Think Investments as of Sept. 30, 2020
Portfolio Holdings for Think Investments
Think Investments holds 21 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 14.0 | $76M | 493k | 154.04 | |
| Amazon (AMZN) | 9.2 | $50M | 16k | 3148.73 | |
| Insulet Corporation (PODD) | 8.8 | $48M | 202k | 236.59 | |
| Icici Bank Adr Call Option (IBN) | 7.2 | $39M | 3.9M | 9.83 | |
| Qualcomm (QCOM) | 6.7 | $37M | 311k | 117.68 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.5 | $30M | 102k | 293.98 | |
| American Express Company (AXP) | 5.1 | $28M | 277k | 100.25 | |
| Roku Com Cl A (ROKU) | 5.1 | $28M | 146k | 188.80 | |
| Tempur-Pedic International (TPX) | 4.9 | $27M | 297k | 89.19 | |
| MercadoLibre (MELI) | 4.9 | $26M | 24k | 1082.47 | |
| Zillow Group Cl A (ZG) | 4.8 | $26M | 258k | 101.54 | |
| Ribbit Leap Unit 99/99/9999 | 4.1 | $22M | 1.7M | 13.00 | |
| Pinduoduo Sponsored Ads (PDD) | 3.9 | $21M | 284k | 74.15 | |
| Dropbox Cl A (DBX) | 2.7 | $14M | 750k | 19.26 | |
| Humanigen Com New (HGENQ) | 2.6 | $14M | 1.3M | 10.64 | |
| Zillow Group Cl C Cap Stk (Z) | 2.6 | $14M | 140k | 101.59 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 2.3 | $13M | 442k | 28.62 | |
| Dragoneer Growth Opportun Unit 08/18/2027 | 2.0 | $11M | 899k | 12.25 | |
| Snowflake Cl A (SNOW) | 1.3 | $7.0M | 28k | 251.00 | |
| Arbutus Biopharma (ABUS) | 1.2 | $6.3M | 2.0M | 3.13 | |
| Gsx Techedu Sponsored Ads (GOTU) | 1.0 | $5.7M | 63k | 90.11 |
