Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $757M (100.0% shares, 0.0% debt)

Holdings (20)

RDDT REDDIT INC 10.1%

Value $76.36M Shares 332,000 Est. Cost $93.42 Unrealized +118.5%

AMZN AMAZON COM INC 9.4%

Value $71.42M Shares 325,275 Est. Cost $119.09 Unrealized +90.1%

TASK TASKUS INC 8.8%

Value $66.66M Shares 3,734,665 Est. Cost $14.67 Unrealized +17.9%

SMTC SEMTECH CORP 7.7%

Value $58.62M Shares 820,400 Est. Cost $54.29 Unrealized 0.0%

TTMI TTM TECHNOLOGIES INC 6.0%

Value $45.68M Shares 793,100 Est. Cost $46.47 Unrealized 0.0%

GTLB GITLAB INC 5.9%

Value $44.55M Shares 988,200 Est. Cost $45.73 Unrealized +0.0%

BABA ALIBABA GROUP HLDG LTD 5.7%

Value $43.35M Shares 242,548 Est. Cost $98.92 Unrealized —

MELI MERCADOLIBRE INC 5.7%

Value $42.77M Shares 18,300 Est. Cost $753.72 Unrealized +218.5%

MRVL MARVELL TECHNOLOGY INC 5.3%

Value $39.85M Shares 474,000 Est. Cost $73.50 Unrealized 0.0%

IBN ICICI BANK LIMITED 5.2%

Value $39.06M Shares 1,292,200 Est. Cost $10.90 Unrealized —

FUTU FUTU HLDGS LTD 5.1%

Value $38.75M Shares 222,800 Est. Cost $39.89 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 4.5%

Value $33.74M Shares 897,500 Est. Cost $28.98 Unrealized —

SE SEA LTD 4.1%

Value $31.1M Shares 174,000 Est. Cost $53.99 Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 3.6%

Value $27.43M Shares 289,300 Est. Cost $78.44 Unrealized —

CLS CELESTICA INC 3.2%

Value $24.34M Shares 98,800 Est. Cost $106.09 Unrealized +90.0%

COMP COMPASS INC 2.8%

Value $21.18M Shares 2,637,700 Est. Cost $8.10 Unrealized 0.0%

AVGO BROADCOM INC 2.1%

Value $15.6M Shares 47,300 Est. Cost $305.74 Unrealized 0.0%

SNAP SNAP INC 2.1%

Value $15.54M Shares 2,016,200 Est. Cost $12.99 Unrealized -36.2%

GOOG ALPHABET INC 1.4%

Value $10.51M Shares 43,163 Est. Cost $95.84 Unrealized +119.0%

QFIN QFIN HOLDINGS INC 1.3%

Value $10.07M Shares 349,900 Est. Cost $28.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RDDT	REDDIT INC	332,000	$76.36M	10.1%	$93.42	+118.5%	CL A	75734B100
AMZN	AMAZON COM INC	325,275	$71.42M	9.4%	$119.09	+90.1%	COM	023135106
TASK	TASKUS INC	3,734,665	$66.66M	8.8%	$14.67	+17.9%	CLASS A COM	87652V109
SMTC	SEMTECH CORP	820,400	$58.62M	7.7%	$54.29	0.0%	COM	816850101
TTMI	TTM TECHNOLOGIES INC	793,100	$45.68M	6.0%	$46.47	0.0%	COM	87305R109
GTLB	GITLAB INC	988,200	$44.55M	5.9%	$45.73	+0.0%	CLASS A COM	37637K108
BABA	ALIBABA GROUP HLDG LTD	242,548	$43.35M	5.7%	$98.92	—	SPONSORED ADS	01609W102
MELI	MERCADOLIBRE INC	18,300	$42.77M	5.7%	$753.72	+218.5%	COM	58733R102
MRVL	MARVELL TECHNOLOGY INC	474,000	$39.85M	5.3%	$73.50	0.0%	COM	573874104
IBN	ICICI BANK LIMITED	1,292,200	$39.06M	5.2%	$10.90	—	ADR	45104G104
FUTU	FUTU HLDGS LTD	222,800	$38.75M	5.1%	$39.89	—	SPON ADS CL A	36118L106
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$33.74M	4.5%	$28.98	—	SPONSORED ADS	04965M106
SE	SEA LTD	174,000	$31.1M	4.1%	$53.99	—	SPONSORD ADS	81141R100
SIMO	SILICON MOTION TECHNOLOGY CO	289,300	$27.43M	3.6%	$78.44	—	SPONSORED ADR	82706C108
CLS	CELESTICA INC	98,800	$24.34M	3.2%	$106.09	+90.0%	COM	15101Q207
COMP	COMPASS INC	2,637,700	$21.18M	2.8%	$8.10	0.0%	CL A	20464U100
AVGO	BROADCOM INC	47,300	$15.6M	2.1%	$305.74	0.0%	COM	11135F101
SNAP	SNAP INC	2,016,200	$15.54M	2.1%	$12.99	-36.2%	CL A	83304A106
GOOG	ALPHABET INC	43,163	$10.51M	1.4%	$95.84	+119.0%	CAP STK CL C	02079K107
QFIN	QFIN HOLDINGS INC	349,900	$10.07M	1.3%	$28.78	—	AMERICAN DEP	88557W101