Filed: 2/14/2025ACC: 0001879202-25-000009
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $454.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$454.51M
Total AUM (reported)
14.29M
Total Shares
Allocation by class
COM$121.92M26.8%
CL A$81.29M17.9%
CLASS A COM$48.81M10.7%
ADR$38.59M8.5%
SPONSORD ADS$35.59M7.8%
SPONSORED ADS$31.68M7.0%
SPON ADS CL A$19.98M4.4%
Portfolio Concentration
Top 3$161.75M35.6%
4–10$204.44M45.0%
11–25$88.33M19.4%
Top 3 weight
35.6%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 14.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
14.29M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other18
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings18
Rows:
AMAZON COM INC
OTRShares325.27K
TypeSH
Market value$71.36M
15.70%
Sole
0.00
Shared
325.27K
None
0.00
TASKUS INC
OTRShares2.88M
TypeSH
Market value$48.81M
10.74%
Sole
0.00
Shared
2.88M
None
0.00
SNAP INC
OTRShares3.86M
TypeSH
Market value$41.57M
9.15%
Sole
0.00
Shared
3.86M
None
0.00
REDDIT INC
OTRShares243K
TypeSH
Market value$39.72M
8.74%
Sole
0.00
Shared
243K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$38.59M
8.49%
Sole
0.00
Shared
1.29M
None
0.00
SEA LTD
OTRShares335.40K
TypeSH
Market value$35.59M
7.83%
Sole
0.00
Shared
335.40K
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$31.12M
6.85%
Sole
0.00
Shared
18.30K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares242.55K
TypeSH
Market value$20.57M
4.52%
Sole
0.00
Shared
242.55K
None
0.00
FUTU HLDGS LTD
OTRShares249.80K
TypeSH
Market value$19.98M
4.40%
Sole
0.00
Shared
249.80K
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares349.40K
TypeSH
Market value$18.89M
4.16%
Sole
0.00
Shared
349.40K
None
0.00
PENGUIN SOLUTIONS INC
OTRShares904.59K
TypeSH
Market value$17.36M
3.82%
Sole
0.00
Shared
904.59K
None
0.00
DRAFTKINGS INC NEW
OTRShares442.40K
TypeSH
Market value$16.46M
3.62%
Sole
0.00
Shared
442.40K
None
0.00
APPLIED DIGITAL CORP
OTRShares2.06M
TypeSH
Market value$15.74M
3.46%
Sole
0.00
Shared
2.06M
None
0.00
CAESARS ENTERTAINMENT INC NE
OTRShares300K
TypeSH
Market value$10.03M
2.21%
Sole
0.00
Shared
300K
None
0.00
AVIS BUDGET GROUP
OTRShares116.80K
TypeSH
Market value$9.42M
2.07%
Sole
0.00
Shared
116.80K
None
0.00
ALPHABET INC
OTRShares43.16K
TypeSH
Market value$8.22M
1.81%
Sole
0.00
Shared
43.16K
None
0.00
KANZHUN LIMITED
OTRShares432.91K
TypeSH
Market value$5.97M
1.31%
Sole
0.00
Shared
432.91K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares191K
TypeSH
Market value$5.14M
1.13%
Sole
0.00
Shared
191K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 325.27K | SH | $71.36M 15.70% | 0.00 | 325.27K | 0.00 |
TASKUS INCOTR | CLASS A COM | 2.88M | SH | $48.81M 10.74% | 0.00 | 2.88M | 0.00 |
SNAP INCOTR | CL A | 3.86M | SH | $41.57M 9.15% | 0.00 | 3.86M | 0.00 |
REDDIT INCOTR | CL A | 243K | SH | $39.72M 8.74% | 0.00 | 243K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $38.59M 8.49% | 0.00 | 1.29M | 0.00 |
SEA LTDOTR | SPONSORD ADS | 335.40K | SH | $35.59M 7.83% | 0.00 | 335.40K | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $31.12M 6.85% | 0.00 | 18.30K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 242.55K | SH | $20.57M 4.52% | 0.00 | 242.55K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 249.80K | SH | $19.98M 4.40% | 0.00 | 249.80K | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 349.40K | SH | $18.89M 4.16% | 0.00 | 349.40K | 0.00 |
PENGUIN SOLUTIONS INCOTR | SHS | 904.59K | SH | $17.36M 3.82% | 0.00 | 904.59K | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 442.40K | SH | $16.46M 3.62% | 0.00 | 442.40K | 0.00 |
APPLIED DIGITAL CORPOTR | COM NEW | 2.06M | SH | $15.74M 3.46% | 0.00 | 2.06M | 0.00 |
CAESARS ENTERTAINMENT INC NEOTR | COM | 300K | SH | $10.03M 2.21% | 0.00 | 300K | 0.00 |
AVIS BUDGET GROUPOTR | COM | 116.80K | SH | $9.42M 2.07% | 0.00 | 116.80K | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 43.16K | SH | $8.22M 1.81% | 0.00 | 43.16K | 0.00 |
KANZHUN LIMITEDOTR | SPONSORED ADS | 432.91K | SH | $5.97M 1.31% | 0.00 | 432.91K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 191K | SH | $5.14M 1.13% | 0.00 | 191K | 0.00 |