Think Investments LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEMTECH CORP(SMTC) | 0 | 820,400 | +820,400 | 0 | 58,617,580 | 7.75% | +58,617,580 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 793,100 | +793,100 | 0 | 45,682,560 | 6.04% | +45,682,560 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 474,000 | +474,000 | 0 | 39,849,180 | 5.27% | +39,849,180 |
| REDDIT INC(RDDT) | 268,000 | 332,000 | +64,000 | 40,352,760 | 76,356,680 | 10.09% | +36,003,920 |
| COMPASS INC(COMP) | 0 | 2,637,700 | +2,637,700 | 0 | 21,180,731 | 2.80% | +21,180,731 |
| ALIBABA GROUP HLDG LTD(BABA) | 242,548 | 242,548 | 0 | 27,507,369 | 43,350,604 | 5.73% | +15,843,235 |
| BROADCOM INC(AVGO) | 0 | 47,300 | +47,300 | 0 | 15,604,743 | 2.06% | +15,604,743 |
| GITLAB INC(GTLB) | 687,100 | 988,200 | +301,100 | 30,995,081 | 44,548,056 | 5.89% | +13,552,975 |
| QFIN HOLDINGS INC(QFIN) | 0 | 349,900 | +349,900 | 0 | 10,070,122 | 1.33% | +10,070,122 |
| FUTU HLDGS LTD(FUTU) | 249,800 | 222,800 | -27,000 | 30,872,782 | 38,747,148 | 5.12% | +7,874,366 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 897,500 | 897,500 | 0 | 29,177,725 | 33,737,025 | 4.46% | +4,559,300 |
| TASKUS INC | 3,734,665 | 3,734,665 | 0 | 62,592,985 | 66,663,770 | 8.81% | +4,070,785 |
| SEA LTD(SE) | 174,000 | 174,000 | 0 | 27,829,560 | 31,099,020 | 4.11% | +3,269,460 |
| ALPHABET INC(GOOG) | 43,163 | 43,163 | 0 | 7,656,685 | 10,512,349 | 1.39% | +2,855,664 |
| CELESTICA INC(CLS) | 148,200 | 98,800 | -49,400 | 23,135,502 | 24,342,344 | 3.22% | +1,206,842 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 349,400 | 289,300 | -60,100 | 26,264,398 | 27,428,533 | 3.63% | +1,164,135 |
| AMAZON COM INC(AMZN) | 325,275 | 325,275 | 0 | 71,362,082 | 71,420,632 | 9.44% | +58,550 |
| SNAP INC(SNAP) | 2,016,200 | 2,016,200 | 0 | 17,520,778 | 15,544,902 | 2.05% | -1,975,876 |
| AVIS BUDGET GROUP | 24,900 | 0 | -24,900 | 4,209,345 | 0 | — | -4,209,345 |
| THE REALREAL INC(REAL) | 897,547 | 0 | -897,547 | 4,299,250 | 0 | — | -4,299,250 |
| ICICI BANK LIMITED(IBN) | 1,292,200 | 1,292,200 | 0 | 43,469,608 | 39,063,206 | 5.16% | -4,406,402 |
| MERCADOLIBRE INC(MELI) | 18,300 | 18,300 | 0 | 47,829,429 | 42,766,002 | 5.65% | -5,063,427 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 300,000 | 0 | -300,000 | 8,517,000 | 0 | — | -8,517,000 |
| FIRST SOLAR INC(FSLR) | 58,000 | 0 | -58,000 | 9,601,320 | 0 | — | -9,601,320 |
| PENGUIN SOLUTIONS INC | 904,587 | 0 | -904,587 | 17,919,868 | 0 | — | -17,919,868 |
| DRAFTKINGS INC NEW(DKNG) | 442,400 | 0 | -442,400 | 18,974,536 | 0 | — | -18,974,536 |
| PDD HOLDINGS INC(PDD) | 256,200 | 0 | -256,200 | 26,813,892 | 0 | — | -26,813,892 |