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Think Investments LP

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13F filer, CIK 1635999, San Francisco, CA

Think Investments LP reported $762,450,432 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 54.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001635999-26-000002

Period
2026-03-31
Reported value
$762M
Holdings
31
Top 10 weight
54.56%
New
14
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSEMnew+185,400$32.5M
OGNnew+4,000,000$24M
XPnew+1,132,200$21.6M
BRKRnew+550,000$19.9M
METAnew+34,000$19.5M

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
CORZexited-2,799,600-$40.8M
TTMIexited-551,504-$38.1M
GTLBexited-988,200-$37.1M
SMTCreduced-449,200-$34.5M
SIMOexited-289,300-$26.8M

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, Q1 2026

Share positions as resolved from 13F-HR 0001635999-26-000002, largest first. % of portfolio is the value over $741,627,432, 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; 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; 2026Q1: 377,275 shares 377,275$78.6M10.59%+52,000Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474,000 shares; 2025Q4: 747,811 shares; 2026Q1: 514,600 shares 514,600$51M6.87%-233,211Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 320,500 shares 320,500$40.2M5.42%0Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,558 shares; 2025Q2: 148,200 shares; 2025Q3: 98,800 shares; 2025Q4: 92,300 shares; 2026Q1: 135,400 shares 135,400$38.1M5.14%+43,100Timeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364,700 shares; 2026Q1: 364,700 shares 364,700$34.8M4.69%0Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,292,200 shares 1,292,200$33.5M4.51%0Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 897,500 shares 897,500$33M4.45%0Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,400 shares 185,400$32.5M4.39%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 18,300 shares 18,300$31.6M4.27%0Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 228,700 shares 228,700$31.3M4.22%+71,800Timeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,000 shares; 2026Q1: 2,031,500 shares 2,031,500$28.9M3.9%+631,500Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 198,382 shares 198,382$26.7M3.6%0Timeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,734,665 shares 3,734,665$25.1M3.38%0Timeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000,000 shares 4,000,000$24M3.23%newTimeline
XPXP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132,200 shares 1,132,200$21.6M2.91%newTimeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550,000 shares 550,000$19.9M2.68%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,000 shares 34,000$19.5M2.62%newTimeline
SMTCSEMTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820,400 shares; 2025Q4: 666,400 shares; 2026Q1: 217,200 shares 217,200$16.7M2.25%-449,200Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,637 shares; 2026Q1: 237,500 shares 237,500$16.5M2.22%-300,137Timeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200,000 shares 1,200,000$15.8M2.13%newTimeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,100 shares 178,100$15.8M2.12%newTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 174,000 shares 174,000$14.4M1.94%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,000 shares 70,000$14.3M1.92%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,000 shares 146,000$13.7M1.85%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000$13.5M1.83%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000$13M1.75%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,000 shares 107,000$12.1M1.64%newTimeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,800 shares 67,800$11.2M1.5%newTimeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,000 shares 136,000$8.53M1.15%newTimeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,637,700 shares; 2025Q4: 2,117,900 shares; 2026Q1: 816,600 shares 816,600$5.97M0.8%-1,301,300Timeline

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 Stockcall300,000$20.8M-500,000

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
CORZCORE SCIENTIFIC INC NEW2,799,600$40.8Mshares
TTMITTM TECHNOLOGIES INC551,504$38.1Mshares
GTLBGITLAB INC988,200$37.1Mshares
NUNU HLDGS LTD1,700,000$28.5Mcall
SIMOSILICON MOTION TECHNOLOGY CO289,300$26.8Mshares
MRVLMARVELL TECHNOLOGY INC300,000$25.5Mcall
QFINQFIN HOLDINGS INC349,900$6.74Mshares
BEBLOOM ENERGY CORP74,800$6.5Mshares
CORZCORE SCIENTIFIC INC NEW400,000$5.82Mcall

How Q1 2026 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 0001635999-26-000002 base2026-05-15acceptance time not in the bulk data set