13F-HR filed by Think Investments LP
Think Investments LP filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 24 holding rows worth $442,941,409.
- Accession
- 0001879202-23-000026
- Filer
- CIK 1635999
- Filed
- 2023-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 24 entries on the cover page, a total value of $442,941,409 stated on the cover page (in dollars after the unit check, H1), rows summing to $442,941,409 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 333,300 | $42,369,096 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 1,600,000 | $36,992,000 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 403,400 | $34,990,916 | dollars as filed | |
| AVIS BUDGET GROUP INC | 053774105 | COM | 190,500 | $34,230,945 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 269,000 | $29,875,140 | dollars as filed | |
| CATALENT INC USD 0.01 | 148806102 | COM | 535,600 | $24,385,868 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 18,300 | $23,202,204 | dollars as filed | |
| FUTU HLDGS LTD SPON ADS CL A | 36118L106 | ADR | 372,000 | $21,505,320 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 473,300 | $20,948,258 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 150,163 | $19,798,992 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,164,507 | $19,633,588 | dollars as filed | |
| TAL ED GROUP SPONSORED ADS | 874080104 | ADR | 2,000,000 | $18,220,000 | dollars as filed | |
| THOUGHTWORKS HOLDING INC | 88546E105 | COM | 4,320,060 | $17,625,845 | dollars as filed | |
| TRIPADVISOR INC | 896945201 | COM | 921,000 | $15,270,180 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 224,247 | $13,232,815 | dollars as filed | |
| TASKUS INC | 87652V109 | CLASS A COM | 1,191,121 | $12,363,836 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 272,100 | $11,958,795 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 386,200 | $11,041,458 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 400,000 | $10,948,000 | dollars as filed | call |
| ZILLOW GROUP INC CLASS A | 98954M101 | CL A | 233,233 | $10,446,506 | dollars as filed | |
| KE HLDGS INC SPONSORED ADS | 482497104 | ADR | 432,100 | $6,706,192 | dollars as filed | |
| Yatra Online Incorporated Ord SHS | G98338109 | Common Stock | 1,557,853 | $3,131,285 | dollars as filed | |
| FISKER INC | 33813J106 | CL A COM STK | 327,000 | $2,099,340 | dollars as filed | |
| NEXTDOOR HOLDINGS INC | 65345M108 | COM CL A | 1,079,577 | $1,964,830 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001879202-23-000026 | this filing | 2023-11-14 | acceptance time not in the bulk data set |