Filed: 5/15/2024ACC: 0001879202-24-000033
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $448.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$448.23M
Total AUM (reported)
18.74M
Total Shares
Allocation by class
COM$139.32M31.1%
CL A$108.75M24.3%
SPONSORED ADS$48.95M10.9%
ADR$42.26M9.4%
CLASS A COM$36.02M8.0%
SPON ADS CL A$17.28M3.9%
SPONSORED ADR$16.94M3.8%
Portfolio Concentration
Top 3$150.49M33.6%
4–10$175.33M39.1%
11–25$122.41M27.3%
Top 3 weight
33.6%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 18.74M
Sole
Full voting authority
18.74M
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
Other20
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
AMAZON COM INC
OTRShares333.30K
TypeSH
Market value$60.12M
13.41%
Sole
333.30K
Shared
0.00
None
0.00
BLOCK INC
OTRShares568.90K
TypeSH
Market value$48.12M
10.74%
Sole
568.90K
Shared
0.00
None
0.00
ICICI BANK LIMITED
OTRShares1.60M
TypeSH
Market value$42.26M
9.43%
Sole
1.60M
Shared
0.00
None
0.00
AVIS BUDGET GROUP
OTRShares282.40K
TypeSH
Market value$34.58M
7.72%
Sole
282.40K
Shared
0.00
None
0.00
SNAP INC
OTRShares2.74M
TypeSH
Market value$31.47M
7.02%
Sole
2.74M
Shared
0.00
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$27.67M
6.17%
Sole
18.30K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares346.80K
TypeSH
Market value$25.09M
5.60%
Sole
346.80K
Shared
0.00
None
0.00
TASKUS INC
OTRShares1.77M
TypeSH
Market value$20.58M
4.59%
Sole
1.77M
Shared
0.00
None
0.00
REDDIT INC
OTRShares365K
TypeSH
Market value$18.00M
4.02%
Sole
365K
Shared
0.00
None
0.00
TAL EDUCATION GROUP
OTRShares1.58M
TypeSH
Market value$17.93M
4.00%
Sole
1.58M
Shared
0.00
None
0.00
FUTU HLDGS LTD
OTRShares319.20K
TypeSH
Market value$17.28M
3.86%
Sole
319.20K
Shared
0.00
None
0.00
THOUGHTWORKS HOLDING INC
OTRShares6.70M
TypeSH
Market value$16.95M
3.78%
Sole
6.70M
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares220.20K
TypeSH
Market value$16.94M
3.78%
Sole
220.20K
Shared
0.00
None
0.00
CONFLUENT INC
OTRShares490.10K
TypeSH
Market value$14.96M
3.34%
Sole
490.10K
Shared
0.00
None
0.00
ALPHABET INC
OTRShares97.16K
TypeSH
Market value$14.79M
3.30%
Sole
97.16K
Shared
0.00
None
0.00
SEA LTD
OTRShares272.10K
TypeSH
Market value$14.61M
3.26%
Sole
272.10K
Shared
0.00
None
0.00
ZILLOW GROUP INC
OTRShares233.23K
TypeSH
Market value$11.16M
2.49%
Sole
233.23K
Shared
0.00
None
0.00
HASHICORP INC
OTRShares344.60K
TypeSH
Market value$9.29M
2.07%
Sole
344.60K
Shared
0.00
None
0.00
KE HLDGS INC
OTRShares432.10K
TypeSH
Market value$5.93M
1.32%
Sole
432.10K
Shared
0.00
None
0.00
DLOCAL LTD
OTRShares32.74K
TypeSH
Market value$481.3K
0.11%
Sole
32.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 333.30K | SH | $60.12M 13.41% | 333.30K | 0.00 | 0.00 |
BLOCK INCOTR | CL A | 568.90K | SH | $48.12M 10.74% | 568.90K | 0.00 | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.60M | SH | $42.26M 9.43% | 1.60M | 0.00 | 0.00 |
AVIS BUDGET GROUPOTR | COM | 282.40K | SH | $34.58M 7.72% | 282.40K | 0.00 | 0.00 |
SNAP INCOTR | CL A | 2.74M | SH | $31.47M 7.02% | 2.74M | 0.00 | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $27.67M 6.17% | 18.30K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 346.80K | SH | $25.09M 5.60% | 346.80K | 0.00 | 0.00 |
TASKUS INCOTR | CLASS A COM | 1.77M | SH | $20.58M 4.59% | 1.77M | 0.00 | 0.00 |
REDDIT INCOTR | CL A | 365K | SH | $18.00M 4.02% | 365K | 0.00 | 0.00 |
TAL EDUCATION GROUPOTR | SPONSORED ADS | 1.58M | SH | $17.93M 4.00% | 1.58M | 0.00 | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 319.20K | SH | $17.28M 3.86% | 319.20K | 0.00 | 0.00 |
THOUGHTWORKS HOLDING INCOTR | COM | 6.70M | SH | $16.95M 3.78% | 6.70M | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 220.20K | SH | $16.94M 3.78% | 220.20K | 0.00 | 0.00 |
CONFLUENT INCOTR | CLASS A COM | 490.10K | SH | $14.96M 3.34% | 490.10K | 0.00 | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 97.16K | SH | $14.79M 3.30% | 97.16K | 0.00 | 0.00 |
SEA LTDOTR | SPONSORD ADS | 272.10K | SH | $14.61M 3.26% | 272.10K | 0.00 | 0.00 |
ZILLOW GROUP INCOTR | CL A | 233.23K | SH | $11.16M 2.49% | 233.23K | 0.00 | 0.00 |
HASHICORP INCOTR | COM CL A | 344.60K | SH | $9.29M 2.07% | 344.60K | 0.00 | 0.00 |
KE HLDGS INCOTR | SPONSORED ADS | 432.10K | SH | $5.93M 1.32% | 432.10K | 0.00 | 0.00 |
DLOCAL LTDOTR | CLASS A COM | 32.74K | SH | $481.3K 0.11% | 32.74K | 0.00 | 0.00 |