THINK INVESTMENTS LP Holdings

THINK INVESTMENTS LP is an investment fund managing more than 326.12M US dollars. The largest holdings include ICICI Bank Limited, Amazon.com and QUALCOMM Incorporated. In Q3 2022 the fund bought assets of total value of 84.97M US dollars and sold assets of total value of 65.15M US dollars.

$326.11M

portfolio value

-5.61%

quarter

-185.70%

1 year

-272.63%

3 years

-217.59%

5 years

THINK INVESTMENTS LP portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	41251000	83222000
Q2 2016	52737000	24722000
Q3 2016	3430000	67405000
Q1 2017	59793000	71503000
Q2 2017	99495000	14428000
Q3 2017	86847000	34094000
Q4 2017	55481000	72430000
Q1 2018	124632000	65038000
Q2 2018	1855000	66037000
Q3 2018	9536000	66450000
Q4 2018	-3589000	89251000
Q1 2019	65726000	27148000
Q2 2019	105179000	30456000
Q3 2019	40420000	66856000
Q4 2019	30655000	41694000
Q1 2020	33622000	29662000
Q2 2020	144042000	26889000
Q3 2020	120846000	66666000
Q4 2020	115637000	1891000
Q1 2021	68872000	133911000
Q2 2021	153110000	49633000
Q3 2021	84006000	164656000
Q4 2021	67412000	212295000
Q1 2022	33719000	97191000
Q2 2022	50979000	39716000
Q3 2022	84971000	65145000

THINK INVESTMENTS LP 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Banks—Regional ICICI Bank Limited Portfolio share: 10.29% Portfolio value: 33.55M Avg. open price: $12.86 Current price: $22.86 P/L: +77.80% Sold -34.51% shares Q2 2022	share	10.29%	33.55M	$12.86	$22.86	+77.80%	Sold -34.51% shares Q2 2022
Internet Retail Amazon.com, Inc. Portfolio share: 9.36% Portfolio value: 30.51M Avg. open price: $675.89 Current price: $91.02 P/L: -86.53% Sold -14.56% shares Q1 2021	share	9.36%	30.51M	$675.89	$91.02	-86.53%	Sold -14.56% shares Q1 2021
Semiconductors QUALCOMM Incorporated Portfolio share: 9.05% Portfolio value: 29.52M Avg. open price: $90.85 Current price: $123.3 P/L: +35.71% Bought +22.22% shares Q1 2022	share	9.05%	29.52M	$90.85	$123.3	+35.71%	Bought +22.22% shares Q1 2022
Internet Retail Sea Limited Portfolio share: 7.41% Portfolio value: 24.18M Avg. open price: $60.61 Current price: $59.02 P/L: -2.62% Bought +5.50% shares Q2 2022	share	7.41%	24.18M	$60.61	$59.02	-2.62%	Bought +5.50% shares Q2 2022
Real Estate Services KE Holdings Inc. Portfolio share: 6.40% Portfolio value: 20.86M Avg. open price: $12.37 Current price: $16.43 P/L: +32.82% Sold -7.37% shares Q3 2022	share	6.40%	20.86M	$12.37	$16.43	+32.82%	Sold -7.37% shares Q3 2022
Internet Retail Alibaba Group Holding Limited Portfolio share: 6.13% Portfolio value: 19.99M Avg. open price: $153.22 Current price: $90.52 P/L: -40.92% Bought +145.58% shares Q3 2022	share	6.13%	19.99M	$153.22	$90.52	-40.92%	Bought +145.58% shares Q3 2022
Auto Manufacturers Tata Motors Limited Portfolio share: 5.97% Portfolio value: 19.46M Avg. open price: N/A Current price: $25.55 P/L: N/A N/A Q3 2022	share	5.97%	19.46M	N/A	$25.55	N/A	N/A Q3 2022
Internet Retail MercadoLibre, Inc. Portfolio share: 5.94% Portfolio value: 19.37M Avg. open price: $785.4 Current price: $881.9 P/L: +12.29% Bought +107.08% shares Q2 2022	share	5.94%	19.37M	$785.4	$881.9	+12.29%	Bought +107.08% shares Q2 2022
Information Technology Services TaskUs, Inc. Portfolio share: 5.43% Portfolio value: 17.71M Avg. open price: N/A Current price: $20.32 P/L: N/A N/A Q3 2022	share	5.43%	17.71M	N/A	$20.32	N/A	N/A Q3 2022
Rental & Leasing Services Avis Budget Group, Inc. Portfolio share: 5.11% Portfolio value: 16.65M Avg. open price: $263.3 Current price: $196.45 P/L: -25.39% Sold -17.89% shares Q3 2022	share	5.11%	16.65M	$263.3	$196.45	-25.39%	Sold -17.89% shares Q3 2022
Capital Markets Futu Holdings Limited Portfolio share: 4.16% Portfolio value: 13.55M Avg. open price: $28.62 Current price: $65.63 P/L: +129.32% Sold -12.09% shares Q2 2022	share	4.16%	13.55M	$28.62	$65.63	+129.32%	Sold -12.09% shares Q2 2022
Banks—Regional HDFC Bank Limited Portfolio share: 4.02% Portfolio value: 13.10M Avg. open price: N/A Current price: $68.39 P/L: N/A N/A Q3 2022	share	4.02%	13.10M	N/A	$68.39	N/A	N/A Q3 2022
Banks—Diversified Nu Holdings Ltd. Portfolio share: 3.72% Portfolio value: 12.12M Avg. open price: N/A Current price: $4.06 P/L: N/A N/A Q3 2022	share	3.72%	12.12M	N/A	$4.06	N/A	N/A Q3 2022
Software—Infrastructure Block, Inc. Portfolio share: 3.14% Portfolio value: 10.22M Avg. open price: N/A Current price: $63.14 P/L: N/A N/A Q3 2022	share	3.14%	10.22M	N/A	$63.14	N/A	N/A Q3 2022
Shell Companies Dragoneer Growth Opportunities Corp. III Portfolio share: 2.40% Portfolio value: 7.83M Avg. open price: N/A Current price: $9.85 P/L: N/A N/A Q1 2021	share	2.40%	7.83M	N/A	$9.85	N/A	N/A Q1 2021
Internet Content & Information Nextdoor Holdings, Inc. Portfolio share: 2.22% Portfolio value: 7.25M Avg. open price: $3.31 Current price: $2.05 P/L: -38.07% Bought +8.33% shares Q3 2022	share	2.22%	7.25M	$3.31	$2.05	-38.07%	Bought +8.33% shares Q3 2022
Software—Infrastructure Marqeta, Inc. Portfolio share: 2.22% Portfolio value: 7.24M Avg. open price: N/A Current price: $6.44 P/L: N/A Sold -51.12% shares Q3 2022	share	2.22%	7.24M	N/A	$6.44	N/A	Sold -51.12% shares Q3 2022
Internet Content & Information Zillow Group, Inc. Portfolio share: 2.05% Portfolio value: 6.67M Avg. open price: $33.97 Current price: $37.1 P/L: +9.21% Sold -9.68% shares Q4 2020	share	2.05%	6.67M	$33.97	$37.1	+9.21%	Sold -9.68% shares Q4 2020
Real Estate Services Opendoor Technologies Inc. Portfolio share: 1.69% Portfolio value: 5.51M Avg. open price: $8.65 Current price: $1.54 P/L: -82.20% Sold -40.36% shares Q3 2022	share	1.69%	5.51M	$8.65	$1.54	-82.20%	Sold -40.36% shares Q3 2022
Biotechnology Cassava Sciences, Inc. Portfolio share: 1.43% Portfolio value: 4.67M Avg. open price: N/A Current price: $33.74 P/L: N/A Sold -26.20% shares Q2 2022	share	1.43%	4.67M	N/A	$33.74	N/A	Sold -26.20% shares Q2 2022
Travel Services Yatra Online, Inc. Portfolio share: 0.96% Portfolio value: 3.12M Avg. open price: N/A Current price: $2.2 P/L: N/A N/A Q3 2022	share	0.96%	3.12M	N/A	$2.2	N/A	N/A Q3 2022
Education & Training Services TAL Education Group Portfolio share: 0.91% Portfolio value: 2.96M Avg. open price: $25.23 Current price: $5.49 P/L: -78.24% Sold -40.00% shares Q3 2022	share	0.91%	2.96M	$25.23	$5.49	-78.24%	Sold -40.00% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $122.43 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$122.43	N/A	Sold -100.00% shares Q3 2022
Software—Infrastructure CrowdStrike Holdings, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $118.33 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$118.33	N/A	Sold -100.00% shares Q3 2022
Internet Content & Information Twilio Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $46.09 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$46.09	N/A	Sold -100.00% shares Q3 2022
Shell Companies Ribbit LEAP, Ltd. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $12.99 Current price: $10.02 P/L: -22.86% Sold -100.00% shares Q3 2022	share	0.00%	0	$12.99	$10.02	-22.86%	Sold -100.00% shares Q3 2022
RIBBIT LEAP LTD Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022

Showing TOP 27 THINK INVESTMENTS LP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of THINK INVESTMENTS LP?

The biggest position of the THINK INVESTMENTS LP is ICICI Bank Limited (IBN) with 10.29% portfolio share worth of 33.55M US dollars.

Top 5 THINK INVESTMENTS LP's holdings represent 42.51% of the portfolio:

ICICI Bank Limited (IBN) – 10.29%
Amazon.com, Inc. (AMZN) – 9.36%
QUALCOMM Incorporated (QCOM) – 9.05%
Sea Limited (SE) – 7.41%
KE Holdings Inc. (BEKE) – 6.4%

Who is the portfolio manager of THINK INVESTMENTS LP?

The portfolio manager of the THINK INVESTMENTS LP is .

What is the total asset value of the THINK INVESTMENTS LP portfolio?

THINK INVESTMENTS LP total asset value (portfolio value) is 326.12M US dollars.

Who is ?

is the portfolio manager of the THINK INVESTMENTS LP.

What is (THINK INVESTMENTS LP) fund performance?

THINK INVESTMENTS LP's quarterly performance is -5.61%, annualy -185.70%. In the past 3 years, the value of 's portfolio has decreased by -273%. In the past 5 years, the value of the portfolio has decreased by -218%.

What is the THINK INVESTMENTS LP CIK?

THINK INVESTMENTS LP's Central Index Key is 0001635999 .

THINK INVESTMENTS LP Holdings

THINK INVESTMENTS LP portfolio value:

THINK INVESTMENTS LP quarter portfolio value change:

THINK INVESTMENTS LP 1 year portfolio value change:

THINK INVESTMENTS LP 3 years portfolio value change:

THINK INVESTMENTS LP 5 years portfolio value change: