Think Investments LP — 13F Holdings & Portfolio
CIK 1635999 · latest 13F-HR filed 2026-08-14
Think Investments LP manages $846.7M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MRVL (13.75%), AMZN (9.16%), LRCX (7.31%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 16, added to 6, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BUILDING C, SUITE CM-420
SAN FRANCISCO, CA 94129
$846.7M
Long-equity book
22
Distinct positions
2026-06-30
Filed 2026-08-14
+7 / −16 / ↑6 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MARVELL TECHNOLOGY INC$65.5M +128.5%
- AEVA TECHNOLOGIES INC$31.6M +200.0%
- BRUKER CORP$19.0M +95.5%
- TOWER SEMICONDUCTOR LTD$17.2M +52.9%
- ROCKET COS INC$12.0M +41.6%
Top Trims
- ATOUR LIFESTYLE HLDGS LTD-$16.0M -48.4%
- FUTU HLDGS LTD-$9.8M -31.5%
- ALIBABA GROUP HLDG LTD-$9.4M -23.5%
- TASKUS INC-$8.6M -34.4%
- CIRCLE INTERNET GROUP INC-$7.2M -20.8%
New Positions
- LAM RESEARCH CORP$61.9M
- WOLFSPEED INC$43.5M
- VISHAY INTERTECHNOLOGY INC$42.7M
- BAIDU INC$38.5M
- LUMEXA IMAGING HOLDINGS INC$28.9M
Exited Positions
- CELESTICA INC$38.1M
- REDDIT INC$26.7M
- ORGANON & CO$24.0M
- XP INC$21.6M
- META PLATFORMS INC$19.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $116.5M | 13.75% | 390,954 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $77.5M | 9.16% | 325,275 | SH |
| 3 | LAM RESEARCH CORP | LRCX | 512807306 | $61.9M | 7.31% | 142,800 | SH |
| 4 | TOWER SEMICONDUCTOR LTD | TSEM | M87915274 | $49.8M | 5.88% | 190,900 | SH |
| 5 | AEVA TECHNOLOGIES INC | AEVA | 00835Q202 | $47.4M | 5.59% | 1,649,438 | SH |
| 6 | WOLFSPEED INC | WOLF | 97785W106 | $43.5M | 5.14% | 902,100 | SH |
| 7 | VISHAY INTERTECHNOLOGY INC | VSH | 928298108 | $42.7M | 5.05% | 794,600 | SH |
| 8 | ROCKET COS INC | RKT | 77311W101 | $41.0M | 4.84% | 2,602,700 | SH |
| 9 | BRUKER CORP | BRKR | 116794108 | $38.8M | 4.59% | 645,400 | SH |
| 10 | BAIDU INC | BIDU | 056752108 | $38.5M | 4.55% | 337,053 | SH |
| 11 | ICICI BANK LIMITED | IBN | 45104G104 | $37.5M | 4.43% | 1,292,200 | SH |
| 12 | ALPHABET INC Call | GOOG | 02079K107 | $35.3M | 4.17% | 100,000 | SH |
| 13 | MERCADOLIBRE INC | MELI | 58733R102 | $31.1M | 3.67% | 18,300 | SH |
| 14 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $30.8M | 3.63% | 320,500 | SH |
| 15 | LUMEXA IMAGING HOLDINGS INC | LMRI | 550249106 | $28.9M | 3.41% | 2,559,501 | SH |
| 16 | CIRCLE INTERNET GROUP INC | CRCL | 172573107 | $27.6M | 3.25% | 440,000 | SH |
| 17 | FUTU HLDGS LTD | FUTU | 36118L106 | $21.4M | 2.53% | 228,700 | SH |
| 18 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 04965M106 | $17.1M | 2.01% | 536,289 | SH |
| 19 | FIGURE TECHNOLOGY SOLUTIO | FIGR | 349381103 | $16.9M | 2.00% | 550,400 | SH |
| 20 | TASKUS INC | TASK | 87652V109 | $16.4M | 1.94% | 3,512,150 | SH |
| 21 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $16.2M | 1.91% | 86,500 | SH |
| 22 | SHAKE SHACK INC | SHAK | 819047101 | $10.0M | 1.18% | 178,100 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $846.7M | 22 | 0001635999-26-000004 |
| 2026-03-31 | 2026-05-15 | $762.5M | 31 | 0001635999-26-000002 |
| 2025-12-31 | 2026-02-17 | $897.3M | 26 | 0001635999-26-000001 |
| 2025-09-30 | 2025-11-14 | $756.6M | 20 | 0001635999-25-000009 |