Holders — by stockHoldings — by fund
Think Investments LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001635999
$846.7M
disclosed book value
22
positions
13.8%
largest position share
Positions, as of 2026-06-30
top 22 of 22 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MRVLMARVELL TECHNOLOGY INC | 390,954 | $116.5M | 13.8% |
| 2 | AMZNAMAZON COM INC | 325,275 | $77.5M | 9.2% |
| 3 | LRCXLAM RESEARCH CORP | 142,800 | $61.9M | 7.3% |
| 4 | TSEMTOWER SEMICONDUCTOR LTD | 190,900 | $49.8M | 5.9% |
| 5 | AEVAAEVA TECHNOLOGIES INC | 1.6M | $47.4M | 5.6% |
| 6 | WOLFWOLFSPEED INC | 902,100 | $43.5M | 5.1% |
| 7 | VSHVISHAY INTERTECHNOLOGY INC | 794,600 | $42.7M | 5% |
| 8 | RKTROCKET COS INC | 2.6M | $41.0M | 4.8% |
| 9 | BRKRBRUKER CORP | 645,400 | $38.8M | 4.6% |
| 10 | BIDUBAIDU INC | 337,053 | $38.5M | 4.5% |
| 11 | IBNICICI BANK LIMITED | 1.3M | $37.5M | 4.4% |
| 12 | GOOGALPHABET INCCALL | 100,000 | $35.3M | 4.2% |
| 13 | MELIMERCADOLIBRE INC | 18,300 | $31.1M | 3.7% |
| 14 | BABAALIBABA GROUP HLDG LTD | 320,500 | $30.8M | 3.6% |
| 15 | LMRILUMEXA IMAGING HOLDINGS INC | 2.6M | $28.9M | 3.4% |
| 16 | CRCLCIRCLE INTERNET GROUP INC | 440,000 | $27.6M | 3.3% |
| 17 | FUTUFUTU HLDGS LTD | 228,700 | $21.4M | 2.5% |
| 18 | ATATATOUR LIFESTYLE HLDGS LTD | 536,289 | $17.1M | 2% |
| 19 | FIGRFIGURE TECHNOLOGY SOLUTIO | 550,400 | $16.9M | 2% |
| 20 | TASKTASKUS INC | 3.5M | $16.4M | 1.9% |
| 21 | TTMITTM TECHNOLOGIES INC | 86,500 | $16.2M | 1.9% |
| 22 | SHAKSHAKE SHACK INC | 178,100 | $10.0M | 1.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.