Think Investments LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 18 US equity positions worth $454.5m in its Q4 2024 13F filing. The largest position was AMZN at 15.7% of the reported book, followed by TASK and SNAP. Against the Q3 2024 filing, it opened 3 new positions, added to 2 and reduced 6 among the top 18 holdings.
What did Think Investments LP own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 15.7% | $71.4m | 325,275 | 0% | held |
| 2 | TASK TASKUS INC | Technology | 10.7% | $48.8m | 2,881,513 | 14% | added |
| 3 | SNAP SNAP INC | Communication Services | 9.1% | $41.6m | 3,859,900 | -14% | reduced |
| 4 | RDDT REDDIT INC | Communication Services | 8.7% | $39.7m | 243,000 | -54% | reduced |
| 5 | IBN ICICI BANK LIMITED | Financial Services | 8.5% | $38.6m | 1,292,200 | 0% | held |
| 6 | SE SEA LTD | Consumer Cyclical | 7.8% | $35.6m | 335,400 | -12% | reduced |
| 7 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.8% | $31.1m | 18,300 | 0% | held |
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.5% | $20.6m | 242,548 | -13% | reduced |
| 9 | FUTU FUTU HLDGS LTD | Financial Services | 4.4% | $20.0m | 249,800 | -28% | reduced |
| 10 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 4.2% | $18.9m | 349,400 | 0% | held |
| 11 | PENG PENGUIN SOLUTIONS INC | Technology | 3.8% | $17.4m | 904,587 | – | new |
| 12 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 3.6% | $16.5m | 442,400 | – | new |
| 13 | APLD APPLIED DIGITAL CORP | Technology | 3.5% | $15.7m | 2,060,136 | 27% | added |
| 14 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 2.2% | $10.0m | 300,000 | 0% | held |
| 15 | CAR AVIS BUDGET GROUP | Industrials | 2.1% | $9.4m | 116,800 | -62% | reduced |
| 16 | GOOG ALPHABET INC | Communication Services | 1.8% | $8.2m | 43,163 | 0% | held |
| 17 | BZ KANZHUN LIMITED | Communication Services | 1.3% | $6.0m | 432,906 | 0% | held |
| 18 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 1.1% | $5.1m | 191,000 | – | new |
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.