Skip to content
Disclosery

Think Investments LP

Follow

13F filer, CIK 1635999, San Francisco, CA

Think Investments LP reported $756,585,187 across 20 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 69.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001635999-25-000009

Period
2025-09-30
Reported value
$757M
Holdings
20
Top 10 weight
69.83%
New
6
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SMTCnew+820,400$58.6M
TTMInew+793,100$45.7M
MRVLnew+474,000$39.8M
COMPnew+2,637,700$21.2M
AVGOnew+47,300$15.6M

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

SecurityShares changeApprox. value
PDDexited-256,200-$26.8M
DKNGexited-442,400-$19M
SMART GLOBAL HLDGS INCexited-904,587-$17.9M
CLSreduced-49,400-$12.2M
FSLRexited-58,000-$9.6M

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, Q3 2025

Share positions as resolved from 13F-HR 0001635999-25-000009, largest first. % of portfolio is the value over $756,585,187, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,400 shares; 2024Q4: 243,000 shares; 2025Q1: 268,000 shares; 2025Q2: 268,000 shares; 2025Q3: 332,000 shares 332,000$76.4M10.09%+64,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,275 shares; 2024Q4: 325,275 shares; 2025Q1: 325,275 shares; 2025Q2: 325,275 shares; 2025Q3: 325,275 shares 325,275$71.4M9.44%0Timeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516,905 shares; 2024Q4: 2,881,513 shares; 2025Q1: 3,253,358 shares; 2025Q2: 3,734,665 shares; 2025Q3: 3,734,665 shares 3,734,665$66.7M8.81%0Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820,400 shares 820,400$58.6M7.75%newTimeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,100 shares 793,100$45.7M6.04%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687,100 shares; 2025Q3: 988,200 shares 988,200$44.5M5.89%+301,100Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,400 shares; 2024Q4: 242,548 shares; 2025Q1: 242,548 shares; 2025Q2: 242,548 shares; 2025Q3: 242,548 shares 242,548$43.4M5.73%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares 18,300$42.8M5.65%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474,000 shares 474,000$39.8M5.27%newTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,292,200 shares; 2024Q4: 1,292,200 shares; 2025Q1: 1,292,200 shares; 2025Q2: 1,292,200 shares; 2025Q3: 1,292,200 shares 1,292,200$39.1M5.16%0Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,355 shares; 2024Q4: 249,800 shares; 2025Q1: 249,800 shares; 2025Q2: 249,800 shares; 2025Q3: 222,800 shares 222,800$38.7M5.12%-27,000Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,000 shares; 2025Q1: 695,487 shares; 2025Q2: 897,500 shares; 2025Q3: 897,500 shares 897,500$33.7M4.46%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,400 shares; 2024Q4: 335,400 shares; 2025Q1: 335,400 shares; 2025Q2: 174,000 shares; 2025Q3: 174,000 shares 174,000$31.1M4.11%0Timeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,400 shares; 2024Q4: 349,400 shares; 2025Q1: 349,400 shares; 2025Q2: 349,400 shares; 2025Q3: 289,300 shares 289,300$27.4M3.63%-60,100Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,558 shares; 2025Q2: 148,200 shares; 2025Q3: 98,800 shares 98,800$24.3M3.22%-49,400Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637,700 shares 2,637,700$21.2M2.8%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,300 shares 47,300$15.6M2.06%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490,500 shares; 2024Q4: 3,859,900 shares; 2025Q1: 2,016,200 shares; 2025Q2: 2,016,200 shares; 2025Q3: 2,016,200 shares 2,016,200$15.5M2.05%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 43,163 shares; 2025Q1: 43,163 shares; 2025Q2: 43,163 shares; 2025Q3: 43,163 shares 43,163$10.5M1.39%0Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,900 shares 349,900$10.1M1.33%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PDDPDD HOLDINGS INC256,200$26.8Mshares
DKNGDRAFTKINGS INC NEW442,400$19Mshares
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INC904,587$17.9Mshares
FSLRFIRST SOLAR INC58,000$9.6Mshares
CZRCAESARS ENTERTAINMENT INC NE300,000$8.52Mshares
REALTHE REALREAL INC897,547$4.3Mshares
CARAVIS BUDGET GROUP INC24,900$4.21Mshares

How Q3 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001635999-25-000009 base2025-11-14acceptance time not in the bulk data set