Think Investments LP 13F Holdings · Q2 2026
Think Investments LP reported 21 securities worth $846.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MRVL (13.75%), AMZN (9.16%), LRCX (7.31%). Among its top 25 positions this quarter: 8 new, 5 added, 4 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRVL | MARVELL TECHNOLOGY INC | $116.5M | 13.75% | 390,954 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $77.5M | 9.16% | 325,275 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORP | $61.9M | 7.31% | 142,800 | New |
| 4 | TSEM | TOWER SEMICONDUCTOR LTD | $49.8M | 5.88% | 190,900 | Added |
| 5 | AEVA | AEVA TECHNOLOGIES INC | $47.4M | 5.59% | 1.6M | Added |
| 6 | WOLF | WOLFSPEED INC | $43.5M | 5.14% | 902,100 | New |
| 7 | VSH | VISHAY INTERTECHNOLOGY INC | $42.7M | 5.05% | 794,600 | New |
| 8 | RKT | ROCKET COS INC | $41.0M | 4.84% | 2.6M | Added |
| 9 | BRKR | BRUKER CORP | $38.8M | 4.59% | 645,400 | Added |
| 10 | BIDU | BAIDU INC | $38.5M | 4.55% | 337,053 | New |
| 11 | IBN | ICICI BANK LIMITED | $37.5M | 4.43% | 1.3M | Hold |
| 12 | GOOG | ALPHABET INC | $35.3M | 4.17% | 100,000 | New |
| 13 | MELI | MERCADOLIBRE INC | $31.1M | 3.67% | 18,300 | Hold |
| 14 | BABA | ALIBABA GROUP HLDG LTD | $30.8M | 3.63% | 320,500 | Hold |
| 15 | LMRI | LUMEXA IMAGING HOLDINGS INC | $28.9M | 3.41% | 2.6M | New |
| 16 | CRCL | CIRCLE INTERNET GROUP INC | $27.6M | 3.25% | 440,000 | Added |
| 17 | FUTU | FUTU HLDGS LTD | $21.4M | 2.53% | 228,700 | Hold |
| 18 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $17.1M | 2.01% | 536,289 | Trimmed |
| 19 | FIGR | FIGURE TECHNOLOGY SOLUTIO | $16.9M | 2.00% | 550,400 | New |
| 20 | TASK | TASKUS INC | $16.4M | 1.94% | 3.5M | Trimmed |
| 21 | TTMI | TTM TECHNOLOGIES INC | $16.2M | 1.91% | 86,500 | New |
| 22 | SHAK | SHAKE SHACK INC | $10.0M | 1.18% | 178,100 | Hold |
| 23 | BKH | BLACK HILLS CORP | $0 | 0.00% | 0 | Exited |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | Exited |
| 25 | C | CITIGROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR