Think Investments LP
CIK: 0001635999SEC EDGAR →
Portfolio Value
$885K
Holdings
23
As of
Q4 2025
New Positions
6
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BKHCall BLACK HILLS CORP | 1,337,637 | $92K | 10.40% |
| 2 | MRVLCall MARVELL TECHNOLOGY INC | 1,047,811 | $88K | 9.94% |
| 3 | AMAZON COM INC | 325,275 | $75K | 8.47% |
| 4 | SEMTECH CORP | 666,400 | $49K | 5.54% |
| 5 | ALIBABA GROUP HLDG LTD | 320,500 | $46K | 5.20% |
| 6 | REDDIT INC | 198,382 | $45K | 5.08% |
| 7 | CORZCall CORE SCIENTIFIC INC NEW | 3,199,600 | $45K | 5.08% |
| 8 | TASKUS INC | 3,734,665 | $44K | 4.97% |
| 9 | TTM TECHNOLOGIES INC | 551,504 | $38K | 4.29% |
| 10 | ICICI BANK LIMITED | 1,292,200 | $38K | 4.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 9 | $376K | 42.5% |
| Consumer Cyclical | 4 | $178K | 20.1% |
| Financial Services | 6 | $152K | 17.2% |
| Utilities | 1 | $92K | 10.4% |
| Communication Services | 1 | $45K | 5.1% |
| Unknown | 1 | $36K | 4.1% |
| Industrials | 1 | $6K | 0.7% |