Filed: 8/14/2025ACC: 0001879202-25-000037
📋 What this filing means
THINK INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $576.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$576.90M
Total AUM (reported)
13.33M
Total Shares
Allocation by class
COM$168.95M29.3%
CLASS A COM$93.59M16.2%
SPONSORED ADS$83.50M14.5%
CL A$57.87M10.0%
ADR$43.47M7.5%
SPON ADS CL A$30.87M5.4%
SPONSORD ADS$27.83M4.8%
Portfolio Concentration
Top 3$181.78M31.5%
4–10$230.20M39.9%
11–25$164.91M28.6%
Top 3 weight
31.5%
Top 10 weight
71.4%
Voting Authority Distribution
Total shares with voting rights: 13.33M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
13.33M
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$71.36M
12.37%
Sole
0.00
Shared
325.27K
None
0.00
TASKUS INC
OTRShares3.73M
TypeSH
Market value$62.59M
10.85%
Sole
0.00
Shared
3.73M
None
0.00
MERCADOLIBRE INC
OTRShares18.30K
TypeSH
Market value$47.83M
8.29%
Sole
0.00
Shared
18.30K
None
0.00
ICICI BANK LIMITED
OTRShares1.29M
TypeSH
Market value$43.47M
7.54%
Sole
0.00
Shared
1.29M
None
0.00
REDDIT INC
OTRShares268K
TypeSH
Market value$40.35M
6.99%
Sole
0.00
Shared
268K
None
0.00
GITLAB INC
OTRShares687.10K
TypeSH
Market value$31.00M
5.37%
Sole
0.00
Shared
687.10K
None
0.00
FUTU HLDGS LTD
OTRShares249.80K
TypeSH
Market value$30.87M
5.35%
Sole
0.00
Shared
249.80K
None
0.00
ATOUR LIFESTYLE HLDGS LTD
OTRShares897.50K
TypeSH
Market value$29.18M
5.06%
Sole
0.00
Shared
897.50K
None
0.00
SEA LTD
OTRShares174K
TypeSH
Market value$27.83M
4.82%
Sole
0.00
Shared
174K
None
0.00
ALIBABA GROUP HLDG LTD
OTRShares242.55K
TypeSH
Market value$27.51M
4.77%
Sole
0.00
Shared
242.55K
None
0.00
PDD HOLDINGS INC
OTRShares256.20K
TypeSH
Market value$26.81M
4.65%
Sole
0.00
Shared
256.20K
None
0.00
SILICON MOTION TECHNOLOGY CO
OTRShares349.40K
TypeSH
Market value$26.26M
4.55%
Sole
0.00
Shared
349.40K
None
0.00
CELESTICA INC
OTRShares148.20K
TypeSH
Market value$23.14M
4.01%
Sole
0.00
Shared
148.20K
None
0.00
DRAFTKINGS INC NEW
OTRShares442.40K
TypeSH
Market value$18.97M
3.29%
Sole
0.00
Shared
442.40K
None
0.00
PENGUIN SOLUTIONS INC
OTRShares904.59K
TypeSH
Market value$17.92M
3.11%
Sole
0.00
Shared
904.59K
None
0.00
SNAP INC
OTRShares2.02M
TypeSH
Market value$17.52M
3.04%
Sole
0.00
Shared
2.02M
None
0.00
FIRST SOLAR INC
OTRShares58K
TypeSH
Market value$9.60M
1.66%
Sole
0.00
Shared
58K
None
0.00
CAESARS ENTERTAINMENT INC NE
OTRShares300K
TypeSH
Market value$8.52M
1.48%
Sole
0.00
Shared
300K
None
0.00
ALPHABET INC
OTRShares43.16K
TypeSH
Market value$7.66M
1.33%
Sole
0.00
Shared
43.16K
None
0.00
THE REALREAL INC
OTRShares897.55K
TypeSH
Market value$4.30M
0.75%
Sole
0.00
Shared
897.55K
None
0.00
AVIS BUDGET GROUP
OTRShares24.90K
TypeSH
Market value$4.21M
0.73%
Sole
0.00
Shared
24.90K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCOTR | COM | 325.27K | SH | $71.36M 12.37% | 0.00 | 325.27K | 0.00 |
TASKUS INCOTR | CLASS A COM | 3.73M | SH | $62.59M 10.85% | 0.00 | 3.73M | 0.00 |
MERCADOLIBRE INCOTR | COM | 18.30K | SH | $47.83M 8.29% | 0.00 | 18.30K | 0.00 |
ICICI BANK LIMITEDOTR | ADR | 1.29M | SH | $43.47M 7.54% | 0.00 | 1.29M | 0.00 |
REDDIT INCOTR | CL A | 268K | SH | $40.35M 6.99% | 0.00 | 268K | 0.00 |
GITLAB INCOTR | CLASS A COM | 687.10K | SH | $31.00M 5.37% | 0.00 | 687.10K | 0.00 |
FUTU HLDGS LTDOTR | SPON ADS CL A | 249.80K | SH | $30.87M 5.35% | 0.00 | 249.80K | 0.00 |
ATOUR LIFESTYLE HLDGS LTDOTR | SPONSORED ADS | 897.50K | SH | $29.18M 5.06% | 0.00 | 897.50K | 0.00 |
SEA LTDOTR | SPONSORD ADS | 174K | SH | $27.83M 4.82% | 0.00 | 174K | 0.00 |
ALIBABA GROUP HLDG LTDOTR | SPONSORED ADS | 242.55K | SH | $27.51M 4.77% | 0.00 | 242.55K | 0.00 |
PDD HOLDINGS INCOTR | SPONSORED ADS | 256.20K | SH | $26.81M 4.65% | 0.00 | 256.20K | 0.00 |
SILICON MOTION TECHNOLOGY COOTR | SPONSORED ADR | 349.40K | SH | $26.26M 4.55% | 0.00 | 349.40K | 0.00 |
CELESTICA INCOTR | COM | 148.20K | SH | $23.14M 4.01% | 0.00 | 148.20K | 0.00 |
DRAFTKINGS INC NEWOTR | COM CL A | 442.40K | SH | $18.97M 3.29% | 0.00 | 442.40K | 0.00 |
PENGUIN SOLUTIONS INCOTR | SHS | 904.59K | SH | $17.92M 3.11% | 0.00 | 904.59K | 0.00 |
SNAP INCOTR | CL A | 2.02M | SH | $17.52M 3.04% | 0.00 | 2.02M | 0.00 |
FIRST SOLAR INCOTR | COM | 58K | SH | $9.60M 1.66% | 0.00 | 58K | 0.00 |
CAESARS ENTERTAINMENT INC NEOTR | COM | 300K | SH | $8.52M 1.48% | 0.00 | 300K | 0.00 |
ALPHABET INCOTR | CAP STK CL C | 43.16K | SH | $7.66M 1.33% | 0.00 | 43.16K | 0.00 |
THE REALREAL INCOTR | COM | 897.55K | SH | $4.30M 0.75% | 0.00 | 897.55K | 0.00 |
AVIS BUDGET GROUPOTR | COM | 24.90K | SH | $4.21M 0.73% | 0.00 | 24.90K | 0.00 |