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Size ($ in 1000's)
At 12/31/2023: $428,173
At 09/30/2023: $445,035
Combined Holding Report Includes:
Think Investments LP
MIRABELLA FINANCIAL SERVICES LLP
Think Investments LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Think Investments LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Think Investments LP top holdings by largest position size, as per the latest 13f filing made by Think Investments LP.
In the Think Investments LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Think Investments LP in that top holding, then the share count change between reporting periods, and finally the Think Investments LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BLOCK INC |
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$59,474 | | SQ | 568,900 | +95,600 | $44,004 | | Call | 200,000 | +200,000 | $15,470 | | AMAZON COM INC |
333,300 |
UNCH |
$50,642 | | AMZN | 333,300 | UNCH | $50,642 | | ICICI BANK LIMITED |
1,600,000 |
UNCH |
$38,144 | | IBN | 1,600,000 | UNCH | $38,144 | | AVIS BUDGET GROUP |
190,500 |
UNCH |
$33,768 | | CAR | 190,500 | UNCH | $33,768 | | MERCADOLIBRE INC |
18,300 |
UNCH |
$28,759 | | MELI | 18,300 | UNCH | $28,759 | | THOUGHTWORKS HOLDING INC |
5,032,032 |
+711,972 |
$24,204 | | TWKS | 5,032,032 | +711,972 | $24,204 | | TAL EDUCATION GROUP |
1,914,900 |
-85,100 |
$24,185 | | TAL | 1,914,900 | -85,100 | $24,185 | | ALPHABET INC |
150,163 |
UNCH |
$21,162 | | GOOG | 150,163 | UNCH | $21,162 | | TASKUS INC |
1,465,829 |
+274,708 |
$19,158 | | TASK | 1,465,829 | +274,708 | $19,158 | | ALIBABA GROUP HLDG LTD |
242,548 |
-160,852 |
$18,800 | | BABA | 242,548 | -160,852 | $18,800 | | FUTU HLDGS LTD |
319,200 |
-52,800 |
$17,438 | | FUTU | 319,200 | -52,800 | $17,438 | | SENTINELONE INC |
557,700 |
-606,807 |
$15,303 | | S | 557,700 | -606,807 | $15,303 | | ZILLOW GROUP INC |
233,233 |
UNCH |
$13,229 | | ZG | 233,233 | UNCH | $13,229 | | SEA LTD |
272,100 |
UNCH |
$11,020 | | SE | 272,100 | UNCH | $11,020 | | KRANESHARES TR (KWEB) |
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$10,800 | | Call | 400,000 | UNCH | $10,800 | | NEXTRACKER INC |
202,300 |
+202,300 |
$9,478 | | NXT | 202,300 | +202,300 | $9,478 | | ARRAY TECHNOLOGIES INC |
530,000 |
+530,000 |
$8,904 | | ARRY | 530,000 | +530,000 | $8,904 | | ACM RESH INC |
417,500 |
+417,500 |
$8,158 | | ACMR | 417,500 | +417,500 | $8,158 | | KE HLDGS INC |
432,100 |
UNCH |
$7,004 | | BEKE | 432,100 | UNCH | $7,004 | | HASHICORP INC |
257,000 |
+257,000 |
$6,075 | | HCP | 257,000 | +257,000 | $6,075 | | YATRA ONLINE INC |
1,265,571 |
-292,282 |
$2,063 | | YTRA | 1,265,571 | -292,282 | $2,063 |
See Full List: All Stocks Held By Think Investments LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Think Investments LP
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