Think Investments LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Think Investments LP disclosed 30 US equity positions worth $741.6m in its Q1 2026 13F filing. The largest position was AMZN at 10.6% of the reported book, followed by MRVL and BABA.
What did Think Investments LP own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 10.6% | $78.6m | 377,275 | – | |
| 2 | MRVL MARVELL TECHNOLOGY INC | Technology | 6.9% | $51.0m | 514,600 | – | |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.4% | $40.2m | 320,500 | – | |
| 4 | CLS CELESTICA INC | Technology | 5.1% | $38.1m | 135,400 | – | |
| 5 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 4.7% | $34.8m | 364,700 | – | |
| 6 | IBN ICICI BANK LIMITED | Financial Services | 4.5% | $33.5m | 1,292,200 | – | |
| 7 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 4.5% | $33.0m | 897,500 | – | |
| 8 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 4.4% | $32.5m | 185,400 | – | |
| 9 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.3% | $31.6m | 18,300 | – | |
| 10 | FUTU FUTU HLDGS LTD | Financial Services | 4.2% | $31.3m | 228,700 | – | |
| 11 | RKT ROCKET COS INC | Financial Services | 3.9% | $28.9m | 2,031,500 | – | |
| 12 | RDDT REDDIT INC | Communication Services | 3.6% | $26.7m | 198,382 | – | |
| 13 | TASK TASKUS INC | Technology | 3.4% | $25.1m | 3,734,665 | – | |
| 14 | OGN ORGANON & CO | Healthcare | 3.2% | $24.0m | 4,000,000 | – | |
| 15 | XP XP INC | Financial Services | 2.9% | $21.6m | 1,132,200 | – | |
| 16 | BRKR BRUKER CORP | Healthcare | 2.7% | $19.9m | 550,000 | – | |
| 17 | META META PLATFORMS INC | Communication Services | 2.6% | $19.5m | 34,000 | – | |
| 18 | SMTC SEMTECH CORP | Technology | 2.3% | $16.7m | 217,200 | – | |
| 19 | BKH BLACK HILLS CORP | Utilities | 2.2% | $16.5m | 237,500 | – | |
| 20 | AEVA AEVA TECHNOLOGIES INC | Technology | 2.1% | $15.8m | 1,200,000 | – | |
| 21 | SHAK SHAKE SHACK INC | Consumer Cyclical | 2.1% | $15.8m | 178,100 | – | |
| 22 | SE SEA LTD | Consumer Cyclical | 1.9% | $14.4m | 174,000 | – | |
| 23 | EA ELECTRONIC ARTS INC | Communication Services | 1.9% | $14.3m | 70,000 | – | |
| 24 | SCHW SCHWAB CHARLES CORP | Financial Services | 1.9% | $13.7m | 146,000 | – | |
| 25 | GS GOLDMAN SACHS GROUP INC | Financial Services | 1.8% | $13.5m | 16,000 | – | |
| 26 | MSFT MICROSOFT CORP | Technology | 1.7% | $13.0m | 35,000 | – | |
| 27 | C CITIGROUP INC | Financial Services | 1.6% | $12.1m | 107,000 | – | |
| 28 | MS MORGAN STANLEY | Financial Services | 1.5% | $11.2m | 67,800 | – | |
| 29 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 1.2% | $8.5m | 136,000 | – | |
| 30 | COMP COMPASS INC | Real Estate | 0.8% | $6.0m | 816,600 | – |
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.