Think Investments LP
Follow13F filer, CIK 1635999, San Francisco, CA
Think Investments LP reported $454,510,303 across 18 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 80.57% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001879202-25-000009
- Period
- 2024-12-31
- Reported value
- $455M
- Holdings
- 18
- Top 10 weight
- 80.57%
- New
- 3
- Sold out
- 2
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SMART GLOBAL HLDGS INCnew | +904,587 | $17.4M |
| DKNGnew | +442,400 | $16.5M |
| TASKadded | +364,608 | $6.18M |
| ATATnew | +191,000 | $5.14M |
| APLDadded | +441,291 | $3.37M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| THOUGHTWORKS HOLDING INCexited | -14,414,000 | -$63.7M |
| RDDTreduced | -280,400 | -$45.8M |
| CARreduced | -190,500 | -$15.4M |
| XYZexited | -130,800 | -$8.78M |
| FUTUreduced | -95,555 | -$7.64M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001879202-25-000009, largest first. % of portfolio is the value over $454,510,303, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AMZNAMAZON COM INC | 325,275 | $71.4M | 15.7% | 0 | Timeline | ||
| TASKTASKUS INC | 2,881,513 | $48.8M | 10.74% | +364,608 | Timeline | ||
| SNAPSNAP INC | 3,859,900 | $41.6M | 9.15% | -630,600 | Timeline | ||
| RDDTREDDIT INC | 243,000 | $39.7M | 8.74% | -280,400 | Timeline | ||
| IBNICICI BK LTD | 1,292,200 | $38.6M | 8.49% | 0 | Timeline | ||
| SESEA LTD | 335,400 | $35.6M | 7.83% | -47,000 | Timeline | ||
| MELIMERCADOLIBRE INC | 18,300 | $31.1M | 6.85% | 0 | Timeline | ||
| BABAALIBABA GROUP HLDG LTD | 242,548 | $20.6M | 4.52% | -35,852 | Timeline | ||
| FUTUFUTU HLDGS LTD | 249,800 | $20M | 4.4% | -95,555 | Timeline | ||
| SIMOSILICON MOTION TECHNOLOGY CO | 349,400 | $18.9M | 4.16% | 0 | Timeline | ||
| SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC | 904,587 | $17.4M | 3.82% | new | |||
| DKNGDRAFTKINGS INC NEW | 442,400 | $16.5M | 3.62% | new | Timeline | ||
| APLDAPPLIED DIGITAL CORP | 2,060,136 | $15.7M | 3.46% | +441,291 | Timeline | ||
| CZRCAESARS ENTERTAINMENT INC NE | 300,000 | $10M | 2.21% | 0 | Timeline | ||
| CARAVIS BUDGET GROUP INC | 116,800 | $9.42M | 2.07% | -190,500 | Timeline | ||
| GOOGALPHABET INC | 43,163 | $8.22M | 1.81% | 0 | Timeline | ||
| BZKANZHUN LIMITED | 432,906 | $5.97M | 1.31% | 0 | Timeline | ||
| ATATATOUR LIFESTYLE HLDGS LTD | 191,000 | $5.14M | 1.13% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| THOUGHTWORKS HOLDING INCTHOUGHTWORKS HOLDING INC | 14,414,000 | $63.7M | shares |
| XYZBLOCK INC | 130,800 | $8.78M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001879202-25-000009 | base | 2025-02-14 | acceptance time not in the bulk data set |