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Think Investments LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $846,693,417
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $116,461,287
- AMAZON COM INC · COM · 023135106 · shares: $77,526,044
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $61,879,524
- TOWER SEMICONDUCTOR LTD · SHS NEW · M87915274 · shares: $49,756,176
- AEVA TECHNOLOGIES INC · COM NEW · 00835Q202 · shares: $47,371,859
- WOLFSPEED INC · COMMON STOCK · 97785W106 · shares: $43,526,325
- VISHAY INTERTECHNOLOGY INC · COM · 928298108 · shares: $42,733,588
- ROCKET COS INC · COM CL A · 77311W101 · shares: $40,992,525
- BRUKER CORP · COM · 116794108 · shares: $38,840,172
- BAIDU INC · SPON ADR REP A · 056752108 · shares: $38,521,787
Reported holdings
22 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 390,954 shares | $116,461,287 |
| AMAZON COM INC | COM | 023135106 | — | 325,275 shares | $77,526,044 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 142,800 shares | $61,879,524 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 190,900 shares | $49,756,176 |
| AEVA TECHNOLOGIES INC | COM NEW | 00835Q202 | — | 1,649,438 shares | $47,371,859 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 902,100 shares | $43,526,325 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 794,600 shares | $42,733,588 |
| ROCKET COS INC | COM CL A | 77311W101 | — | 2,602,700 shares | $40,992,525 |
| BRUKER CORP | COM | 116794108 | — | 645,400 shares | $38,840,172 |
| BAIDU INC | SPON ADR REP A | 056752108 | — | 337,053 shares | $38,521,787 |
| ICICI BANK LIMITED | ADR | 45104G104 | — | 1,292,200 shares | $37,512,566 |
| ALPHABET INC | CAP STK CL C | 02079K107 | CALL | 100,000 shares | $35,333,000 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 18,300 shares | $31,062,237 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 320,500 shares | $30,761,590 |
| LUMEXA IMAGING HOLDINGS INC | COM | 550249106 | — | 2,559,501 shares | $28,871,171 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | — | 440,000 shares | $27,557,200 |
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | — | 228,700 shares | $21,438,338 |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | — | 536,289 shares | $17,053,990 |
| FIGURE TECHNOLOGY SOLUTIO | COM CL A | 349381103 | — | 550,400 shares | $16,902,784 |
| TASKUS INC | CLASS A COM | 87652V109 | — | 3,512,150 shares | $16,436,862 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 86,500 shares | $16,177,230 |
| SHAKE SHACK INC | CL A | 819047101 | — | 178,100 shares | $9,977,162 |