Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Jun 9, 2016

Total Value: $248M (100.0% shares, 0.0% debt)

Holdings (8)

AMZN AMAZON COM INC 28.5%

Value $70.76M Shares 119,200 Est. Cost $27.16 Unrealized +4.5%

— MASONITE INTL CORP NEW 16.7%

Value $41.51M Shares 633,700 Est. Cost $62.52 Unrealized —

PODD INSULET CORP 14.7%

Value $36.53M Shares 1,101,600 Est. Cost $30.33 Unrealized +3.5%

— OASIS PETE INC NEW 13.5%

Value $33.41M Shares 4,588,538 Est. Cost $9.88 Unrealized —

— SIX FLAGS ENTMT CORP NEW 9.7%

Value $24.14M Shares 435,000 Est. Cost $50.56 Unrealized —

BABA ALIBABA GROUP HLDG LTD 8.0%

Value $19.8M Shares 250,500 Est. Cost $87.22 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 4.4%

Value $10.95M Shares 605,300 Est. Cost $17.93 Unrealized 0.0%

— GRUBHUB INC 4.4%

Value $10.89M Shares 433,300 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	119,200	$70.76M	28.5%	$27.16	+4.5%	COM	023135106
—	MASONITE INTL CORP NEW	633,700	$41.51M	16.7%	$62.52	—	COM	575385109
PODD	INSULET CORP	1,101,600	$36.53M	14.7%	$30.33	+3.5%	COM	45784P101
—	OASIS PETE INC NEW	4,588,538	$33.41M	13.5%	$9.88	—	COM	674215108
—	SIX FLAGS ENTMT CORP NEW	435,000	$24.14M	9.7%	$50.56	—	COM	83001A102
BABA	ALIBABA GROUP HLDG LTD	250,500	$19.8M	8.0%	$87.22	—	SPONSORED ADS	01609W102
MMYT	MAKEMYTRIP LIMITED MAURITIUS	605,300	$10.95M	4.4%	$17.93	0.0%	SHS	V5633W109
—	GRUBHUB INC	433,300	$10.89M	4.4%	—	—	Call	400110902