Filed: 8/14/2026ACC: 0001635999-26-000004
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $846.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$846.69M
Total AUM (reported)
17.80M
Total Shares
Allocation by class
COM$351.67M41.5%
COM NEW$109.25M12.9%
COM CL A$85.45M10.1%
SHS NEW$49.76M5.9%
SPONSORED ADS$47.82M5.6%
COMMON STOCK$43.53M5.1%
SPON ADR REP A$38.52M4.5%
Portfolio Concentration
Top 3$255.87M30.2%
4–10$301.74M35.6%
11–25$289.08M34.1%
Top 3 weight
30.2%
Top 10 weight
65.9%
Voting Authority Distribution
Total shares with voting rights: 17.70M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
17.70M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other22
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings22
Rows:
MARVELL TECHNOLOGY INC
OTRShares390.95K
TypeSH
Market value$116.46M
13.75%
Sole
0.00
Shared
390.95K
None
0.00
AMAZON COM INC
OTRShares325.27K
TypeSH
Market value$77.53M
9.16%
Sole
0.00
Shared
325.27K
None
0.00
LAM RESEARCH CORP
OTRShares142.80K
TypeSH
Market value$61.88M
7.31%
Sole
0.00
Shared
142.80K
None
0.00
TOWER SEMICONDUCTOR LTD
OTRShares190.90K
TypeSH
Market value$49.76M
5.88%
Sole
0.00
Shared
190.90K
None
0.00
AEVA TECHNOLOGIES INC
OTRShares1.65M
TypeSH
Market value$47.37M
5.59%
Sole
0.00
Shared
1.65M
None
0.00
WOLFSPEED INC
OTRShares902.10K
TypeSH
Market value$43.53M
5.14%
Sole
0.00
Shared
902.10K
None
0.00
VISHAY INTERTECHNOLOGY INC
OTRShares794.60K
TypeSH
Market value$42.73M
5.05%
Sole
0.00
Shared
794.60K
None
0.00
ROCKET COS INC
OTRShares2.60M
TypeSH
Market value$40.99M
4.84%
Sole
0.00
Shared
2.60M
None
0.00
BRUKER CORP
OTRShares645.40K
TypeSH
Market value$38.84M
4.59%
Sole
0.00
Shared
645.40K
None
0.00
BAIDU INC
OTRShares337.05K
TypeSH
Market value$38.52M
4.55%
Sole
0.00
Shared
337.05K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$37.51M
4.43%
Sole
0.00
Shared
1.29M
None
0.00
ALPHABET INC
OTRShares100K
TypeSH
Market value$35.33M
4.17%
Sole
0.00
Shared
0.00
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$31.06M
3.67%
Sole
0.00
Shared
18.30K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares320.50K
TypeSH
Market value$30.76M
3.63%
Sole
0.00
Shared
320.50K
None
0.00
LUMEXA IMAGING HOLDINGS INC
OTRShares2.56M
TypeSH
Market value$28.87M
3.41%
Sole
0.00
Shared
2.56M
None
0.00
CIRCLE INTERNET GROUP INC
OTRShares440K
TypeSH
Market value$27.56M
3.25%
Sole
0.00
Shared
440K
None
0.00
FUTU HLDGS LTD
OTRShares228.70K
TypeSH
Market value$21.44M
2.53%
Sole
0.00
Shared
228.70K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares536.29K
TypeSH
Market value$17.05M
2.01%
Sole
0.00
Shared
536.29K
None
0.00
FIGURE TECHNOLOGY SOLUTIO
OTRShares550.40K
TypeSH
Market value$16.90M
2.00%
Sole
0.00
Shared
550.40K
None
0.00
TASKUS INC
OTRShares3.51M
TypeSH
Market value$16.44M
1.94%
Sole
0.00
Shared
3.51M
None
0.00
TTM TECHNOLOGIES INC
OTRShares86.50K
TypeSH
Market value$16.18M
1.91%
Sole
0.00
Shared
86.50K
None
0.00
SHAKE SHACK INC
OTRShares178.10K
TypeSH
Market value$9.98M
1.18%
Sole
0.00
Shared
178.10K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARVELL TECHNOLOGY INCOTR | COM | 390.95K | SH | $116.46M 13.75% | 0.00 | 390.95K | 0.00 |
AMAZON COM INCOTR | COM | 325.27K | SH | $77.53M 9.16% | 0.00 | 325.27K | 0.00 |
LAM RESEARCH CORPOTR | COM NEW | 142.80K | SH | $61.88M 7.31% | 0.00 | 142.80K | 0.00 |
TOWER SEMICONDUCTOR LTDOTR | SHS NEW | 190.90K | SH | $49.76M 5.88% | 0.00 | 190.90K | 0.00 |
AEVA TECHNOLOGIES INCOTR | COM NEW | 1.65M | SH | $47.37M 5.59% | 0.00 | 1.65M | 0.00 |
WOLFSPEED INCOTR | COMMON STOCK | 902.10K | SH | $43.53M 5.14% | 0.00 | 902.10K | 0.00 |
VISHAY INTERTECHNOLOGY INCOTR | COM | 794.60K | SH | $42.73M 5.05% | 0.00 | 794.60K | 0.00 |
ROCKET COS INCOTR | COM CL A | 2.60M | SH | $40.99M 4.84% | 0.00 | 2.60M | 0.00 |
BRUKER CORPOTR | COM | 645.40K | SH | $38.84M 4.59% | 0.00 | 645.40K | 0.00 |
BAIDU INCOTR | SPON ADR REP A | 337.05K | SH | $38.52M 4.55% | 0.00 | 337.05K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $37.51M 4.43% | 0.00 | 1.29M | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 100K | SH | $35.33M 4.17% | 0.00 | 0.00 | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $31.06M 3.67% | 0.00 | 18.30K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 320.50K | SH | $30.76M 3.63% | 0.00 | 320.50K | 0.00 |
LUMEXA IMAGING HOLDINGS INCOTR | COM | 2.56M | SH | $28.87M 3.41% | 0.00 | 2.56M | 0.00 |
CIRCLE INTERNET GROUP INCOTR | COM CL A | 440K | SH | $27.56M 3.25% | 0.00 | 440K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 228.70K | SH | $21.44M 2.53% | 0.00 | 228.70K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 536.29K | SH | $17.05M 2.01% | 0.00 | 536.29K | 0.00 |
FIGURE TECHNOLOGY SOLUTIOOTR | COM CL A | 550.40K | SH | $16.90M 2.00% | 0.00 | 550.40K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.51M | SH | $16.44M 1.94% | 0.00 | 3.51M | 0.00 |
TTM TECHNOLOGIES INCOTR | COM | 86.50K | SH | $16.18M 1.91% | 0.00 | 86.50K | 0.00 |
SHAKE SHACK INCOTR | CL A | 178.10K | SH | $9.98M 1.18% | 0.00 | 178.10K | 0.00 |