Holdings
Think Investments LP
As of Jun 30, 2026, Think Investments LP reported 16 positions worth US$654M. Largest: Marvell Technology, Inc., Amazon.com, Inc. and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Marvell Technology, Inc. | 391K | US$116M | −124K | Jun 30, 2026 |
| Amazon.com, Inc. | 325K | US$77.5M | −52,000 | Jun 30, 2026 |
| Lam Research Corporation | 143K | US$61.9M | new | Jun 30, 2026 |
| Aeva Technologies, Inc. | 1.65M | US$47.4M | +449K | Jun 30, 2026 |
| Wolfspeed, Inc. | 902K | US$43.5M | new | Jun 30, 2026 |
| Vishay Intertechnology, Inc. | 795K | US$42.7M | new | Jun 30, 2026 |
| Rocket Companies, Inc. | 2.6M | US$41M | +571K | Jun 30, 2026 |
| Bruker Corporation | 645K | US$38.8M | +95,400 | Jun 30, 2026 |
| Icici Bank Limited | 1.29M | US$37.5M | no change | Jun 30, 2026 |
| Mercadolibre, Inc. | 18,300 | US$31.1M | no change | Jun 30, 2026 |