Think Investments LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 21 US equity positions worth $512.7m in its Q1 2025 13F filing. The largest position was AMZN at 12.1% of the reported book, followed by TASK and SE. Against the Q4 2024 filing, it opened 5 new positions, added to 3 and reduced 1 among the top 21 holdings.
What did Think Investments LP own in Q1 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 12.1% | $61.9m | 325,275 | 0% | held |
| 2 | TASK TASKUS INC | Technology | 8.6% | $44.3m | 3,253,358 | 13% | added |
| 3 | SE SEA LTD | Consumer Cyclical | 8.5% | $43.8m | 335,400 | 0% | held |
| 4 | IBN ICICI BANK LIMITED | Financial Services | 7.9% | $40.7m | 1,292,200 | 0% | held |
| 5 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.0% | $35.7m | 18,300 | 0% | held |
| 6 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6.3% | $32.1m | 242,548 | 0% | held |
| 7 | RDDT REDDIT INC | Communication Services | 5.5% | $28.1m | 268,000 | 10% | added |
| 8 | FUTU FUTU HLDGS LTD | Financial Services | 5.0% | $25.6m | 249,800 | 0% | held |
| 9 | KGS KODIAK GAS SVCS INC | Energy | 4.6% | $23.7m | 634,794 | – | new |
| 10 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 3.8% | $19.7m | 695,487 | 264% | added |
| 11 | PDD PDD HOLDINGS INC | Consumer Cyclical | 3.7% | $19.2m | 162,000 | – | new |
| 12 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 3.7% | $19.1m | 1,410,457 | – | new |
| 13 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 3.4% | $17.7m | 349,400 | 0% | held |
| 14 | SNAP SNAP INC | Communication Services | 3.4% | $17.6m | 2,016,200 | -48% | reduced |
| 15 | PENG PENGUIN SOLUTIONS INC | Technology | 3.1% | $15.7m | 904,587 | 0% | held |
| 16 | TCOM TRIP COM GROUP LTD | Consumer Cyclical | 3.0% | $15.1m | 238,000 | – | new |
| 17 | CLS CELESTICA INC | Technology | 2.9% | $14.9m | 189,558 | – | new |
| 18 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 2.9% | $14.7m | 442,400 | 0% | held |
| 19 | CAR AVIS BUDGET GROUP | Industrials | 1.7% | $8.9m | 116,800 | 0% | held |
| 20 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.5% | $7.5m | 300,000 | 0% | held |
| 21 | GOOG ALPHABET INC | Communication Services | 1.3% | $6.7m | 43,163 | 0% | held |
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.