Filed: 5/15/2026ACC: 0001635999-26-000002
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $762.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$762.45M
Total AUM (reported)
19.72M
Total Shares
Allocation by class
COM$336.22M44.1%
CL A$89.45M11.7%
SPONSORED ADS$73.25M9.6%
COM CL A$63.74M8.4%
COM NEW$39.08M5.1%
ADR$33.47M4.4%
SHS NEW$32.53M4.3%
Portfolio Concentration
Top 3$169.76M22.3%
4–10$240.92M31.6%
11–25$301.02M39.5%
Rest$50.75M6.7%
Top 3 weight
22.3%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 19.42M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
19.42M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other30
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings30
Rows:
AMAZON COM INC
OTRShares377.27K
TypeSH
Market value$78.58M
10.31%
Sole
0.00
Shared
377.27K
None
0.00
MARVELL TECHNOLOGY INC
OTRShares514.60K
TypeSH
Market value$50.97M
6.69%
Sole
0.00
Shared
514.60K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares320.50K
TypeSH
Market value$40.21M
5.27%
Sole
0.00
Shared
320.50K
None
0.00
CELESTICA INC
OTRShares135.40K
TypeSH
Market value$38.14M
5.00%
Sole
0.00
Shared
135.40K
None
0.00
BLACK HILLS CORP
OTRShares537.50K
TypeSH
Market value$37.31M
4.89%
Sole
0.00
Shared
237.50K
None
0.00
CIRCLE INTERNET GROUP INC
OTRShares364.70K
TypeSH
Market value$34.80M
4.56%
Sole
0.00
Shared
364.70K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$33.47M
4.39%
Sole
0.00
Shared
1.29M
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares897.50K
TypeSH
Market value$33.04M
4.33%
Sole
0.00
Shared
897.50K
None
0.00
TOWER SEMICONDUCTOR LTD
OTRShares185.40K
TypeSH
Market value$32.53M
4.27%
Sole
0.00
Shared
185.40K
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$31.64M
4.15%
Sole
0.00
Shared
18.30K
None
0.00
FUTU HLDGS LTD
OTRShares228.70K
TypeSH
Market value$31.28M
4.10%
Sole
0.00
Shared
228.70K
None
0.00
ROCKET COS INC
OTRShares2.03M
TypeSH
Market value$28.95M
3.80%
Sole
0.00
Shared
2.03M
None
0.00
REDDIT INC
OTRShares198.38K
TypeSH
Market value$26.71M
3.50%
Sole
0.00
Shared
198.38K
None
0.00
TASKUS INC
OTRShares3.73M
TypeSH
Market value$25.06M
3.29%
Sole
0.00
Shared
3.73M
None
0.00
ORGANON & CO
OTRShares4M
TypeSH
Market value$23.96M
3.14%
Sole
0.00
Shared
4M
None
0.00
XP INC
OTRShares1.13M
TypeSH
Market value$21.56M
2.83%
Sole
0.00
Shared
1.13M
None
0.00
BRUKER CORP
OTRShares550K
TypeSH
Market value$19.87M
2.61%
Sole
0.00
Shared
550K
None
0.00
META PLATFORMS INC
OTRShares34K
TypeSH
Market value$19.45M
2.55%
Sole
0.00
Shared
34K
None
0.00
SEMTECH CORP
OTRShares217.20K
TypeSH
Market value$16.70M
2.19%
Sole
0.00
Shared
217.20K
None
0.00
AEVA TECHNOLOGIES INC
OTRShares1.20M
TypeSH
Market value$15.79M
2.07%
Sole
0.00
Shared
1.20M
None
0.00
SHAKE SHACK INC
OTRShares178.10K
TypeSH
Market value$15.76M
2.07%
Sole
0.00
Shared
178.10K
None
0.00
SEA LTD
OTRShares174K
TypeSH
Market value$14.41M
1.89%
Sole
0.00
Shared
174K
None
0.00
ELECTRONIC ARTS INC
OTRShares70K
TypeSH
Market value$14.27M
1.87%
Sole
0.00
Shared
70K
None
0.00
SCHWAB CHARLES CORP
OTRShares146K
TypeSH
Market value$13.72M
1.80%
Sole
0.00
Shared
146K
None
0.00
GOLDMAN SACHS GROUP INC
OTRShares16K
TypeSH
Market value$13.54M
1.78%
Sole
0.00
Shared
16K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 377.27K | SH | $78.58M 10.31% | 0.00 | 377.27K | 0.00 |
MARVELL TECHNOLOGY INCOTR | COM | 514.60K | SH | $50.97M 6.69% | 0.00 | 514.60K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 320.50K | SH | $40.21M 5.27% | 0.00 | 320.50K | 0.00 |
CELESTICA INCOTR | COM | 135.40K | SH | $38.14M 5.00% | 0.00 | 135.40K | 0.00 |
BLACK HILLS CORPOTR | COM | 537.50K | SH | $37.31M 4.89% | 0.00 | 237.50K | 0.00 |
CIRCLE INTERNET GROUP INCOTR | COM CL A | 364.70K | SH | $34.80M 4.56% | 0.00 | 364.70K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $33.47M 4.39% | 0.00 | 1.29M | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 897.50K | SH | $33.04M 4.33% | 0.00 | 897.50K | 0.00 |
TOWER SEMICONDUCTOR LTDOTR | SHS NEW | 185.40K | SH | $32.53M 4.27% | 0.00 | 185.40K | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $31.64M 4.15% | 0.00 | 18.30K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 228.70K | SH | $31.28M 4.10% | 0.00 | 228.70K | 0.00 |
ROCKET COS INCOTR | COM CL A | 2.03M | SH | $28.95M 3.80% | 0.00 | 2.03M | 0.00 |
REDDIT INCOTR | CL A | 198.38K | SH | $26.71M 3.50% | 0.00 | 198.38K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.73M | SH | $25.06M 3.29% | 0.00 | 3.73M | 0.00 |
ORGANON & COOTR | COMMON STOCK | 4M | SH | $23.96M 3.14% | 0.00 | 4M | 0.00 |
XP INCOTR | CL A | 1.13M | SH | $21.56M 2.83% | 0.00 | 1.13M | 0.00 |
BRUKER CORPOTR | COM | 550K | SH | $19.87M 2.61% | 0.00 | 550K | 0.00 |
META PLATFORMS INCOTR | CL A | 34K | SH | $19.45M 2.55% | 0.00 | 34K | 0.00 |
SEMTECH CORPOTR | COM | 217.20K | SH | $16.70M 2.19% | 0.00 | 217.20K | 0.00 |
AEVA TECHNOLOGIES INCOTR | COM NEW | 1.20M | SH | $15.79M 2.07% | 0.00 | 1.20M | 0.00 |
SHAKE SHACK INCOTR | CL A | 178.10K | SH | $15.76M 2.07% | 0.00 | 178.10K | 0.00 |
SEA LTDOTR | SPONSORD ADS | 174K | SH | $14.41M 1.89% | 0.00 | 174K | 0.00 |
ELECTRONIC ARTS INCOTR | COM | 70K | SH | $14.27M 1.87% | 0.00 | 70K | 0.00 |
SCHWAB CHARLES CORPOTR | COM | 146K | SH | $13.72M 1.80% | 0.00 | 146K | 0.00 |
GOLDMAN SACHS GROUP INCOTR | COM | 16K | SH | $13.54M 1.78% | 0.00 | 16K | 0.00 |
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