Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Think Investments LP (CIK 1635999) reported $762.5M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($78.6M, 10.31%), MRVL ($51.0M, 6.69%), BABA ($40.2M, 5.27%), CLS ($38.1M, 5.00%), BKH ($37.3M, 4.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $78.6M | 10.31% | 377,275 | Added |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $51.0M | 6.69% | 514,600 | Trimmed |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $40.2M | 5.27% | 320,500 | Hold |
| 4 | CLS | CELESTICA INC | $38.1M | 5.00% | 135,400 | Added |
| 5 | BKH | BLACK HILLS CORP | $37.3M | 4.89% | 537,500 | Trimmed |
| 6 | CRCL | CIRCLE INTERNET GROUP INC | $34.8M | 4.56% | 364,700 | Hold |
| 7 | IBN | ICICI BANK LIMITED | $33.5M | 4.39% | 1.3M | Hold |
| 8 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33.0M | 4.33% | 897,500 | Hold |
| 9 | TSEM | TOWER SEMICONDUCTOR LTD | $32.5M | 4.27% | 185,400 | New |
| 10 | MELI | MERCADOLIBRE INC | $31.6M | 4.15% | 18,300 | Hold |
| 11 | FUTU | FUTU HLDGS LTD | $31.3M | 4.10% | 228,700 | Added |
| 12 | RKT | ROCKET COS INC | $28.9M | 3.80% | 2.0M | Added |
| 13 | RDDT | REDDIT INC | $26.7M | 3.50% | 198,382 | Hold |
| 14 | TASK | TASKUS INC | $25.1M | 3.29% | 3.7M | Hold |
| 15 | OGN | ORGANON & CO | $24.0M | 3.14% | 4.0M | New |
| 16 | XP | XP INC | $21.6M | 2.83% | 1.1M | New |
| 17 | BRKR | BRUKER CORP | $19.9M | 2.61% | 550,000 | New |
| 18 | META | META PLATFORMS INC | $19.5M | 2.55% | 34,000 | New |
| 19 | SMTC | SEMTECH CORP | $16.7M | 2.19% | 217,200 | Trimmed |
| 20 | AEVA | AEVA TECHNOLOGIES INC | $15.8M | 2.07% | 1.2M | New |
| 21 | SHAK | SHAKE SHACK INC | $15.8M | 2.07% | 178,100 | New |
| 22 | SE | SEA LTD | $14.4M | 1.89% | 174,000 | Hold |
| 23 | EA | ELECTRONIC ARTS INC | $14.3M | 1.87% | 70,000 | New |
| 24 | SCHW | SCHWAB CHARLES CORP | $13.7M | 1.80% | 146,000 | New |
| 25 | GS | GOLDMAN SACHS GROUP INC | $13.5M | 1.78% | 16,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31