Think Investments LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 22 US equity positions worth $782.0m in its Q4 2025 13F filing. The largest position was AMZN at 9.6% of the reported book, followed by MRVL and SMTC. Against the Q3 2025 filing, it opened 5 new positions, added to 2 and reduced 6 among the top 22 holdings.
What did Think Investments LP own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 9.6% | $75.1m | 325,275 | 0% | held |
| 2 | MRVL MARVELL TECHNOLOGY INC | Technology | 8.1% | $63.5m | 747,811 | 58% | added |
| 3 | SMTC SEMTECH CORP | Technology | 6.3% | $49.1m | 666,400 | -19% | reduced |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6.0% | $47.0m | 320,500 | 32% | added |
| 5 | RDDT REDDIT INC | Communication Services | 5.8% | $45.6m | 198,382 | -40% | reduced |
| 6 | TASK TASKUS INC | Technology | 5.6% | $44.0m | 3,734,665 | 0% | held |
| 7 | CORZ CORE SCIENTIFIC INC NEW | Technology | 5.2% | $40.8m | 2,799,600 | – | new |
| 8 | IBN ICICI BANK LIMITED | Financial Services | 4.9% | $38.5m | 1,292,200 | 0% | held |
| 9 | TTMI TTM TECHNOLOGIES INC | Technology | 4.9% | $38.1m | 551,504 | -30% | reduced |
| 10 | BKH BLACK HILLS CORP | Utilities | 4.8% | $37.3m | 537,637 | – | new |
| 11 | GTLB GITLAB INC | Technology | 4.7% | $37.1m | 988,200 | 0% | held |
| 12 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.7% | $36.9m | 18,300 | 0% | held |
| 13 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.5% | $35.4m | 897,500 | 0% | held |
| 14 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 3.7% | $28.9m | 364,700 | – | new |
| 15 | CLS CELESTICA INC | Technology | 3.5% | $27.3m | 92,300 | -7% | reduced |
| 16 | RKT ROCKET COS INC | Financial Services | 3.5% | $27.1m | 1,400,000 | – | new |
| 17 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 3.4% | $26.8m | 289,300 | 0% | held |
| 18 | FUTU FUTU HLDGS LTD | Financial Services | 3.3% | $25.8m | 156,900 | -30% | reduced |
| 19 | COMP COMPASS INC | Real Estate | 2.9% | $22.4m | 2,117,900 | -20% | reduced |
| 20 | SE SEA LTD | Consumer Cyclical | 2.8% | $22.2m | 174,000 | 0% | held |
| 21 | QFIN QFIN HOLDINGS INC | Financial Services | 0.9% | $6.7m | 349,900 | 0% | held |
| 22 | BE BLOOM ENERGY CORP | Industrials | 0.8% | $6.5m | 74,800 | – | 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.