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Think Investments LP

Q1 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    31

  • Value ($000)

    $762,450

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001635999
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$78.58M
10 %

377,275

M
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$50.97M
7 %

514,600

B
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$40.21M
5 %

320,500

C
CLS

CELESTICA INC

COM
15101Q207
$38.14M
5 %

135,400

---

CIRCLE INTERNET GROUP INC

COM CL A
172573107
$34.8M
5 %

364,700

I
IBN

ICICI BANK LIMITED

ADR
45104G104
$33.47M
4 %

1,292,200

A
ATAT

ATOUR LIFESTYLE HLDGS LTD

SPONSORED ADS
04965M106
$33.04M
4 %

897,500

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$32.53M
4 %

185,400

M
MELI

MERCADOLIBRE INC

COM
58733R102
$31.64M
4 %

18,300

F
FUTU

FUTU HLDGS LTD

SPON ADS CL A
36118L106
$31.28M
4 %

228,700

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