Think Investments LP

Q3 2025 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    20

  • Value ($000)

    $756,585

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001635999
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RDDT
RDDT

REDDIT INC

CL A
75734B100
$76.36 M
10 %

332,000

AMZN
AMZN

AMAZON COM INC

COM
023135106
$71.42 M
9 %

325,275

TASK
TASK

TASKUS INC

CLASS A COM
87652V109
$66.66 M
9 %

3,734,665

SMTC
SMTC

SEMTECH CORP

COM
816850101
$58.62 M
8 %

820,400

TTMI
TTMI

TTM TECHNOLOGIES INC

COM
87305R109
$45.68 M
6 %

793,100

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$44.55 M
6 %

988,200

BABA
BABA

ALIBABA GROUP HLDG LTD

SPONSORED ADS
01609W102
$43.35 M
6 %

242,548

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$42.77 M
6 %

18,300

MRVL
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$39.85 M
5 %

474,000

IBN
IBN

ICICI BANK LIMITED

ADR
45104G104
$39.06 M
5 %

1,292,200

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