Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $897M (100.0% shares, 0.0% debt)

Holdings (26)

AMZN AMAZON COM INC 8.4%

Value $75.08M Shares 325,275 Est. Cost $119.09 Unrealized +92.1%

MRVL MARVELL TECHNOLOGY INC 7.1%

Value $63.55M Shares 747,811 Est. Cost $78.61 Unrealized +11.3%

BKH BLACK HILLS CORP 6.2%

Value $55.54M Shares 800,000 Est. Cost $66.47 Unrealized 0.0%

SMTC SEMTECH CORP 5.5%

Value $49.11M Shares 666,400 Est. Cost $54.29 Unrealized +30.7%

BABA ALIBABA GROUP HLDG LTD 5.2%

Value $46.98M Shares 320,500 Est. Cost $110.51 Unrealized —

RDDT REDDIT INC 5.1%

Value $45.6M Shares 198,382 Est. Cost $93.42 Unrealized +125.1%

TASK TASKUS INC 4.9%

Value $44.03M Shares 3,734,665 Est. Cost $14.67 Unrealized -12.9%

CORZ CORE SCIENTIFIC INC NEW 4.5%

Value $40.76M Shares 2,799,600 Est. Cost $17.44 Unrealized 0.0%

IBN ICICI BANK LIMITED 4.3%

Value $38.51M Shares 1,292,200 Est. Cost $10.90 Unrealized —

TTMI TTM TECHNOLOGIES INC 4.2%

Value $38.05M Shares 551,504 Est. Cost $46.47 Unrealized +40.4%

BKH BLACK HILLS CORP 4.2%

Value $37.32M Shares 537,637 Est. Cost $66.47 Unrealized 0.0%

GTLB GITLAB INC 4.1%

Value $37.09M Shares 988,200 Est. Cost $45.73 Unrealized -5.3%

MELI MERCADOLIBRE INC 4.1%

Value $36.86M Shares 18,300 Est. Cost $753.72 Unrealized +178.7%

ATAT ATOUR LIFESTYLE HLDGS LTD 3.9%

Value $35.36M Shares 897,500 Est. Cost $28.98 Unrealized —

CRCL CIRCLE INTERNET GROUP INC 3.2%

Value $28.92M Shares 364,700 Est. Cost $103.35 Unrealized 0.0%

NU NU HLDGS LTD 3.2%

Value $28.46M Shares 1,700,000 Est. Cost — Unrealized —

CLS CELESTICA INC 3.0%

Value $27.28M Shares 92,300 Est. Cost $106.09 Unrealized +184.1%

RKT ROCKET COS INC 3.0%

Value $27.1M Shares 1,400,000 Est. Cost $17.88 Unrealized 0.0%

SIMO SILICON MOTION TECHNOLOGY CO 3.0%

Value $26.82M Shares 289,300 Est. Cost $78.44 Unrealized —

FUTU FUTU HLDGS LTD 2.9%

Value $25.76M Shares 156,900 Est. Cost $39.89 Unrealized —

MRVL MARVELL TECHNOLOGY INC 2.8%

Value $25.49M Shares 300,000 Est. Cost $78.61 Unrealized +11.3%

COMP COMPASS INC 2.5%

Value $22.39M Shares 2,117,900 Est. Cost $8.10 Unrealized +12.6%

SE SEA LTD 2.5%

Value $22.2M Shares 174,000 Est. Cost $53.99 Unrealized —

QFIN QFIN HOLDINGS INC 0.8%

Value $6.743M Shares 349,900 Est. Cost $28.78 Unrealized —

BE BLOOM ENERGY CORP 0.7%

Value $6.499M Shares 74,800 Est. Cost $105.07 Unrealized 0.0%

CORZ CORE SCIENTIFIC INC NEW 0.6%

Value $5.824M Shares 400,000 Est. Cost $17.44 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	325,275	$75.08M	8.4%	$119.09	+92.1%	COM	023135106
MRVL	MARVELL TECHNOLOGY INC	747,811	$63.55M	7.1%	$78.61	+11.3%	COM	573874104
BKH	BLACK HILLS CORP	800,000	$55.54M	6.2%	$66.47	0.0%	Call	092113109
SMTC	SEMTECH CORP	666,400	$49.11M	5.5%	$54.29	+30.7%	COM	816850101
BABA	ALIBABA GROUP HLDG LTD	320,500	$46.98M	5.2%	$110.51	—	SPONSORED ADS	01609W102
RDDT	REDDIT INC	198,382	$45.6M	5.1%	$93.42	+125.1%	CL A	75734B100
TASK	TASKUS INC	3,734,665	$44.03M	4.9%	$14.67	-12.9%	CLASS A COM	87652V109
CORZ	CORE SCIENTIFIC INC NEW	2,799,600	$40.76M	4.5%	$17.44	0.0%	COM	21874A106
IBN	ICICI BANK LIMITED	1,292,200	$38.51M	4.3%	$10.90	—	ADR	45104G104
TTMI	TTM TECHNOLOGIES INC	551,504	$38.05M	4.2%	$46.47	+40.4%	COM	87305R109
BKH	BLACK HILLS CORP	537,637	$37.32M	4.2%	$66.47	0.0%	COM	092113109
GTLB	GITLAB INC	988,200	$37.09M	4.1%	$45.73	-5.3%	CLASS A COM	37637K108
MELI	MERCADOLIBRE INC	18,300	$36.86M	4.1%	$753.72	+178.7%	COM	58733R102
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$35.36M	3.9%	$28.98	—	SPONSORED ADS	04965M106
CRCL	CIRCLE INTERNET GROUP INC	364,700	$28.92M	3.2%	$103.35	0.0%	COM CL A	172573107
NU	NU HLDGS LTD	1,700,000	$28.46M	3.2%	—	—	Call	G6683N103
CLS	CELESTICA INC	92,300	$27.28M	3.0%	$106.09	+184.1%	COM	15101Q207
RKT	ROCKET COS INC	1,400,000	$27.1M	3.0%	$17.88	0.0%	COM CL A	77311W101
SIMO	SILICON MOTION TECHNOLOGY CO	289,300	$26.82M	3.0%	$78.44	—	SPONSORED ADR	82706C108
FUTU	FUTU HLDGS LTD	156,900	$25.76M	2.9%	$39.89	—	SPON ADS CL A	36118L106
MRVL	MARVELL TECHNOLOGY INC	300,000	$25.49M	2.8%	$78.61	+11.3%	Call	573874104
COMP	COMPASS INC	2,117,900	$22.39M	2.5%	$8.10	+12.6%	CL A	20464U100
SE	SEA LTD	174,000	$22.2M	2.5%	$53.99	—	SPONSORD ADS	81141R100
QFIN	QFIN HOLDINGS INC	349,900	$6.743M	0.8%	$28.78	—	AMERICAN DEP	88557W101
BE	BLOOM ENERGY CORP	74,800	$6.499M	0.7%	$105.07	0.0%	COM CL A	093712107
CORZ	CORE SCIENTIFIC INC NEW	400,000	$5.824M	0.6%	$17.44	0.0%	Call	21874A106