Think Investments LP Portfolio Holdings

Think Investments LP

  • $408 Million
  • Q4 2024

Think Investments LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $71.4M, Task Us, Inc. with a value of $48.8M, Snap Inc with a value of $41.6M, Icici Bank LTD with a value of $38.6M, and Sea LTD with a value of $35.6M.

Examining the 13F form we can see an decrease of $69.3M in the current position value, from $477M to 408M.

Think Investments LP is based out at San Francisco, CA

Below you can find more details about Think Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $408 Million
Consumer Cyclical: $185 Million
Technology: $83.4 Million
Financial Services: $74.1 Million
Communication Services: $49.8 Million
Industrials: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21T
$71.4 Million 17.5% of portfolio
325,275
Q2 2024 Reduced 2.41%
$405M
$48.8 Million 11.97% of portfolio
2,881,513
Q4 2024 Added 14.49%
$14.1B
$41.6 Million 10.2% of portfolio
3,859,900
Q4 2024 Reduced 14.04%
$98.1B
$38.6 Million 9.46% of portfolio
1,292,200
Q3 2024 Reduced 19.24%
$71.7B
$35.6 Million 8.73% of portfolio
335,400
Q4 2024 Reduced 12.29%
$114B
$31.1 Million 7.63% of portfolio
18,300
Q2 2023 Reduced 21.79%
$381B
$20.6 Million 5.04% of portfolio
242,548
Q4 2024 Reduced 12.88%
$17.8B
$20 Million 4.9% of portfolio
249,800
Q4 2024 Reduced 27.67%
$1.94B
$18.9 Million 4.63% of portfolio
349,400
Q2 2024 Added 58.67%
$20.4B
$16.5 Million 4.04% of portfolio
442,400
Q4 2024 New
$842M
$15.7 Million 3.84% of portfolio
904,587
Q4 2024 New
$1B
$15.5 Million 3.8% of portfolio
2,060,136
Q4 2024 Added 27.26%
$7.58B
$10 Million 2.46% of portfolio
300,000
Q2 2024 New
$4.19B
$9.42 Million 2.31% of portfolio
116,800
Q4 2024 Reduced 61.99%
$1.11T
$8.22 Million 2.02% of portfolio
43,163
Q2 2024 Reduced 55.58%
$6.97B
$5.97 Million 1.47% of portfolio
432,906
Q3 2024 Reduced 25.36%
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $408 Million
  • Prior Value $477 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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