Think Investments LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 20 US equity positions worth $756.6m in its Q3 2025 13F filing. The largest position was RDDT at 10.1% of the reported book, followed by AMZN and TASK. Against the Q2 2025 filing, it opened 6 new positions, added to 2 and reduced 3 among the top 20 holdings.
What did Think Investments LP own in Q3 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RDDT REDDIT INC | Communication Services | 10.1% | $76.4m | 332,000 | 24% | added |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 9.4% | $71.4m | 325,275 | 0% | held |
| 3 | TASK TASKUS INC | Technology | 8.8% | $66.7m | 3,734,665 | 0% | held |
| 4 | SMTC SEMTECH CORP | Technology | 7.7% | $58.6m | 820,400 | – | new |
| 5 | TTMI TTM TECHNOLOGIES INC | Technology | 6.0% | $45.7m | 793,100 | – | new |
| 6 | GTLB GITLAB INC | Technology | 5.9% | $44.5m | 988,200 | 44% | added |
| 7 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.7% | $43.4m | 242,548 | 0% | held |
| 8 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.7% | $42.8m | 18,300 | 0% | held |
| 9 | MRVL MARVELL TECHNOLOGY INC | Technology | 5.3% | $39.8m | 474,000 | – | new |
| 10 | IBN ICICI BANK LIMITED | Financial Services | 5.2% | $39.1m | 1,292,200 | 0% | held |
| 11 | FUTU FUTU HLDGS LTD | Financial Services | 5.1% | $38.7m | 222,800 | -11% | reduced |
| 12 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.5% | $33.7m | 897,500 | 0% | held |
| 13 | SE SEA LTD | Consumer Cyclical | 4.1% | $31.1m | 174,000 | 0% | held |
| 14 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 3.6% | $27.4m | 289,300 | -17% | reduced |
| 15 | CLS CELESTICA INC | Technology | 3.2% | $24.3m | 98,800 | -33% | reduced |
| 16 | COMP COMPASS INC | Real Estate | 2.8% | $21.2m | 2,637,700 | – | new |
| 17 | AVGO BROADCOM INC | Technology | 2.1% | $15.6m | 47,300 | – | new |
| 18 | SNAP SNAP INC | Communication Services | 2.1% | $15.5m | 2,016,200 | 0% | held |
| 19 | GOOG ALPHABET INC | Communication Services | 1.4% | $10.5m | 43,163 | 0% | held |
| 20 | QFIN QFIN HOLDINGS INC | Financial Services | 1.3% | $10.1m | 349,900 | – | 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.