Filed: 2/14/2024ACC: 0001879202-24-000012
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $428.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$428.18M
Total AUM (reported)
16.82M
Total Shares
Allocation by class
COM$137.37M32.1%
CL A$88.01M20.6%
SPONSORED ADS$49.99M11.7%
ADR$38.14M8.9%
CLASS A COM$28.64M6.7%
CAP STK CL C$21.16M4.9%
SPON ADS CL A$17.44M4.1%
Portfolio Concentration
Top 3$148.26M34.6%
4–10$170.04M39.7%
11–25$109.88M25.7%
Top 3 weight
34.6%
Top 10 weight
74.3%
Voting Authority Distribution
Total shares with voting rights: 16.22M
Sole
Full voting authority
16.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other22
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
BLOCK INC
OTRShares768.90K
TypeSH
Market value$59.47M
13.89%
Sole
568.90K
Shared
0.00
None
0.00
AMAZON COM INC
OTRShares333.30K
TypeSH
Market value$50.64M
11.83%
Sole
333.30K
Shared
0.00
None
0.00
ICICI BANK LIMITED
OTRShares1.60M
TypeSH
Market value$38.14M
8.91%
Sole
1.60M
Shared
0.00
None
0.00
AVIS BUDGET GROUP
OTRShares190.50K
TypeSH
Market value$33.77M
7.89%
Sole
190.50K
Shared
0.00
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$28.76M
6.72%
Sole
18.30K
Shared
0.00
None
0.00
THOUGHTWORKS HOLDING INC
OTRShares5.03M
TypeSH
Market value$24.20M
5.65%
Sole
5.03M
Shared
0.00
None
0.00
TAL EDUCATION GROUP
OTRShares1.91M
TypeSH
Market value$24.19M
5.65%
Sole
1.91M
Shared
0.00
None
0.00
ALPHABET INC
OTRShares150.16K
TypeSH
Market value$21.16M
4.94%
Sole
150.16K
Shared
0.00
None
0.00
TASKUS INC
OTRShares1.47M
TypeSH
Market value$19.16M
4.47%
Sole
1.47M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares242.55K
TypeSH
Market value$18.80M
4.39%
Sole
242.55K
Shared
0.00
None
0.00
FUTU HLDGS LTD
OTRShares319.20K
TypeSH
Market value$17.44M
4.07%
Sole
319.20K
Shared
0.00
None
0.00
SENTINELONE INC
OTRShares557.70K
TypeSH
Market value$15.30M
3.57%
Sole
557.70K
Shared
0.00
None
0.00
ZILLOW GROUP INC
OTRShares233.23K
TypeSH
Market value$13.23M
3.09%
Sole
233.23K
Shared
0.00
None
0.00
SEA LTD
OTRShares272.10K
TypeSH
Market value$11.02M
2.57%
Sole
272.10K
Shared
0.00
None
0.00
KRANESHARES TR
OTRShares400K
TypeSH
Market value$10.80M
2.52%
Sole
0.00
Shared
0.00
None
0.00
NEXTRACKER INC
OTRShares202.30K
TypeSH
Market value$9.48M
2.21%
Sole
202.30K
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
OTRShares530K
TypeSH
Market value$8.90M
2.08%
Sole
530K
Shared
0.00
None
0.00
ACM RESH INC
OTRShares417.50K
TypeSH
Market value$8.16M
1.91%
Sole
417.50K
Shared
0.00
None
0.00
KE HLDGS INC
OTRShares432.10K
TypeSH
Market value$7.00M
1.64%
Sole
432.10K
Shared
0.00
None
0.00
HASHICORP INC
OTRShares257K
TypeSH
Market value$6.08M
1.42%
Sole
257K
Shared
0.00
None
0.00
YATRA ONLINE INC
OTRShares1.27M
TypeSH
Market value$2.06M
0.48%
Sole
1.27M
Shared
0.00
None
0.00
NEXTDOOR HOLDINGS INC
OTRShares214.48K
TypeSH
Market value$405.4K
0.09%
Sole
214.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLOCK INCOTR | CL A | 768.90K | SH | $59.47M 13.89% | 568.90K | 0.00 | 0.00 |
AMAZON COM INCOTR | COM | 333.30K | SH | $50.64M 11.83% | 333.30K | 0.00 | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.60M | SH | $38.14M 8.91% | 1.60M | 0.00 | 0.00 |
AVIS BUDGET GROUPOTR | COM | 190.50K | SH | $33.77M 7.89% | 190.50K | 0.00 | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $28.76M 6.72% | 18.30K | 0.00 | 0.00 |
THOUGHTWORKS HOLDING INCOTR | COM | 5.03M | SH | $24.20M 5.65% | 5.03M | 0.00 | 0.00 |
TAL EDUCATION GROUPOTR | SPONSORED ADS | 1.91M | SH | $24.19M 5.65% | 1.91M | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 150.16K | SH | $21.16M 4.94% | 150.16K | 0.00 | 0.00 |
TASKUS INCOTR | CLASS A COM | 1.47M | SH | $19.16M 4.47% | 1.47M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 242.55K | SH | $18.80M 4.39% | 242.55K | 0.00 | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 319.20K | SH | $17.44M 4.07% | 319.20K | 0.00 | 0.00 |
SENTINELONE INCOTR | CL A | 557.70K | SH | $15.30M 3.57% | 557.70K | 0.00 | 0.00 |
ZILLOW GROUP INCOTR | CL A | 233.23K | SH | $13.23M 3.09% | 233.23K | 0.00 | 0.00 |
SEA LTDOTR | SPONSORD ADS | 272.10K | SH | $11.02M 2.57% | 272.10K | 0.00 | 0.00 |
KRANESHARES TROTR | CSI CHI INTERNET | 400K | SH | $10.80M 2.52% | 0.00 | 0.00 | 0.00 |
NEXTRACKER INCOTR | CLASS A COM | 202.30K | SH | $9.48M 2.21% | 202.30K | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCOTR | COM SHS | 530K | SH | $8.90M 2.08% | 530K | 0.00 | 0.00 |
ACM RESH INCOTR | COM CL A | 417.50K | SH | $8.16M 1.91% | 417.50K | 0.00 | 0.00 |
KE HLDGS INCOTR | SPONSORED ADS | 432.10K | SH | $7.00M 1.64% | 432.10K | 0.00 | 0.00 |
HASHICORP INCOTR | COM CL A | 257K | SH | $6.08M 1.42% | 257K | 0.00 | 0.00 |
YATRA ONLINE INCOTR | ORD SHS | 1.27M | SH | $2.06M 0.48% | 1.27M | 0.00 | 0.00 |
NEXTDOOR HOLDINGS INCOTR | COM CL A | 214.48K | SH | $405.4K 0.09% | 214.48K | 0.00 | 0.00 |