Filed: 11/14/2025ACC: 0001635999-25-000009
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $756.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$756.59M
Total AUM (reported)
15.80M
Total Shares
Allocation by class
COM$298.28M39.4%
CL A$113.08M14.9%
CLASS A COM$111.21M14.7%
SPONSORED ADS$77.09M10.2%
ADR$39.06M5.2%
SPON ADS CL A$38.75M5.1%
SPONSORD ADS$31.10M4.1%
Portfolio Concentration
Top 3$214.44M28.3%
4–10$313.88M41.5%
11–25$228.27M30.2%
Top 3 weight
28.3%
Top 10 weight
69.8%
Voting Authority Distribution
Total shares with voting rights: 15.80M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
15.80M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other20
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings20
Rows:
REDDIT INC
OTRShares332K
TypeSH
Market value$76.36M
10.09%
Sole
0.00
Shared
332K
None
0.00
AMAZON COM INC
OTRShares325.27K
TypeSH
Market value$71.42M
9.44%
Sole
0.00
Shared
325.27K
None
0.00
TASKUS INC
OTRShares3.73M
TypeSH
Market value$66.66M
8.81%
Sole
0.00
Shared
3.73M
None
0.00
SEMTECH CORP
OTRShares820.40K
TypeSH
Market value$58.62M
7.75%
Sole
0.00
Shared
820.40K
None
0.00
TTM TECHNOLOGIES INC
OTRShares793.10K
TypeSH
Market value$45.68M
6.04%
Sole
0.00
Shared
793.10K
None
0.00
GITLAB INC
OTRShares988.20K
TypeSH
Market value$44.55M
5.89%
Sole
0.00
Shared
988.20K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares242.55K
TypeSH
Market value$43.35M
5.73%
Sole
0.00
Shared
242.55K
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$42.77M
5.65%
Sole
0.00
Shared
18.30K
None
0.00
MARVELL TECHNOLOGY INC
OTRShares474K
TypeSH
Market value$39.85M
5.27%
Sole
0.00
Shared
474K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$39.06M
5.16%
Sole
0.00
Shared
1.29M
None
0.00
FUTU HLDGS LTD
OTRShares222.80K
TypeSH
Market value$38.75M
5.12%
Sole
0.00
Shared
222.80K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares897.50K
TypeSH
Market value$33.74M
4.46%
Sole
0.00
Shared
897.50K
None
0.00
SEA LTD
OTRShares174K
TypeSH
Market value$31.10M
4.11%
Sole
0.00
Shared
174K
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares289.30K
TypeSH
Market value$27.43M
3.63%
Sole
0.00
Shared
289.30K
None
0.00
CELESTICA INC
OTRShares98.80K
TypeSH
Market value$24.34M
3.22%
Sole
0.00
Shared
98.80K
None
0.00
COMPASS INC
OTRShares2.64M
TypeSH
Market value$21.18M
2.80%
Sole
0.00
Shared
2.64M
None
0.00
BROADCOM INC
OTRShares47.30K
TypeSH
Market value$15.60M
2.06%
Sole
0.00
Shared
47.30K
None
0.00
SNAP INC
OTRShares2.02M
TypeSH
Market value$15.54M
2.05%
Sole
0.00
Shared
2.02M
None
0.00
ALPHABET INC
OTRShares43.16K
TypeSH
Market value$10.51M
1.39%
Sole
0.00
Shared
43.16K
None
0.00
QFIN HOLDINGS INC
OTRShares349.90K
TypeSH
Market value$10.07M
1.33%
Sole
0.00
Shared
349.90K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REDDIT INCOTR | CL A | 332K | SH | $76.36M 10.09% | 0.00 | 332K | 0.00 |
AMAZON COM INCOTR | COM | 325.27K | SH | $71.42M 9.44% | 0.00 | 325.27K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.73M | SH | $66.66M 8.81% | 0.00 | 3.73M | 0.00 |
SEMTECH CORPOTR | COM | 820.40K | SH | $58.62M 7.75% | 0.00 | 820.40K | 0.00 |
TTM TECHNOLOGIES INCOTR | COM | 793.10K | SH | $45.68M 6.04% | 0.00 | 793.10K | 0.00 |
GITLAB INCOTR | CLASS A COM | 988.20K | SH | $44.55M 5.89% | 0.00 | 988.20K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 242.55K | SH | $43.35M 5.73% | 0.00 | 242.55K | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $42.77M 5.65% | 0.00 | 18.30K | 0.00 |
MARVELL TECHNOLOGY INCOTR | COM | 474K | SH | $39.85M 5.27% | 0.00 | 474K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $39.06M 5.16% | 0.00 | 1.29M | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 222.80K | SH | $38.75M 5.12% | 0.00 | 222.80K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 897.50K | SH | $33.74M 4.46% | 0.00 | 897.50K | 0.00 |
SEA LTDOTR | SPONSORD ADS | 174K | SH | $31.10M 4.11% | 0.00 | 174K | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 289.30K | SH | $27.43M 3.63% | 0.00 | 289.30K | 0.00 |
CELESTICA INCOTR | COM | 98.80K | SH | $24.34M 3.22% | 0.00 | 98.80K | 0.00 |
COMPASS INCOTR | CL A | 2.64M | SH | $21.18M 2.80% | 0.00 | 2.64M | 0.00 |
BROADCOM INCOTR | COM | 47.30K | SH | $15.60M 2.06% | 0.00 | 47.30K | 0.00 |
SNAP INCOTR | CL A | 2.02M | SH | $15.54M 2.05% | 0.00 | 2.02M | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 43.16K | SH | $10.51M 1.39% | 0.00 | 43.16K | 0.00 |
QFIN HOLDINGS INCOTR | AMERICAN DEP | 349.90K | SH | $10.07M 1.33% | 0.00 | 349.90K | 0.00 |