Think Investments LP 13F holdings
Think Investments LP reported 21 positions with a total reported value of $811.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: MRVL MARVELL TECHNOLOGY INC (14.4%), AMZN AMAZON COM INC (9.6%), LRCX LAM RESEARCH CORP (7.6%), TSEM TOWER SEMICONDUCTOR LTD (6.1%), AEVA AEVA TECHNOLOGIES INC (5.8%). Against 2026-03-31 it opened 7 new positions and exited 16. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
21 largest of 21 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | 390,954 | $116.5M | 14.4% |
| AMZN AMAZON COM INC | 325,275 | $77.5M | 9.6% |
| LRCX LAM RESEARCH CORP | 142,800 | $61.9M | 7.6% |
| TSEM TOWER SEMICONDUCTOR LTD | 190,900 | $49.8M | 6.1% |
| AEVA AEVA TECHNOLOGIES INC | 1,649,438 | $47.4M | 5.8% |
| WOLF WOLFSPEED INC | 902,100 | $43.5M | 5.4% |
| VSH VISHAY INTERTECHNOLOGY INC | 794,600 | $42.7M | 5.3% |
| ROCKET COS INC | 2,602,700 | $41.0M | 5.1% |
| BRKR BRUKER CORP | 645,400 | $38.8M | 4.8% |
| BIDU BAIDU INC | 337,053 | $38.5M | 4.7% |
| IBN ICICI BANK LIMITED | 1,292,200 | $37.5M | 4.6% |
| MELI MERCADOLIBRE INC | 18,300 | $31.1M | 3.8% |
| BABA ALIBABA GROUP HLDG LTD | 320,500 | $30.8M | 3.8% |
| LMRI LUMEXA IMAGING HOLDINGS INC | 2,559,501 | $28.9M | 3.6% |
| CRCL CIRCLE INTERNET GROUP INC | 440,000 | $27.6M | 3.4% |
| FUTU FUTU HLDGS LTD | 228,700 | $21.4M | 2.6% |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 536,289 | $17.1M | 2.1% |
| FIGR FIGURE TECHNOLOGY SOLUTIO | 550,400 | $16.9M | 2.1% |
| TASK TASKUS INC | 3,512,150 | $16.4M | 2.0% |
| TTMI TTM TECHNOLOGIES INC | 86,500 | $16.2M | 2.0% |
| SHAK SHAKE SHACK INC | 178,100 | $10.0M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 7 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LRCX LAM RESEARCH CORP | 142,800 | $61.9M | 7.6% |
| WOLF WOLFSPEED INC | 902,100 | $43.5M | 5.4% |
| VSH VISHAY INTERTECHNOLOGY INC | 794,600 | $42.7M | 5.3% |
| BIDU BAIDU INC | 337,053 | $38.5M | 4.7% |
| LMRI LUMEXA IMAGING HOLDINGS INC | 2,559,501 | $28.9M | 3.6% |
| FIGR FIGURE TECHNOLOGY SOLUTIO | 550,400 | $16.9M | 2.1% |
| TTMI TTM TECHNOLOGIES INC | 86,500 | $16.2M | 2.0% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 16 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| CLS CELESTICA INC | 135,400 | $38.1M | 5.1% |
| RDDT REDDIT INC | 198,382 | $26.7M | 3.6% |
| OGN ORGANON & CO | 4,000,000 | $24.0M | 3.2% |
| XP XP INC | 1,132,200 | $21.6M | 2.9% |
| META META PLATFORMS INC | 34,000 | $19.5M | 2.6% |
| SMTC SEMTECH CORP | 217,200 | $16.7M | 2.3% |
| BKH BLACK HILLS CORP | 237,500 | $16.5M | 2.2% |
| SE SEA LTD | 174,000 | $14.4M | 1.9% |
| EA ELECTRONIC ARTS INC | 70,000 | $14.3M | 1.9% |
| SCHW SCHWAB CHARLES CORP | 146,000 | $13.7M | 1.9% |
| GS GOLDMAN SACHS GROUP INC | 16,000 | $13.5M | 1.8% |
| MSFT MICROSOFT CORP | 35,000 | $13.0M | 1.7% |
| C CITIGROUP INC | 107,000 | $12.1M | 1.6% |
| MS MORGAN STANLEY | 67,800 | $11.2M | 1.5% |
| BSX BOSTON SCIENTIFIC CORP | 136,000 | $8.5M | 1.2% |
| COMP COMPASS INC | 816,600 | $6.0M | 0.8% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AEVA AEVA TECHNOLOGIES INC | 1,200,000 | 1,649,438 | +37.5% | $47.4M |
| ROCKET COS INC | 2,031,500 | 2,602,700 | +28.1% | $41.0M |
| BRKR BRUKER CORP | 550,000 | 645,400 | +17.3% | $38.8M |
| CRCL CIRCLE INTERNET GROUP INC | 364,700 | 440,000 | +20.6% | $27.6M |
| TSEM TOWER SEMICONDUCTOR LTD | 185,400 | 190,900 | +3.0% | $49.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | 514,600 | 390,954 | -24.0% | $116.5M |
| AMZN AMAZON COM INC | 377,275 | 325,275 | -13.8% | $77.5M |
| ATAT ATOUR LIFESTYLE HLDGS LTD | 897,500 | 536,289 | -40.2% | $17.1M |
| TASK TASKUS INC | 3,734,665 | 3,512,150 | -6.0% | $16.4M |
CIK 1635999 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
