Skip to content
Disclosery

Think Investments LP

Follow

13F filer, CIK 1635999, San Francisco, CA

Think Investments LP reported $846,693,417 across 22 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 68.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001635999-26-000004

Period
2026-06-30
Reported value
$847M
Holdings
22
Top 10 weight
68.73%
New
8
Sold out
17

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LRCXnew+142,800$61.9M
WOLFnew+902,100$43.5M
VSHnew+794,600$42.7M
BIDUnew+337,053$38.5M
LMRInew+2,559,501$28.9M

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
CLSexited-135,400-$38.1M
MRVLreduced-123,646-$36.8M
RDDTexited-198,382-$26.7M
OGNexited-4,000,000-$24M
XPexited-1,132,200-$21.6M

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, Q2 2026

Share positions as resolved from 13F-HR 0001635999-26-000004, largest first. % of portfolio is the value over $811,360,417, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 474,000 shares; 2025Q4: 747,811 shares; 2026Q1: 514,600 shares; 2026Q2: 390,954 shares 390,954$116M14.35%-123,646Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 325,275 shares 325,275$77.5M9.56%-52,000Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142,800 shares 142,800$61.9M7.63%newTimeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,400 shares; 2026Q2: 190,900 shares 190,900$49.8M6.13%+5,500Timeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200,000 shares; 2026Q2: 1,649,438 shares 1,649,438$47.4M5.84%+449,438Timeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902,100 shares 902,100$43.5M5.36%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794,600 shares 794,600$42.7M5.27%newTimeline
RKTROCKET COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,602,700 shares 2,602,700$41M5.05%+571,200Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550,000 shares; 2026Q2: 645,400 shares 645,400$38.8M4.79%+95,400Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337,053 shares 337,053$38.5M4.75%newTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,292,200 shares 1,292,200$37.5M4.62%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,300 shares 18,300$31.1M3.83%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 320,500 shares 320,500$30.8M3.79%0Timeline
LMRILUMEXA IMAGING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,559,501 shares 2,559,501$28.9M3.56%newTimeline
CRCLCIRCLE INTERNET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364,700 shares; 2026Q1: 364,700 shares; 2026Q2: 440,000 shares 440,000$27.6M3.4%+75,300Timeline
FUTUFUTU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 228,700 shares 228,700$21.4M2.64%0Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 536,289 shares 536,289$17.1M2.1%-361,211Timeline
FIGRFIGURE TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550,400 shares 550,400$16.9M2.08%newTimeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,512,150 shares 3,512,150$16.4M2.03%-222,515Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793,100 shares; 2025Q4: 551,504 shares; 2026Q1: not reported; 2026Q2: 86,500 shares 86,500$16.2M1.99%newTimeline
SHAKSHAKE SHACK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,100 shares; 2026Q2: 178,100 shares 178,100$9.98M1.23%0Timeline

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
GOOGALPHABET INC COMcall100,000$35.3Mnew

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
CLSCELESTICA INC135,400$38.1Mshares
RDDTREDDIT INC198,382$26.7Mshares
OGNORGANON & CO4,000,000$24Mshares
XPXP INC1,132,200$21.6Mshares
BKHBLACK HILLS CORP300,000$20.8Mcall
METAMETA PLATFORMS INC34,000$19.5Mshares
SMTCSEMTECH CORP217,200$16.7Mshares
BKHBLACK HILLS CORP237,500$16.5Mshares
SESEA LTD174,000$14.4Mshares
EAELECTRONIC ARTS INC70,000$14.3Mshares
SCHWCHARLES SCHWAB CORP (THE)146,000$13.7Mshares
GSGOLDMAN SACHS GROUP INC16,000$13.5Mshares
MSFTMICROSOFT CORP35,000$13Mshares
CCITIGROUP INC107,000$12.1Mshares
MSMORGAN STANLEY67,800$11.2Mshares
BSXBOSTON SCIENTIFIC CORP136,000$8.53Mshares
COMPCOMPASS INC816,600$5.97Mshares

How Q2 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 0001635999-26-000004 base2026-08-14acceptance time not in the bulk data set