Filed: 5/15/2025ACC: 0001879202-25-000023
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $512.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$512.68M
Total AUM (reported)
13.49M
Total Shares
Allocation by class
COM$152.57M29.8%
SPONSORED ADS$70.96M13.8%
CL A$64.80M12.6%
CLASS A COM$44.34M8.6%
SPONSORD ADS$43.77M8.5%
ADR$40.73M7.9%
SPON ADS CL A$25.57M5.0%
Portfolio Concentration
Top 3$150.00M29.3%
4–10$205.58M40.1%
11–25$157.11M30.6%
Top 3 weight
29.3%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 13.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
13.49M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other21
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings21
Rows:
AMAZON COM INC
OTRShares325.27K
TypeSH
Market value$61.89M
12.07%
Sole
0.00
Shared
325.27K
None
0.00
TASKUS INC
OTRShares3.25M
TypeSH
Market value$44.34M
8.65%
Sole
0.00
Shared
3.25M
None
0.00
SEA LTD
OTRShares335.40K
TypeSH
Market value$43.77M
8.54%
Sole
0.00
Shared
335.40K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$40.73M
7.94%
Sole
0.00
Shared
1.29M
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$35.70M
6.96%
Sole
0.00
Shared
18.30K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares242.55K
TypeSH
Market value$32.07M
6.26%
Sole
0.00
Shared
242.55K
None
0.00
REDDIT INC
OTRShares268K
TypeSH
Market value$28.11M
5.48%
Sole
0.00
Shared
268K
None
0.00
FUTU HLDGS LTD
OTRShares249.80K
TypeSH
Market value$25.57M
4.99%
Sole
0.00
Shared
249.80K
None
0.00
KODIAK GAS SVCS INC
OTRShares634.79K
TypeSH
Market value$23.68M
4.62%
Sole
0.00
Shared
634.79K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares695.49K
TypeSH
Market value$19.72M
3.85%
Sole
0.00
Shared
695.49K
None
0.00
PDD HOLDINGS INC
OTRShares162K
TypeSH
Market value$19.17M
3.74%
Sole
0.00
Shared
162K
None
0.00
ZETA GLOBAL HOLDINGS CORP
OTRShares1.41M
TypeSH
Market value$19.13M
3.73%
Sole
0.00
Shared
1.41M
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares349.40K
TypeSH
Market value$17.67M
3.45%
Sole
0.00
Shared
349.40K
None
0.00
SNAP INC
OTRShares2.02M
TypeSH
Market value$17.56M
3.43%
Sole
0.00
Shared
2.02M
None
0.00
PENGUIN SOLUTIONS INC
OTRShares904.59K
TypeSH
Market value$15.71M
3.06%
Sole
0.00
Shared
904.59K
None
0.00
TRIP COM GROUP LTD
OTRShares238K
TypeSH
Market value$15.13M
2.95%
Sole
0.00
Shared
238K
None
0.00
CELESTICA INC
OTRShares189.56K
TypeSH
Market value$14.94M
2.91%
Sole
0.00
Shared
189.56K
None
0.00
DRAFTKINGS INC NEW
OTRShares442.40K
TypeSH
Market value$14.69M
2.87%
Sole
0.00
Shared
442.40K
None
0.00
AVIS BUDGET GROUP
OTRShares116.80K
TypeSH
Market value$8.87M
1.73%
Sole
0.00
Shared
116.80K
None
0.00
CAESARS ENTERTAINMENT INC NE
OTRShares300K
TypeSH
Market value$7.50M
1.46%
Sole
0.00
Shared
300K
None
0.00
ALPHABET INC
OTRShares43.16K
TypeSH
Market value$6.74M
1.32%
Sole
0.00
Shared
43.16K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 325.27K | SH | $61.89M 12.07% | 0.00 | 325.27K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.25M | SH | $44.34M 8.65% | 0.00 | 3.25M | 0.00 |
SEA LTDOTR | SPONSORD ADS | 335.40K | SH | $43.77M 8.54% | 0.00 | 335.40K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $40.73M 7.94% | 0.00 | 1.29M | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $35.70M 6.96% | 0.00 | 18.30K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 242.55K | SH | $32.07M 6.26% | 0.00 | 242.55K | 0.00 |
REDDIT INCOTR | CL A | 268K | SH | $28.11M 5.48% | 0.00 | 268K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 249.80K | SH | $25.57M 4.99% | 0.00 | 249.80K | 0.00 |
KODIAK GAS SVCS INCOTR | COM | 634.79K | SH | $23.68M 4.62% | 0.00 | 634.79K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 695.49K | SH | $19.72M 3.85% | 0.00 | 695.49K | 0.00 |
PDD HOLDINGS INCOTR | SPONSORED ADS | 162K | SH | $19.17M 3.74% | 0.00 | 162K | 0.00 |
ZETA GLOBAL HOLDINGS CORPOTR | CL A | 1.41M | SH | $19.13M 3.73% | 0.00 | 1.41M | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 349.40K | SH | $17.67M 3.45% | 0.00 | 349.40K | 0.00 |
SNAP INCOTR | CL A | 2.02M | SH | $17.56M 3.43% | 0.00 | 2.02M | 0.00 |
PENGUIN SOLUTIONS INCOTR | SHS | 904.59K | SH | $15.71M 3.06% | 0.00 | 904.59K | 0.00 |
TRIP COM GROUP LTDOTR | ADS | 238K | SH | $15.13M 2.95% | 0.00 | 238K | 0.00 |
CELESTICA INCOTR | COM | 189.56K | SH | $14.94M 2.91% | 0.00 | 189.56K | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 442.40K | SH | $14.69M 2.87% | 0.00 | 442.40K | 0.00 |
AVIS BUDGET GROUPOTR | COM | 116.80K | SH | $8.87M 1.73% | 0.00 | 116.80K | 0.00 |
CAESARS ENTERTAINMENT INC NEOTR | COM | 300K | SH | $7.50M 1.46% | 0.00 | 300K | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 43.16K | SH | $6.74M 1.32% | 0.00 | 43.16K | 0.00 |