Think Investments LP
Hedge Fund • Long/Short
Think Investments LP is a Long/Short Hedge Fund based in San Francisco, CA led by Shashin Pradip Shah, reporting $4.1B in AUM as of Q3 2025 with 42% Technology concentration, 70% concentrated in top 10 holdings, and 42% technology allocation.
Managing PartnerShashin Pradip Shah
- Portfolio Value
- $756.6M
- Positions
- 20
- Top Holding
- RDDT at 10.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Think Investments LP's portfolio (69.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $76.4M | 10.09% | +$14.7M Bought | 0.18% 332.0K shares | |
Specialty Retail Consumer Cyclical | $71.4M | 9.44% | — | 0.00% 325.3K shares | |
Information Technology Services Technology | $66.7M | 8.81% | — | 4.16% 3.7M shares | |
Semiconductors Technology | $58.6M | 7.75% | +$58.6M New | 0.95% 820.4K shares | |
Hardware, Equipment & Parts Technology | $45.7M | 6.04% | +$45.7M New | 0.77% 793.1K shares | |
Software - Application Technology | $44.5M | 5.89% | +$13.6M Bought | 0.59% 988.2K shares | |
Unknown Unknown | $43.4M | 5.73% | — | — 242.5K shares | |
Specialty Retail Consumer Cyclical | $42.8M | 5.65% | — | 0.04% 18.3K shares | |
Semiconductors Technology | $39.8M | 5.27% | +$39.8M New | 0.05% 474.0K shares | |
Unknown Unknown | $39.1M | 5.16% | — | — 1.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Think Investments LP's latest filing
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Analytics
Portfolio insights and performance metrics for Think Investments LP
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