# Think Investments LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1635999. Source: https://holderbook.com/funds/1635999-think-investments-lp/

- Reported value: $846.7M
- Positions: 22
- Weight of the ten largest: 65.9%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $116.5M | 390,954 | 13.8% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $77.5M | 325,275 | 9.2% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $61.9M | 142,800 | 7.3% | 1 |
| TOWER SEMICONDUCTOR LTD | [TSEM](https://holderbook.com/stocks/TSEM/) | $49.8M | 190,900 | 5.9% | 2 |
| AEVA TECHNOLOGIES INC | [AEVA](https://holderbook.com/stocks/AEVA/) | $47.4M | 1,649,438 | 5.6% | 2 |
| WOLFSPEED INC | [WOLF](https://holderbook.com/stocks/WOLF/) | $43.5M | 902,100 | 5.1% | 1 |
| VISHAY INTERTECHNOLOGY INC | [VSH](https://holderbook.com/stocks/VSH/) | $42.7M | 794,600 | 5.0% | 1 |
| ROCKET COS INC | [RKT](https://holderbook.com/stocks/RKT/) | $41.0M | 2,602,700 | 4.8% | 3 |
| BRUKER CORP | [BRKR](https://holderbook.com/stocks/BRKR/) | $38.8M | 645,400 | 4.6% | 2 |
| BAIDU INC | [BIDU](https://holderbook.com/stocks/BIDU/) | $38.5M | 337,053 | 4.5% | 1 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $37.5M | 1,292,200 | 4.4% | 30 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $35.3M | 0 | 4.2% | 1 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $31.1M | 18,300 | 3.7% | 30 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $30.8M | 320,500 | 3.6% | 31 |
| LUMEXA IMAGING HOLDINGS INC | [LMRI](https://holderbook.com/stocks/LMRI/) | $28.9M | 2,559,501 | 3.4% | 1 |
| CIRCLE INTERNET GROUP INC | [CRCL](https://holderbook.com/stocks/CRCL/) | $27.6M | 440,000 | 3.3% | 3 |
| FUTU HLDGS LTD | [FUTU](https://holderbook.com/stocks/FUTU/) | $21.4M | 228,700 | 2.5% | 24 |
| ATOUR LIFESTYLE HLDGS LTD | [ATAT](https://holderbook.com/stocks/ATAT/) | $17.1M | 536,289 | 2.0% | 7 |
| FIGURE TECHNOLOGY SOLUTIO | [FIGR](https://holderbook.com/stocks/FIGR/) | $16.9M | 550,400 | 2.0% | 1 |
| TASKUS INC | [TASK](https://holderbook.com/stocks/TASK/) | $16.4M | 3,512,150 | 1.9% | 16 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $16.2M | 86,500 | 1.9% | 1 |
| SHAKE SHACK INC | [SHAK](https://holderbook.com/stocks/SHAK/) | $10.0M | 178,100 | 1.2% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +26.5% | +14.8% | +11.6% | 97% |
| Q1 2026 | -8.3% | -4.6% | -3.7% | 90% |
| Q4 2025 | -3.5% | +2.4% | -5.9% | 100% |
| Q3 2025 | +15.9% | +7.8% | +8.1% | 100% |
| Q2 2025 | +19.5% | +10.5% | +9.1% | 100% |
| Q1 2025 | -4.4% | -4.6% | +0.2% | 100% |
| Q4 2024 | +11.8% | +2.1% | +9.6% | 88% |
| Q3 2024 | +4.5% | +5.4% | -0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $846.7M | 22 |
| Q1 2026 | $762.5M | 30 |
| Q4 2025 | $897.3M | 23 |
| Q3 2025 | $756.6M | 20 |
| Q2 2025 | $576.9M | 21 |
| Q1 2025 | $512.7M | 21 |
| Q4 2024 | $454.5M | 18 |
| Q3 2024 | $511.7M | 17 |
| Q2 2024 | $485.8M | 20 |
| Q1 2024 | $448.2M | 20 |
| Q4 2023 | $428.2M | 22 |
| Q3 2023 | $442.9M | 24 |