13F-HR filed by Think Investments LP
Think Investments LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 22 holding rows worth $846,693,417.
- Accession
- 0001635999-26-000004
- Filer
- CIK 1635999
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 22 entries on the cover page, a total value of $846,693,417 stated on the cover page (in dollars after the unit check, H1), rows summing to $846,693,417 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 |
|---|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | 573874104 | COM | 390,954 | $116,461,287 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 325,275 | $77,526,044 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 142,800 | $61,879,524 | dollars as filed | |
| TOWER SEMICONDUCTOR LTD SHS NEW | M87915274 | Stock | 190,900 | $49,756,176 | dollars as filed | |
| AEVA TECHNOLOGIES INC COM NEW | 00835Q202 | Stock | 1,649,438 | $47,371,859 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 902,100 | $43,526,325 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 794,600 | $42,733,588 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 2,602,700 | $40,992,525 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 645,400 | $38,840,172 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 337,053 | $38,521,787 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 1,292,200 | $37,512,566 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 100,000 | $35,333,000 | dollars as filed | call |
| MERCADOLIBREINC | 58733R102 | STOK | 18,300 | $31,062,237 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 320,500 | $30,761,590 | dollars as filed | |
| LUMEXA IMAGING HOLDINGS INC | 550249106 | COMMON STOCK | 2,559,501 | $28,871,171 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 440,000 | $27,557,200 | dollars as filed | |
| FUTU HLDGS LTD SPON ADS CL A | 36118L106 | ADR | 228,700 | $21,438,338 | dollars as filed | |
| Atour Lifestyle Holding | 04965M106 | COM | 536,289 | $17,053,990 | dollars as filed | |
| FIGURE TECHNOLOGY SOLUTIO | 349381103 | COM CL A | 550,400 | $16,902,784 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 3,512,150 | $16,436,862 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 86,500 | $16,177,230 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 178,100 | $9,977,162 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001635999-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |