Think Investments LP
Net seller this quarter
$847M
21
-$126M
65.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MRVL | $116M | 13.75% | 0.04% | -24.0% | Q3 2025 |
 AMZN | $77.5M | 9.16% | 0.00% | -13.8% | Q3 2015 |
 LRCX | $61.9M | 7.31% | 0.01% | New | Q2 2026 |
 TSEM | $49.8M | 5.88% | 0.17% | +3.0% | Q1 2026 |
 AEVA | $47.4M | 5.59% | 2.40% | +37.5% | Q1 2026 |
 WOLF | $43.5M | 5.14% | 1.73% | New | Q2 2026 |
 VSH | $42.7M | 5.05% | 0.61% | New | Q2 2026 |
 RKT | $41M | 4.84% | Not reported | +28.1% | Q4 2025 |
 BRKR | $38.8M | 4.59% | 0.42% | +17.4% | Q1 2026 |
 BIDU | $38.5M | 4.55% | Not reported | Not reported | Q4 2014 |
 IBN | $37.5M | 4.43% | Not reported | Not reported | Q1 2019 |
 MELI | $31.1M | 3.67% | 0.04% | Not reported | Q1 2019 |
 BABA | $30.8M | 3.63% | 0.02% | Not reported | Q4 2014 |
 LMRI | $28.9M | 3.41% | 2.66% | New | Q2 2026 |
 CRCL | $27.6M | 3.25% | Not reported | +20.7% | Q4 2025 |
 FUTU | $21.4M | 2.53% | 0.06% | Not reported | Q3 2020 |
 ATAT | $17.1M | 2.01% | 0.13% | -40.3% | Q4 2024 |
 FIGR | $16.9M | 2.00% | Not reported | New | Q2 2026 |
 TASK | $16.4M | 1.94% | Not reported | -6.0% | Q3 2022 |
 TTMI | $16.2M | 1.91% | 0.08% | Not reported | Q3 2025 |
 SHAK | $9.98M | 1.18% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| AMZN | $78.6M | 10.31% | 0.00% | +16.0% | Q3 2015 |
| MRVL | $51M | 6.69% | 0.06% | -31.2% | Q3 2025 |
| BABA | $40.2M | 5.27% | 0.02% | Not reported | Q4 2014 |
 CLS | $38.1M | 5.00% | 0.12% | +46.7% | Q1 2025 |
| CRCL | $34.8M | 4.56% | Not reported | Not reported | Q4 2025 |
| IBN | $33.5M | 4.39% | Not reported | Not reported | Q1 2019 |
| ATAT | $33M | 4.33% | 0.22% | Not reported | Q4 2024 |
| TSEM | $32.5M | 4.27% | 0.16% | New | Q1 2026 |
| MELI | $31.6M | 4.15% | 0.04% | Not reported | Q1 2019 |
| FUTU | $31.3M | 4.10% | 0.06% | +45.8% | Q3 2020 |
| RKT | $28.9M | 3.80% | Not reported | +45.1% | Q4 2025 |
 RDDT | $26.7M | 3.50% | Not reported | Not reported | Q1 2024 |
| TASK | $25.1M | 3.29% | Not reported | Not reported | Q3 2022 |
 OGN | $24M | 3.14% | 1.52% | New | Q1 2026 |
 XP | $21.6M | 2.83% | Not reported | New | Q1 2026 |
| BRKR | $19.9M | 2.61% | 0.36% | New | Q1 2026 |
 META | $19.5M | 2.55% | Not reported | Not reported | Q2 2022 |
 SMTC | $16.7M | 2.19% | 0.23% | -67.4% | Q3 2025 |
 BKH | $16.5M | 2.16% | 0.31% | -55.8% | Q4 2025 |
| AEVA | $15.8M | 2.07% | 1.91% | New | Q1 2026 |
| SHAK | $15.8M | 2.07% | Not reported | New | Q1 2026 |
 SE | $14.4M | 1.89% | 0.10% | Not reported | Q2 2019 |
| EA | $14.3M | 1.87% | Not reported | New | Q1 2026 |
 SCHW | $13.7M | 1.80% | 0.01% | New | Q1 2026 |
 GS | $13.5M | 1.78% | 0.01% | New | Q1 2026 |
 MSFT | $13M | 1.70% | 0.00% | New | Q1 2026 |
 C | $12.1M | 1.59% | 0.01% | New | Q1 2026 |
 MS | $11.2M | 1.46% | 0.00% | New | Q1 2026 |
 BSX | $8.53M | 1.12% | 0.01% | New | Q1 2026 |
 COMP | $5.97M | 0.78% | 0.11% | -61.4% | Q3 2025 |
| Q4 2025 | |||||
| AMZN | $75.1M | 8.37% | 0.00% | Not reported | Q3 2015 |
| MRVL | $63.5M | 7.08% | 0.09% | +57.8% | Q3 2025 |
| SMTC | $49.1M | 5.47% | 0.72% | -18.8% | Q3 2025 |
| BABA | $47M | 5.24% | 0.00% | +32.1% | Q4 2014 |
| RDDT | $45.6M | 5.08% | Not reported | -40.3% | Q1 2024 |
| TASK | $44M | 4.91% | Not reported | Not reported | Q3 2022 |
 CORZ | $40.8M | 4.54% | 0.89% | New | Q4 2025 |
| IBN | $38.5M | 4.29% | Not reported | Not reported | Q1 2019 |
| TTMI | $38.1M | 4.24% | 0.53% | -30.5% | Q3 2025 |
| BKH | $37.3M | 4.16% | 0.71% | New | Q4 2025 |
 GTLB | $37.1M | 4.13% | Not reported | Not reported | Q1 2023 |
| MELI | $36.9M | 4.11% | 0.04% | Not reported | Q1 2019 |
| ATAT | $35.4M | 3.94% | 0.22% | Not reported | Q4 2024 |
| CRCL | $28.9M | 3.22% | Not reported | New | Q4 2025 |
| CLS | $27.3M | 3.04% | 0.08% | -6.6% | Q1 2025 |
| RKT | $27.1M | 3.02% | Not reported | New | Q4 2025 |
 SIMO | $26.8M | 2.99% | 0.22% | Not reported | Q1 2024 |
| FUTU | $25.8M | 2.87% | 0.04% | -29.6% | Q3 2020 |
| COMP | $22.4M | 2.49% | 0.38% | -19.7% | Q3 2025 |
| SE | $22.2M | 2.47% | 0.10% | Not reported | Q2 2019 |
 QFIN | $6.74M | 0.75% | 0.14% | Not reported | Q3 2025 |
 BE | $6.5M | 0.72% | 0.03% | New | Q4 2025 |
| Q3 2025 | |||||
| RDDT | $76.4M | 10.09% | Not reported | +23.9% | Q1 2024 |
| AMZN | $71.4M | 9.44% | 0.00% | Not reported | Q3 2015 |
| TASK | $66.7M | 8.81% | Not reported | Not reported | Q3 2022 |
| SMTC | $58.6M | 7.75% | 0.95% | New | Q3 2025 |
| TTMI | $45.7M | 6.04% | 0.77% | New | Q3 2025 |
| GTLB | $44.5M | 5.89% | Not reported | +43.8% | Q1 2023 |
| BABA | $43.4M | 5.73% | 0.00% | Not reported | Q4 2014 |
| MELI | $42.8M | 5.65% | 0.04% | Not reported | Q1 2019 |
| MRVL | $39.8M | 5.27% | 0.06% | New | Q3 2025 |
| IBN | $39.1M | 5.16% | Not reported | Not reported | Q1 2019 |
| FUTU | $38.7M | 5.12% | 0.06% | -10.8% | Q3 2020 |
| ATAT | $33.7M | 4.46% | 0.22% | Not reported | Q4 2024 |
| SE | $31.1M | 4.11% | 0.10% | Not reported | Q2 2019 |
| SIMO | $27.4M | 3.63% | 0.21% | -17.2% | Q1 2024 |
| CLS | $24.3M | 3.22% | 0.09% | -33.3% | Q1 2025 |
| COMP | $21.2M | 2.80% | 0.47% | New | Q3 2025 |
 AVGO | $15.6M | 2.06% | 0.00% | New | Q3 2025 |
 SNAP | $15.5M | 2.05% | 0.11% | Not reported | Q1 2024 |
 GOOG | $10.5M | 1.39% | Not reported | Not reported | Q1 2023 |
| QFIN | $10.1M | 1.33% | 0.12% | New | Q3 2025 |