Think Investments as of Dec. 31, 2023
Portfolio Holdings for Think Investments
Think Investments holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Block Cl A (SQ) | 13.9 | $60M | 769k | 77.35 | |
| Amazon (AMZN) | 11.8 | $51M | 333k | 151.94 | |
| Icici Bank Adr (IBN) | 8.9 | $38M | 1.6M | 23.84 | |
| Avis Budget (CAR) | 7.9 | $34M | 191k | 177.26 | |
| MercadoLibre (MELI) | 6.7 | $29M | 18k | 1571.54 | |
| Thoughtworks Holding (TWKS) | 5.7 | $24M | 5.0M | 4.81 | |
| Tal Education Group Sponsored Ads (TAL) | 5.6 | $24M | 1.9M | 12.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.9 | $21M | 150k | 140.93 | |
| Taskus Class A Com (TASK) | 4.5 | $19M | 1.5M | 13.07 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.4 | $19M | 243k | 77.51 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 4.1 | $17M | 319k | 54.63 | |
| Sentinelone Cl A (S) | 3.6 | $15M | 558k | 27.44 | |
| Zillow Group Cl A (ZG) | 3.1 | $13M | 233k | 56.72 | |
| Sea Sponsord Ads (SE) | 2.6 | $11M | 272k | 40.50 | |
| Kraneshares Tr Csi Chi Internet Call Option (KWEB) | 2.5 | $11M | 400k | 27.00 | |
| Nextracker Class A Com (NXT) | 2.2 | $9.5M | 202k | 46.85 | |
| Array Technologies Com Shs (ARRY) | 2.1 | $8.9M | 530k | 16.80 | |
| Acm Resh Com Cl A (ACMR) | 1.9 | $8.2M | 418k | 19.54 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.6 | $7.0M | 432k | 16.21 | |
| Hashicorp Com Cl A (HCP) | 1.4 | $6.1M | 257k | 23.64 | |
| Yatra Online Ord Shs (YTRA) | 0.5 | $2.1M | 1.3M | 1.63 | |
| Nextdoor Holdings Com Cl A (KIND) | 0.1 | $405k | 215k | 1.89 |
