Think Investments LP Portfolio Holdings
Q3 2025•20 long positions•$756.6M portfolio value
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Holding27 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $76.4M 10.09% | +$14.7M Bought | 0.177% 332.0K shares | 268.0K → 332.0K +$14.7M | +23.88% | $43.0B Large Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $71.4M 9.44% | — | 0.003% 325.3K shares | — | — | $2.34T Mega Cap | Q3 2015 Held for 10y 2m | |
Information Technology Services Technology | $66.7M 8.81% | — | 4.16% 3.7M shares | — | — | $1.6B Small Cap | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $58.6M 7.75% | +$58.6M New | 0.945% 820.4K shares | 0 → 820.4K +$58.6M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $45.7M 6.04% | +$45.7M New | 0.768% 793.1K shares | 0 → 793.1K +$45.7M | New | $6.0B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $44.5M 5.89% | +$13.6M Bought | 0.593% 988.2K shares | 687.1K → 988.2K +$13.6M | +43.82% | $7.5B Mid Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $43.4M 5.73% | — | — 242.5K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $42.8M 5.65% | — | 0.036% 18.3K shares | — | — | $118.48B Large Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $39.8M 5.27% | +$39.8M New | 0.055% 474.0K shares | 0 → 474.0K +$39.8M | New | $72.5B Large Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $39.1M 5.16% | — | — 1.3M shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $38.7M 5.12% | -$4.7M Sold | — 222.8K shares | 249.8K → 222.8K −$4.7M | -10.81% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $33.7M 4.46% | — | — 897.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $31.1M 4.11% | — | — 174.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $27.4M 3.63% | -$5.7M Sold | — 289.3K shares | 349.4K → 289.3K −$5.7M | -17.2% | — — | Q1 2024 Held for 1y 8m | |
Hardware, Equipment & Parts Technology | $24.3M 3.22% | -$12.2M Sold | 0.086% 98.8K shares | 148.2K → 98.8K −$12.2M | -33.33% | $28.3B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $21.2M 2.8% | +$21.2M New | 0.473% 2.6M shares | 0 → 2.6M +$21.2M | New | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $15.6M 2.06% | +$15.6M New | 0.001% 47.3K shares | 0 → 47.3K +$15.6M | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $15.5M 2.05% | — | 0.119% 2.0M shares | — | — | $13.0B Large Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $10.5M 1.39% | — | 0.0% 43.2K shares | — | — | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $10.1M 1.33% | +$10.1M New | — 349.9K shares | 0 → 349.9K +$10.1M | New | — — | Q3 2025 Held for 2 months | |
Gambling, Resorts & Casinos Consumer Cyclical | - — | -$19.0M Sold | — - shares | 442.4K → 0 −$19.0M | Sold | $21.2B Large Cap | Q4 2024 Held for 11 months | |
Solar Energy | - — | -$9.6M Sold | — - shares | 58.0K → 0 −$9.6M | Sold | $16.2B Large Cap | Q2 2025 Held for 5 months | |
Luxury Goods Consumer Cyclical | - — | -$4.3M Sold | — - shares | 897.5K → 0 −$4.3M | Sold | $549.6M Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | - — | -$17.9M Sold | — - shares | 904.6K → 0 −$17.9M | Sold | $1.1B Small Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | - — | -$26.8M Sold | — - shares | 256.2K → 0 −$26.8M | Sold | — — | Q1 2025 Held for 8 months | |
Rental & Leasing Services Industrials | - — | -$4.2M Sold | — - shares | 24.9K → 0 −$4.2M | Sold | $6.0B Mid Cap | Q1 2022 Held for 3y 8m | |
Gambling, Resorts & Casinos Consumer Cyclical | - — | -$8.5M Sold | — - shares | 300.0K → 0 −$8.5M | Sold | $6.2B Mid Cap | Q2 2024 Held for 1y 5m |
