Think Investments LLC 13F Holdings · last filed Q4 2014
Think Investments LLC reported 12 securities worth $280.99M in its SEC 13F filing for Q4 2014 (period ended 2014-12-31). Top holdings: BABA (14.28%), AAPL (14.23%), AAPL (11.78%). Among its top 25 positions this quarter: 13 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $40.1M | 14.28% | 386,000 | New |
| 2 | AAPL | APPLE INC | $40.0M | 14.23% | 362,200 | New |
| 3 | AAPL | APPLE INC | $33.1M | 11.78% | 0 | New |
| 4 | DOOR | MASONITE INTL CORP NEW | $30.9M | 11.00% | 502,900 | New |
| 5 | HTZGQ | HERTZ GLOBAL HOLDINGS INC | $27.2M | 9.68% | 1.1M | New |
| 6 | TARO | TARO PHARMACEUTICAL INDS LTD | $23.2M | 8.27% | 156,800 | New |
| 7 | SIX | SIX FLAGS ENTMT CORP NEW | $21.4M | 7.60% | 494,786 | New |
| 8 | BIDU | BAIDU INC | $17.8M | 6.32% | 77,900 | New |
| 9 | ATHM | AUTOHOME INC | $12.7M | 4.53% | 350,000 | New |
| 10 | TNET | TRINET GROUP INC | $12.7M | 4.52% | 405,758 | New |
| 11 | P | PANDORA MEDIA INC | $11.4M | 4.07% | 641,955 | New |
| 12 | ONVO | ORGANOVO HLDGS INC | $10.0M | 3.56% | 1.4M | New |
| 13 | UNISQ | UNILIFE CORP NEW | $445,000 | 0.16% | 132,925 | New |
Source: SEC Form 13F filings · as of 2014-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR