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CIK: 0001635999
Total reported value
$846.7M
$846.7M
17 檔
29.3%
During the Q3 2024 filing period, Think Investments LP (CIK: 0001635999) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $846.7M across 17 reported positions.
In Q3 2024, Think Investments LP adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TWKSEUR | Thoughtworks Holding Inc | Stock-Other | 12.45% | — | +93.12% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.85% | -1.15% | — | |
| 3 | SNAP | Snap Inc - A | Stock-Comm Services | 9.39% | — | +36.09% | |
| 4 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 7.54% | +0.04% | -19.24% | |
| 5 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 7.34% | -0.48% | — | |
| 6 | SE | Sea Ltd-adr | Stock-Comm Services | 7.05% | -1.89% | EXIT | |
| 7 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 6.74% | -3.50% | EXIT | |
| 8 | FUTU | Futu Holdings Ltd-adr | Stock-Financials | 6.46% | -1.57% | — | |
| 9 | TASK | Taskus Inc-a | Stock-Other | 6.36% | -1.35% | +38.52% | |
| 10 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 5.77% | -1.64% | +14.78% | |
| 11 | CAR | Avis Budget Group Inc | Stock-Other | 5.26% | — | — | |
| 12 | SIMO | Silicon Motion Technol-adr | Stock-Other | 4.15% | — | — | |
| 13 | APLD | Applied Digital CORP | Stock-Tech | 2.61% | — | — | |
| 14 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 2.45% | — | — | |
| 15 | XYZ | Block Inc | Stock-Financials | 1.72% | — | -77.01% | |
| 16 | BZ | Kanzhun LTD - Adr | Stock-Other | 1.47% | — | -25.36% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +4.17% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TWKSEUR | Thoughtworks Holding Inc | +8.1% | +93.12% | Add |
| 2 | APLD | Applied Digital CORP | +2.6% | NEW | New buy |
| 3 | BABA | Alibaba Group Holding-sp Adr | +2.2% | +14.78% | Add |
| 4 | RDDT | Reddit Inc-cl A | +1.9% | +43.40% | Add |
| 5 | FUTU | Futu Holdings Ltd-adr | +1.8% | — | Unchanged |
| 6 | SE | Sea Ltd-adr | +1.4% | — | Unchanged |
| 7 | TASK | Taskus Inc-a | +1.4% | +38.52% | Add |
| 8 | MELI | Mercadolibre Inc | +1.2% | — | Unchanged |
| 9 | CZR | Caesars Entertainment Inc | — | — | Unchanged |
| 10 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 11 | VOO | Vanguard S&P 500 ETF | -0.3% | EXIT | Sold out |
| 12 | BZ | Kanzhun LTD - Adr | -0.8% | -25.36% | Trim |
| 13 | AMZN | Amazon.com Inc | -1.1% | — | Unchanged |
| 14 | BEKE | Ke Holdings Inc-adr | -1.3% | EXIT | Sold out |
| 15 | CAR | Avis Budget Group Inc | -1.4% | — | Unchanged |
| 16 | SIMO | Silicon Motion Technol-adr | -1.7% | — | Unchanged |
| 17 | SNAP | Snap Inc - A | -1.9% | +36.09% | Add |
| 18 | IBN | Icici Bank Ltd-spon Adr | -2% | -19.24% | Trim |
| 19 | TAL | Tal Education Group- Adr | -2% | EXIT | Sold out |
| 20 | ZG | Zillow Group Inc - A | -2.2% | EXIT | Sold out |
| 21 | XYZ | Block Inc | -5.8% | -77.01% | Trim |
According to official SEC Form 13F filings, Think Investments LP reported a total U.S. public equity portfolio value of $846.7M across 17 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TWKSEUR, AMZN, SNAP) accounted for 29.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
APLD
市值: $13.4M
Top Position Liquidated / Trimmed
ZG
前期市值: $10.5M
During Q3 2024, Think Investments LP's top holdings by market value included TWKSEUR (12.4%)、AMZN (11.8%)、SNAP (9.4%). The largest single position, TWKSEUR, represented 12.4% of total portfolio value.
In Q3 2024, Think Investments LP made 13 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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