Think Investments LP
CIK: 0001635999SEC EDGAR →
Portfolio Value
$897.3M
Holdings
23
As of
Q4 2025
New Positions
6
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BKHCall BLACK HILLS CORP | 1,337,637 | $92.9M | 10.35% |
| 2 | MRVLCall MARVELL TECHNOLOGY INC | 1,047,811 | $89.0M | 9.92% |
| 3 | AMAZON COM INC | 325,275 | $75.1M | 8.37% |
| 4 | SEMTECH CORP | 666,400 | $49.1M | 5.47% |
| 5 | ALIBABA GROUP HLDG LTD | 320,500 | $47.0M | 5.24% |
| 6 | CORZCall CORE SCIENTIFIC INC NEW | 3,199,600 | $46.6M | 5.19% |
| 7 | REDDIT INC | 198,382 | $45.6M | 5.08% |
| 8 | TASKUS INC | 3,734,665 | $44.0M | 4.91% |
| 9 | ICICI BANK LIMITED | 1,292,200 | $38.5M | 4.29% |
| 10 | TTM TECHNOLOGIES INC | 551,504 | $38.1M | 4.24% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $380.4M | 42.4% |
| Consumer Cyclical | 4 | $179.6M | 20.0% |
| Financial Services | 6 | $155.5M | 17.3% |
| Utilities | 1 | $92.9M | 10.3% |
| Communication Services | 1 | $45.6M | 5.1% |
| Unknown | 1 | $36.9M | 4.1% |
| Industrials | 1 | $6.5M | 0.7% |