Think Investments LP Portfolio Holdings by Sector

Think Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN SE MELI BABA 4 stocks	$158,630 38.91% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG 2 stocks	$49,790 12.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology TASK 1 stocks	$48,812 11.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$38,585 9.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU APLD 2 stocks	$35,473 8.7% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology SIMO SGH 2 stocks	$34,543 8.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$16,457 4.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$10,026 2.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials CAR 1 stocks	$9,415 2.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BZ 1 stocks	$5,974 1.47% of portfolio	-	-	-	-	0 Calls 0 Puts

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