Think Investments LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 17 US equity positions worth $511.7m in its Q3 2024 13F filing. The largest position was TWKSEUR at 12.5% of the reported book, followed by AMZN and SNAP.
What did Think Investments LP own in Q3 2024? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TWKSEUR THOUGHTWORKS HOLDING INC | 12.5% | $63.7m | 14,414,000 | – | ||
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 11.8% | $60.6m | 325,275 | – | |
| 3 | SNAP SNAP INC | Communication Services | 9.4% | $48.0m | 4,490,500 | – | |
| 4 | IBN ICICI BANK LIMITED | Financial Services | 7.5% | $38.6m | 1,292,200 | – | |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.3% | $37.6m | 18,300 | – | |
| 6 | SE SEA LTD | Consumer Cyclical | 7.0% | $36.1m | 382,400 | – | |
| 7 | RDDT REDDIT INC | Communication Services | 6.7% | $34.5m | 523,400 | – | |
| 8 | FUTU FUTU HLDGS LTD | Financial Services | 6.5% | $33.0m | 345,355 | – | |
| 9 | TASK TASKUS INC | Technology | 6.4% | $32.5m | 2,516,905 | – | |
| 10 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.8% | $29.5m | 278,400 | – | |
| 11 | CAR AVIS BUDGET GROUP | Industrials | 5.3% | $26.9m | 307,300 | – | |
| 12 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 4.1% | $21.2m | 349,400 | – | |
| 13 | APLD APPLIED DIGITAL CORP | Technology | 2.6% | $13.4m | 1,618,845 | – | |
| 14 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 2.4% | $12.5m | 300,000 | – | |
| 15 | XYZ BLOCK INC | Technology | 1.7% | $8.8m | 130,800 | – | |
| 16 | BZ KANZHUN LIMITED | Communication Services | 1.5% | $7.5m | 432,906 | – | |
| 17 | GOOG ALPHABET INC | Communication Services | 1.4% | $7.2m | 43,163 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.