.8M/$512.7M)	QoQ +22.98% (+$8.2M) YoY +199.47% (+$29.2M)
ICICI BANK LTD(IBNcusip45104G104)	1.3M	QoQ 0.00% (+0) YoY -19.23% (-307.8K)	All Managers (Combined)	$40.7M	7.9% ($40.7M/$512.7M)	QoQ +5.55% (+$2.1M) YoY -3.61% (-$1.5M)
MERCADOLIBRE INC(MELIcusip58733R102)	18.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.7M	7.0% ($35.7M/$512.7M)	QoQ +14.72% (+$4.6M) YoY +29.02% (+$8.0M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	242.5K	QoQ 0.00% (+0) YoY -30.06% (-104.3K)	All Managers (Combined)	$32.1M	6.3% ($32.1M/$512.7M)	QoQ +55.94% (+$11.5M) YoY +27.80% (-$7.0M)
Reddit, Inc.(RDDTcusip75734B100)	268.0K	QoQ +10.28% (-25.0K) YoY -26.57% (-97.0K)	All Managers (Combined)	$28.1M	5.5% ($28.1M/$512.7M)	QoQ -29.21% (-$11.6M) YoY +56.16% (-$10.1M)
(cusip36118L106)✕	249.8K	QoQ 0.00% (+0) YoY -21.74% (-69.4K)	All Managers (Combined)	$25.6M	5.0% ($25.6M/$512.7M)	QoQ +27.95% (+$5.6M) YoY +47.91% (-$8.3M)
Kodiak Gas Services, Inc.(KGScusip50012A108)	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)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	695.5K	QoQ +264.12% (+504.5K) YoY NEW(+695.5K)	All Managers (Combined)	$19.7M	3.8% ($19.7M/$512.7M)	QoQ +283.89% (+$14.6M) YoY NEW(+$19.7M)
PDD Holdings Inc.(PDDcusip722304102)	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)
Zeta Global Holdings Corp.(ZETAcusip98956A105)	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)
Silicon Motion Technology CORP(SIMOcusip82706C108)	349.4K	QoQ 0.00% (-0) YoY +58.67% (+129.2K)	All Managers (Combined)	$17.7M	3.4% ($17.7M/$512.7M)	QoQ -6.45% (-$1.2M) YoY +4.27% (+$723.5K)
Snap Inc(SNAPcusip83304A106)	2.0M	QoQ -47.76% (-1.8M) YoY -26.45% (-725.2K)	All Managers (Combined)	$17.6M	3.4% ($17.6M/$512.7M)	QoQ -57.75% (-$24.0M) YoY -44.19% (-$13.9M)
(cusipG8232Y101)✕	904.6K	QoQ 0.00% (-0) YoY NEW(+904.6K)	All Managers (Combined)	$15.7M	3.1% ($15.7M/$512.7M)	QoQ -9.48% (-$1.6M) YoY NEW(+$15.7M)
Trip.com Group Ltd(TCOMcusip89677Q107)	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)	QoQ -10.72% (-$1.8M) YoY NEW(+$14.7M)
AVIS BUDGET GROUP, INC.(CARcusip053774105)	116.8K	QoQ 0.00% (-0) YoY -58.64% (-165.6K)	All Managers (Combined)	$8.9M	1.7% ($8.9M/$512.7M)	QoQ -5.84% (-$550.1K) YoY -74.36% (-$25.7M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	300.0K	QoQ 0.00% (-0) YoY NEW(+300.0K)	All Managers (Combined)	$7.5M	1.5% ($7.5M/$512.7M)	QoQ -25.19% (-$2.5M) YoY NEW(+$7.5M)