Think Investments LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Think Investments LP disclosed 21 US equity positions worth $811.4m in its Q2 2026 13F filing. The largest position was MRVL at 14.4% of the reported book, followed by AMZN and LRCX. Against the Q1 2026 filing, it opened 7 new positions, added to 5 and reduced 4 among the top 21 holdings.
What did Think Investments LP own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MRVL MARVELL TECHNOLOGY INC | Technology | 14.4% | $116.5m | 390,954 | -24% | reduced |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 9.6% | $77.5m | 325,275 | -14% | reduced |
| 3 | LRCX LAM RESEARCH CORP | Technology | 7.6% | $61.9m | 142,800 | – | new |
| 4 | TSEM TOWER SEMICONDUCTOR LTD | Technology | 6.1% | $49.8m | 190,900 | 3% | added |
| 5 | AEVA AEVA TECHNOLOGIES INC | Technology | 5.8% | $47.4m | 1,649,438 | 37% | added |
| 6 | WOLF WOLFSPEED INC | Technology | 5.4% | $43.5m | 902,100 | – | new |
| 7 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 5.3% | $42.7m | 794,600 | – | new |
| 8 | RKT ROCKET COS INC | Financial Services | 5.1% | $41.0m | 2,602,700 | 28% | added |
| 9 | BRKR BRUKER CORP | Healthcare | 4.8% | $38.8m | 645,400 | 17% | added |
| 10 | BIDU BAIDU INC | Communication Services | 4.7% | $38.5m | 337,053 | – | new |
| 11 | IBN ICICI BANK LIMITED | Financial Services | 4.6% | $37.5m | 1,292,200 | 0% | held |
| 12 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.8% | $31.1m | 18,300 | 0% | held |
| 13 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.8% | $30.8m | 320,500 | 0% | held |
| 14 | LMRI LUMEXA IMAGING HOLDINGS INC | 3.6% | $28.9m | 2,559,501 | – | new | |
| 15 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 3.4% | $27.6m | 440,000 | 21% | added |
| 16 | FUTU FUTU HLDGS LTD | Financial Services | 2.6% | $21.4m | 228,700 | 0% | held |
| 17 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 2.1% | $17.1m | 536,289 | -40% | reduced |
| 18 | FIGR FIGURE TECHNOLOGY SOLUTIO | Financial Services | 2.1% | $16.9m | 550,400 | – | new |
| 19 | TASK TASKUS INC | Technology | 2.0% | $16.4m | 3,512,150 | -6% | reduced |
| 20 | TTMI TTM TECHNOLOGIES INC | Technology | 2.0% | $16.2m | 86,500 | – | new |
| 21 | SHAK SHAKE SHACK INC | Consumer Cyclical | 1.2% | $10.0m | 178,100 | 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.