Filed: 2/17/2026ACC: 0001635999-26-000001
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $897.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$897.33M
Total AUM (reported)
21.30M
Total Shares
Allocation by class
COM$454.87M50.7%
SPONSORED ADS$82.34M9.2%
CLASS A COM$81.12M9.0%
CL A$67.99M7.6%
COM CL A$62.52M7.0%
ADR$38.51M4.3%
ORD SHS CL A$28.46M3.2%
Portfolio Concentration
Top 3$256.98M28.6%
4–10$308.87M34.4%
11–25$331.49M36.9%
Top 3 weight
28.6%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 18.10M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
18.10M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings23
Rows:
BLACK HILLS CORP
OTRShares1.34M
TypeSH
Market value$92.86M
10.35%
Sole
0.00
Shared
537.64K
None
0.00
MARVELL TECHNOLOGY INC
OTRShares1.05M
TypeSH
Market value$89.04M
9.92%
Sole
0.00
Shared
747.81K
None
0.00
AMAZON COM INC
OTRShares325.27K
TypeSH
Market value$75.08M
8.37%
Sole
0.00
Shared
325.27K
None
0.00
SEMTECH CORP
OTRShares666.40K
TypeSH
Market value$49.11M
5.47%
Sole
0.00
Shared
666.40K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares320.50K
TypeSH
Market value$46.98M
5.24%
Sole
0.00
Shared
320.50K
None
0.00
CORE SCIENTIFIC INC NEW
OTRShares3.20M
TypeSH
Market value$46.59M
5.19%
Sole
0.00
Shared
2.80M
None
0.00
REDDIT INC
OTRShares198.38K
TypeSH
Market value$45.60M
5.08%
Sole
0.00
Shared
198.38K
None
0.00
TASKUS INC
OTRShares3.73M
TypeSH
Market value$44.03M
4.91%
Sole
0.00
Shared
3.73M
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$38.51M
4.29%
Sole
0.00
Shared
1.29M
None
0.00
TTM TECHNOLOGIES INC
OTRShares551.50K
TypeSH
Market value$38.05M
4.24%
Sole
0.00
Shared
551.50K
None
0.00
GITLAB INC
OTRShares988.20K
TypeSH
Market value$37.09M
4.13%
Sole
0.00
Shared
988.20K
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$36.86M
4.11%
Sole
0.00
Shared
18.30K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares897.50K
TypeSH
Market value$35.36M
3.94%
Sole
0.00
Shared
897.50K
None
0.00
CIRCLE INTERNET GROUP INC
OTRShares364.70K
TypeSH
Market value$28.92M
3.22%
Sole
0.00
Shared
364.70K
None
0.00
NU HLDGS LTD
OTRShares1.70M
TypeSH
Market value$28.46M
3.17%
Sole
0.00
Shared
0.00
None
0.00
CELESTICA INC
OTRShares92.30K
TypeSH
Market value$27.28M
3.04%
Sole
0.00
Shared
92.30K
None
0.00
ROCKET COS INC
OTRShares1.40M
TypeSH
Market value$27.10M
3.02%
Sole
0.00
Shared
1.40M
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares289.30K
TypeSH
Market value$26.82M
2.99%
Sole
0.00
Shared
289.30K
None
0.00
FUTU HLDGS LTD
OTRShares156.90K
TypeSH
Market value$25.76M
2.87%
Sole
0.00
Shared
156.90K
None
0.00
COMPASS INC
OTRShares2.12M
TypeSH
Market value$22.39M
2.49%
Sole
0.00
Shared
2.12M
None
0.00
SEA LTD
OTRShares174K
TypeSH
Market value$22.20M
2.47%
Sole
0.00
Shared
174K
None
0.00
QFIN HOLDINGS INC
OTRShares349.90K
TypeSH
Market value$6.74M
0.75%
Sole
0.00
Shared
349.90K
None
0.00
BLOOM ENERGY CORP
OTRShares74.80K
TypeSH
Market value$6.50M
0.72%
Sole
0.00
Shared
74.80K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACK HILLS CORPOTR | COM | 1.34M | SH | $92.86M 10.35% | 0.00 | 537.64K | 0.00 |
MARVELL TECHNOLOGY INCOTR | COM | 1.05M | SH | $89.04M 9.92% | 0.00 | 747.81K | 0.00 |
AMAZON COM INCOTR | COM | 325.27K | SH | $75.08M 8.37% | 0.00 | 325.27K | 0.00 |
SEMTECH CORPOTR | COM | 666.40K | SH | $49.11M 5.47% | 0.00 | 666.40K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 320.50K | SH | $46.98M 5.24% | 0.00 | 320.50K | 0.00 |
CORE SCIENTIFIC INC NEWOTR | COM | 3.20M | SH | $46.59M 5.19% | 0.00 | 2.80M | 0.00 |
REDDIT INCOTR | CL A | 198.38K | SH | $45.60M 5.08% | 0.00 | 198.38K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.73M | SH | $44.03M 4.91% | 0.00 | 3.73M | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $38.51M 4.29% | 0.00 | 1.29M | 0.00 |
TTM TECHNOLOGIES INCOTR | COM | 551.50K | SH | $38.05M 4.24% | 0.00 | 551.50K | 0.00 |
GITLAB INCOTR | CLASS A COM | 988.20K | SH | $37.09M 4.13% | 0.00 | 988.20K | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $36.86M 4.11% | 0.00 | 18.30K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 897.50K | SH | $35.36M 3.94% | 0.00 | 897.50K | 0.00 |
CIRCLE INTERNET GROUP INCOTR | COM CL A | 364.70K | SH | $28.92M 3.22% | 0.00 | 364.70K | 0.00 |
NU HLDGS LTDOTR | ORD SHS CL A | 1.70M | SH | $28.46M 3.17% | 0.00 | 0.00 | 0.00 |
CELESTICA INCOTR | COM | 92.30K | SH | $27.28M 3.04% | 0.00 | 92.30K | 0.00 |
ROCKET COS INCOTR | COM CL A | 1.40M | SH | $27.10M 3.02% | 0.00 | 1.40M | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 289.30K | SH | $26.82M 2.99% | 0.00 | 289.30K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 156.90K | SH | $25.76M 2.87% | 0.00 | 156.90K | 0.00 |
COMPASS INCOTR | CL A | 2.12M | SH | $22.39M 2.49% | 0.00 | 2.12M | 0.00 |
SEA LTDOTR | SPONSORD ADS | 174K | SH | $22.20M 2.47% | 0.00 | 174K | 0.00 |
QFIN HOLDINGS INCOTR | AMERICAN DEP | 349.90K | SH | $6.74M 0.75% | 0.00 | 349.90K | 0.00 |
BLOOM ENERGY CORPOTR | COM CL A | 74.80K | SH | $6.50M 0.72% | 0.00 | 74.80K | 0.00 |