13F-HR filed by Think Investments LP
Think Investments LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 20 holding rows worth $756,585,187.
- Accession
- 0001635999-25-000009
- Filer
- CIK 1635999
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 20 entries on the cover page, a total value of $756,585,187 stated on the cover page (in dollars after the unit check, H1), rows summing to $756,585,187 with VALUE read as dollars as filed, 13F file number 028-16860. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerMIRABELLA FINANCIAL SERVICES LLP028-20053
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| REDDIT INC CL A | 75734B100 | Stock | 332,000 | $76,356,680 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 325,275 | $71,420,632 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 3,734,665 | $66,663,770 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 820,400 | $58,617,580 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 793,100 | $45,682,560 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 988,200 | $44,548,056 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 242,548 | $43,350,604 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 18,300 | $42,766,002 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 474,000 | $39,849,180 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 1,292,200 | $39,063,206 | dollars as filed | |
| FUTU HLDGS LTD SPON ADS CL A | 36118L106 | ADR | 222,800 | $38,747,148 | dollars as filed | |
| Atour Lifestyle Holding | 04965M106 | COM | 897,500 | $33,737,025 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 174,000 | $31,099,020 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 289,300 | $27,428,533 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 98,800 | $24,342,344 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 2,637,700 | $21,180,731 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 47,300 | $15,604,743 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 2,016,200 | $15,544,902 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 43,163 | $10,512,349 | dollars as filed | |
| QFIN HOLDINGS INC AMERICAN DEP | 88557W101 | ADR | 349,900 | $10,070,122 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001635999-25-000009 | this filing | 2025-11-14 | acceptance time not in the bulk data set |