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Think Investments LP

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13F filer, CIK 1635999, San Francisco, CA

Think Investments LP reported $897,334,008 across 26 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 61.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001635999-26-000001

Period
2025-12-31
Reported value
$897M
Holdings
26
Top 10 weight
61.25%
New
9
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CORZnew+2,799,600$40.8M
BKHnew+537,637$37.3M
CRCLnew+364,700$28.9M
RKTnew+1,400,000$27.1M
MRVLadded+273,811$23.3M

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
RDDTreduced-133,618-$30.7M
TTMIreduced-241,596-$16.7M
AVGOexited-47,300-$15.6M
SNAPexited-2,016,200-$15.5M
SMTCreduced-154,000-$11.3M

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 2025

Share positions as resolved from 13F-HR 0001635999-26-000001, largest first. % of portfolio is the value over $782,022,008, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,275 shares; 2024Q4: 325,275 shares; 2025Q1: 325,275 shares; 2025Q2: 325,275 shares; 2025Q3: 325,275 shares; 2025Q4: 325,275 shares 325,275$75.1M9.6%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474,000 shares; 2025Q4: 747,811 shares 747,811$63.5M8.13%+273,811Timeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820,400 shares; 2025Q4: 666,400 shares 666,400$49.1M6.28%-154,000Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,400 shares; 2024Q4: 242,548 shares; 2025Q1: 242,548 shares; 2025Q2: 242,548 shares; 2025Q3: 242,548 shares; 2025Q4: 320,500 shares 320,500$47M6.01%+77,952Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,400 shares; 2024Q4: 243,000 shares; 2025Q1: 268,000 shares; 2025Q2: 268,000 shares; 2025Q3: 332,000 shares; 2025Q4: 198,382 shares 198,382$45.6M5.83%-133,618Timeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,734,665 shares 3,734,665$44M5.63%0Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,799,600 shares 2,799,600$40.8M5.21%newTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,292,200 shares 1,292,200$38.5M4.92%0Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,100 shares; 2025Q4: 551,504 shares 551,504$38.1M4.87%-241,596Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,637 shares 537,637$37.3M4.77%newTimeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687,100 shares; 2025Q3: 988,200 shares; 2025Q4: 988,200 shares 988,200$37.1M4.74%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 18,300 shares; 2025Q1: 18,300 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares 18,300$36.9M4.71%0Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,000 shares; 2025Q1: 695,487 shares; 2025Q2: 897,500 shares; 2025Q3: 897,500 shares; 2025Q4: 897,500 shares 897,500$35.4M4.52%0Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364,700 shares 364,700$28.9M3.7%newTimeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,558 shares; 2025Q2: 148,200 shares; 2025Q3: 98,800 shares; 2025Q4: 92,300 shares 92,300$27.3M3.49%-6,500Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,000 shares 1,400,000$27.1M3.47%newTimeline
SIMOSILICON MOTION TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,400 shares; 2024Q4: 349,400 shares; 2025Q1: 349,400 shares; 2025Q2: 349,400 shares; 2025Q3: 289,300 shares; 2025Q4: 289,300 shares 289,300$26.8M3.43%0Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,355 shares; 2024Q4: 249,800 shares; 2025Q1: 249,800 shares; 2025Q2: 249,800 shares; 2025Q3: 222,800 shares; 2025Q4: 156,900 shares 156,900$25.8M3.29%-65,900Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637,700 shares; 2025Q4: 2,117,900 shares 2,117,900$22.4M2.86%-519,800Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,400 shares; 2024Q4: 335,400 shares; 2025Q1: 335,400 shares; 2025Q2: 174,000 shares; 2025Q3: 174,000 shares; 2025Q4: 174,000 shares 174,000$22.2M2.84%0Timeline
QFINQFIN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349,900 shares; 2025Q4: 349,900 shares 349,900$6.74M0.86%0Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,800 shares 74,800$6.5M0.83%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
BKHBLACK HILLS CORP Stockcall800,000$55.5Mnew
NUNU HLDGS LTD ORD SHS CL Acall1,700,000$28.5Mnew
MRVLMARVELL TECHNOLOGY INC COMcall300,000$25.5Mnew
CORZCORE SCIENTIFIC INC NEW COMcall400,000$5.82Mnew

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AVGOBROADCOM INC47,300$15.6Mshares
SNAPSNAP INC2,016,200$15.5Mshares
GOOGALPHABET INC43,163$10.5Mshares

How Q4 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 0001635999-26-000001 base2026-02-17acceptance time not in the bulk data set