Think Investments as of March 31, 2022
Portfolio Holdings for Think Investments
Think Investments holds 23 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 13.9 | $49M | 409k | 119.79 | |
| Icici Bank Adr (IBN) | 13.1 | $46M | 2.4M | 18.94 | |
| Amazon (AMZN) | 12.5 | $44M | 14k | 3259.93 | |
| Qualcomm (QCOM) | 11.3 | $40M | 261k | 152.82 | |
| Avis Budget (CAR) | 6.6 | $23M | 89k | 263.30 | |
| Nextdoor Holdings Com Cl A (KIND) | 5.1 | $18M | 3.0M | 5.99 | |
| Opendoor Technologies (OPEN) | 4.9 | $17M | 2.0M | 8.65 | |
| Ribbit Leap Shs Cl A | 4.8 | $17M | 1.7M | 9.87 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.8 | $14M | 413k | 32.56 | |
| MercadoLibre (MELI) | 3.8 | $13M | 11k | 1189.47 | |
| Zillow Group Cl A (ZG) | 3.2 | $11M | 233k | 48.23 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.1 | $11M | 102k | 108.80 | |
| Twilio Cl A (TWLO) | 2.3 | $8.2M | 50k | 164.82 | |
| Dragoneer Growth Opt Corp Ii Cl A Shs | 2.2 | $7.8M | 800k | 9.80 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.9 | $6.7M | 540k | 12.37 | |
| Tal Education Group Sponsored Ads (TAL) | 1.6 | $5.8M | 1.9M | 3.01 | |
| Cassava Sciences (SAVA) | 1.6 | $5.6M | 151k | 37.14 | |
| Rocket Lab Usa (RKLB) | 1.4 | $4.9M | 605k | 8.05 | |
| Li-cycle Holdings Corp Common Shares (LICY) | 1.3 | $4.5M | 537k | 8.45 | |
| Lucid Group (LCID) | 0.7 | $2.5M | 100k | 25.40 | |
| Snowflake Cl A (SNOW) | 0.5 | $1.6M | 7.0k | 229.14 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $641k | 13k | 49.31 | |
| Ribbit Leap *w Exp 09/09/202 | 0.0 | $176k | 345k | 0.51 |
