Think Investments LP Portfolio Holdings by Sector

Think Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN BABA MELI SE 4 stocks	$188,635 30.32% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology SMTC MRVL SIMO AVGO 4 stocks	$141,498 22.74% of portfolio	3	1	3	-	0 Calls 0 Puts
Information Technology Services \| Technology TASK 1 stocks	$66,663 10.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GTLB COMP 2 stocks	$65,728 10.56% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology TTMI 1 stocks	$45,682 7.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$39,063 6.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$38,747 6.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SNAP GOOG 2 stocks	$26,056 4.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services QFIN 1 stocks	$10,070 1.62% of portfolio	1	-	1	-	0 Calls 0 Puts

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