Think Investments LP Diversified Active

CIK: 0001635999 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value ($000): $190,264 (100.0% shares, 0.0% debt)

Holdings (8)

AMZN AMAZON COM INC 19.8%

Value ($000) $37,767 Shares 42,600 Est. Cost $27.16 Unrealized +53.4%

PODD INSULET CORP 19.7%

Value ($000) $37,431 Shares 868,676 Est. Cost $30.33 Unrealized +41.4%

JD JD COM INC 15.1%

Value ($000) $28,652 Shares 921,000 Est. Cost $31.11 Unrealized —

— OASIS PETE INC NEW 14.8%

Value ($000) $28,121 Shares 1,972,000 Est. Cost $9.87 Unrealized —

QSR RESTAURANT BRANDS INTL INC 9.4%

Value ($000) $17,954 Shares 322,100 Est. Cost $52.35 Unrealized 0.0%

MMYT MAKEMYTRIP LIMITED MAURITIUS 7.4%

Value ($000) $14,012 Shares 404,958 Est. Cost $17.30 Unrealized +85.5%

PSTG PURE STORAGE INC 6.9%

Value ($000) $13,187 Shares 1,341,500 Est. Cost $11.08 Unrealized 0.0%

— GULFPORT ENERGY CORP 6.9%

Value ($000) $13,140 Shares 764,400 Est. Cost $21.64 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	42,600	$37,767	19.8%	$27.16	+53.4%	COM	023135106
PODD	INSULET CORP	868,676	$37,431	19.7%	$30.33	+41.4%	COM	45784P101
JD	JD COM INC	921,000	$28,652	15.1%	$31.11	—	SPON ADR CL A	47215P106
—	OASIS PETE INC NEW	1,972,000	$28,121	14.8%	$9.87	—	COM	674215108
QSR	RESTAURANT BRANDS INTL INC	322,100	$17,954	9.4%	$52.35	0.0%	COM	76131D103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	404,958	$14,012	7.4%	$17.30	+85.5%	SHS	V5633W109
PSTG	PURE STORAGE INC	1,341,500	$13,187	6.9%	$11.08	0.0%	CL A	74624M102
—	GULFPORT ENERGY CORP	764,400	$13,140	6.9%	$21.64	—	COM NEW	402635304