Think Investments LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 21 US equity positions worth $576.9m in its Q2 2025 13F filing. The largest position was AMZN at 12.4% of the reported book, followed by TASK and MELI. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 3 among the top 21 holdings.
What did Think Investments LP own in Q2 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 12.4% | $71.4m | 325,275 | 0% | held |
| 2 | TASK TASKUS INC | Technology | 10.8% | $62.6m | 3,734,665 | 15% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 8.3% | $47.8m | 18,300 | 0% | held |
| 4 | IBN ICICI BANK LIMITED | Financial Services | 7.5% | $43.5m | 1,292,200 | 0% | held |
| 5 | RDDT REDDIT INC | Communication Services | 7.0% | $40.4m | 268,000 | 0% | held |
| 6 | GTLB GITLAB INC | Technology | 5.4% | $31.0m | 687,100 | – | new |
| 7 | FUTU FUTU HLDGS LTD | Financial Services | 5.4% | $30.9m | 249,800 | 0% | held |
| 8 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 5.1% | $29.2m | 897,500 | 29% | added |
| 9 | SE SEA LTD | Consumer Cyclical | 4.8% | $27.8m | 174,000 | -48% | reduced |
| 10 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 4.8% | $27.5m | 242,548 | 0% | held |
| 11 | PDD PDD HOLDINGS INC | Consumer Cyclical | 4.6% | $26.8m | 256,200 | 58% | added |
| 12 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 4.6% | $26.3m | 349,400 | 0% | held |
| 13 | CLS CELESTICA INC | Technology | 4.0% | $23.1m | 148,200 | -22% | reduced |
| 14 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 3.3% | $19.0m | 442,400 | 0% | held |
| 15 | PENG PENGUIN SOLUTIONS INC | Technology | 3.1% | $17.9m | 904,587 | 0% | held |
| 16 | SNAP SNAP INC | Communication Services | 3.0% | $17.5m | 2,016,200 | 0% | held |
| 17 | FSLR FIRST SOLAR INC | Technology | 1.7% | $9.6m | 58,000 | – | new |
| 18 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.5% | $8.5m | 300,000 | 0% | held |
| 19 | GOOG ALPHABET INC | Communication Services | 1.3% | $7.7m | 43,163 | 0% | held |
| 20 | REAL THE REALREAL INC | Consumer Cyclical | 0.7% | $4.3m | 897,547 | – | new |
| 21 | CAR AVIS BUDGET GROUP | Industrials | 0.7% | $4.2m | 24,900 | -79% | reduced |
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.