Think Investments LP Diversified Active

CIK: 0001635999 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value ($000): $298,005 (100.0% shares, 0.0% debt)

Holdings (14)

IBN ICICI BK LTD 14.9%

Value ($000) $44,409 Shares 3,527,300 Est. Cost $11.67 Unrealized —

AMZN AMAZON COM INC 13.9%

Value ($000) $41,281 Shares 21,800 Est. Cost $27.16 Unrealized +243.0%

Z ZILLOW GROUP INC 11.6%

Value ($000) $34,601 Shares 745,864 Est. Cost $39.83 Unrealized 0.0%

MELI MERCADOLIBRE INC 10.8%

Value ($000) $32,301 Shares 52,800 Est. Cost $444.44 Unrealized +25.2%

PODD INSULET CORP 9.8%

Value ($000) $29,320 Shares 245,600 Est. Cost $30.33 Unrealized +238.0%

BABA ALIBABA GROUP HLDG LTD 8.6%

Value ($000) $25,689 Shares 151,600 Est. Cost $160.76 Unrealized —

QCOM QUALCOMM INC 7.8%

Value ($000) $23,120 Shares 303,933 Est. Cost $51.55 Unrealized +21.6%

SE SEA LTD 6.4%

Value ($000) $19,085 Shares 574,500 Est. Cost $33.22 Unrealized —

DBX DROPBOX INC 6.3%

Value ($000) $18,788 Shares 750,000 Est. Cost $30.21 Unrealized -23.5%

UBER UBER TECHNOLOGIES INC 3.9%

Value ($000) $11,595 Shares 250,000 Est. Cost $42.45 Unrealized 0.0%

— TILRAY INC 2.4%

Value ($000) $7,031 Shares 151,000 Est. Cost $46.56 Unrealized —

— OASIS PETE INC NEW 2.2%

Value ($000) $6,669 Shares 1,174,200 Est. Cost $7.60 Unrealized —

— BEST INC 0.9%

Value ($000) $2,755 Shares 500,000 Est. Cost $11.97 Unrealized —

PINS PINTEREST INC 0.5%

Value ($000) $1,361 Shares 50,000 Est. Cost $27.32 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IBN	ICICI BK LTD	3,527,300	$44,409	14.9%	$11.67	—	ADR	45104G104
AMZN	AMAZON COM INC	21,800	$41,281	13.9%	$27.16	+243.0%	COM	023135106
Z	ZILLOW GROUP INC	745,864	$34,601	11.6%	$39.83	0.0%	CL C CAP STK	98954M200
MELI	MERCADOLIBRE INC	52,800	$32,301	10.8%	$444.44	+25.2%	COM	58733R102
PODD	INSULET CORP	245,600	$29,320	9.8%	$30.33	+238.0%	COM	45784P101
BABA	ALIBABA GROUP HLDG LTD	151,600	$25,689	8.6%	$160.76	—	SPONSORED ADS	01609W102
QCOM	QUALCOMM INC	303,933	$23,120	7.8%	$51.55	+21.6%	COM	747525103
SE	SEA LTD	574,500	$19,085	6.4%	$33.22	—	SPONSORED ADS	81141R100
DBX	DROPBOX INC	750,000	$18,788	6.3%	$30.21	-23.5%	CL A	26210C104
UBER	UBER TECHNOLOGIES INC	250,000	$11,595	3.9%	$42.45	0.0%	COM	90353T100
—	TILRAY INC	151,000	$7,031	2.4%	$46.56	—	COM CL 2	88688T100
—	OASIS PETE INC NEW	1,174,200	$6,669	2.2%	$7.60	—	COM	674215108
—	BEST INC	500,000	$2,755	0.9%	$11.97	—	SPONSORED ADS	08653C106
PINS	PINTEREST INC	50,000	$1,361	0.5%	$27.32	0.0%	CL A	72352L106