Think Investments LP
Think Investments LP reported 22 holdings worth US$847M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Think Investments LP reported 22 holdings worth US$847M as of Jun 30, 2026. Largest: Marvell Technology, Inc., Amazon.com, Inc. and Lam Research Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$847M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Marvell Technology, Inc. | 391K | US$116M | 13.8% |
| Amazon.com, Inc. | 325K | US$77.5M | 9.2% |
| Lam Research Corporation | 143K | US$61.9M | 7.3% |
| Aeva Technologies, Inc. | 1.65M | US$47.4M | 5.6% |
| Wolfspeed, Inc. | 902K | US$43.5M | 5.1% |
| Vishay Intertechnology, Inc. | 795K | US$42.7M | 5.0% |
| Rocket Companies, Inc. | 2.6M | US$41M | 4.8% |
| Bruker Corporation | 645K | US$38.8M | 4.6% |
| Icici Bank Limited | 1.29M | US$37.5M | 4.4% |
| Mercadolibre, Inc. | 18,300 | US$31.1M | 3.7% |
| Lumexa Imaging Holdings, Inc. | 2.56M | US$28.9M | 3.4% |
| Circle Internet Group, Inc. | 440K | US$27.6M | 3.3% |
| Figure Technology Solutions, Inc. | 550K | US$16.9M | 2.0% |
| Taskus, Inc. | 3.51M | US$16.4M | 1.9% |
| Ttm Technologies, Inc. | 86,500 | US$16.2M | 1.9% |
| Shake Shack, Inc. | 178K | US$9.98M | 1.2% |
| Organon & Co. | 0 | US$0 | 0.00% |
| Reddit, Inc. | 0 | US$0 | 0.00% |
| Charles Schwab Corporation (the) | 0 | US$0 | 0.00% |
| Semtech Corporation | 0 | US$0 | 0.00% |
| Xp Inc. | 0 | US$0 | 0.00% |
| Black Hills Corporation | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
| Compass, Inc. | 0 | US$0 | 0.00% |
| Electronic Arts Inc. | 0 | US$0 | 0.00% |
| Goldman Sachs Group, Inc. (the) | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Morgan Stanley | 0 | US$0 | 0.00% |
Source
View original at SEC
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