Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $762M (100.0% shares, 0.0% debt)

Holdings (31)

AMZN AMAZON COM INC 10.3%

Value $78.58M Shares 377,275 Est. Cost $133.94 Unrealized +69.4%

MRVL MARVELL TECHNOLOGY INC 6.7%

Value $50.97M Shares 514,600 Est. Cost $78.61 Unrealized +3.1%

BABA ALIBABA GROUP HLDG LTD 5.3%

Value $40.21M Shares 320,500 Est. Cost $110.51 Unrealized —

CLS CELESTICA INC 5.0%

Value $38.14M Shares 135,400 Est. Cost $168.12 Unrealized +79.0%

CRCL CIRCLE INTERNET GROUP INC 4.6%

Value $34.8M Shares 364,700 Est. Cost $103.35 Unrealized -32.5%

IBN ICICI BANK LIMITED 4.4%

Value $33.47M Shares 1,292,200 Est. Cost $10.90 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 4.3%

Value $33.04M Shares 897,500 Est. Cost $28.98 Unrealized —

TSEM TOWER SEMICONDUCTOR LTD 4.3%

Value $32.53M Shares 185,400 Est. Cost $128.86 Unrealized 0.0%

MELI MERCADOLIBRE INC 4.1%

Value $31.64M Shares 18,300 Est. Cost $753.72 Unrealized +174.2%

FUTU FUTU HLDGS LTD 4.1%

Value $31.28M Shares 228,700 Est. Cost $70.30 Unrealized —

RKT ROCKET COS INC 3.8%

Value $28.95M Shares 2,031,500 Est. Cost $18.59 Unrealized +8.4%

RDDT REDDIT INC 3.5%

Value $26.71M Shares 198,382 Est. Cost $93.42 Unrealized +103.0%

TASK TASKUS INC 3.3%

Value $25.06M Shares 3,734,665 Est. Cost $14.67 Unrealized -25.3%

OGN ORGANON & CO 3.1%

Value $23.96M Shares 4,000,000 Est. Cost $8.22 Unrealized 0.0%

Value $21.56M Shares 1,132,200 Est. Cost $19.34 Unrealized 0.0%

BKH BLACK HILLS CORP 2.7%

Value $20.82M Shares 300,000 Est. Cost $66.47 Unrealized +8.2%

BRKR BRUKER CORP 2.6%

Value $19.87M Shares 550,000 Est. Cost $45.39 Unrealized 0.0%

META META PLATFORMS INC 2.6%

Value $19.45M Shares 34,000 Est. Cost $655.57 Unrealized 0.0%

SMTC SEMTECH CORP 2.2%

Value $16.7M Shares 217,200 Est. Cost $54.29 Unrealized +51.9%

BKH BLACK HILLS CORP 2.2%

Value $16.48M Shares 237,500 Est. Cost $66.47 Unrealized +8.2%

AEVA AEVA TECHNOLOGIES INC 2.1%

Value $15.79M Shares 1,200,000 Est. Cost $15.02 Unrealized 0.0%

SHAK SHAKE SHACK INC 2.1%

Value $15.76M Shares 178,100 Est. Cost $92.97 Unrealized 0.0%

SE SEA LTD 1.9%

Value $14.41M Shares 174,000 Est. Cost $53.99 Unrealized —

EA ELECTRONIC ARTS INC 1.9%

Value $14.27M Shares 70,000 Est. Cost $202.53 Unrealized 0.0%

SCHW SCHWAB CHARLES CORP 1.8%

Value $13.72M Shares 146,000 Est. Cost $100.12 Unrealized 0.0%

GS GOLDMAN SACHS GROUP INC 1.8%

Value $13.54M Shares 16,000 Est. Cost $932.60 Unrealized 0.0%

MSFT MICROSOFT CORP 1.7%

Value $12.96M Shares 35,000 Est. Cost $434.61 Unrealized 0.0%

C CITIGROUP INC 1.6%

Value $12.13M Shares 107,000 Est. Cost $116.18 Unrealized 0.0%

MS MORGAN STANLEY 1.5%

Value $11.16M Shares 67,800 Est. Cost $179.67 Unrealized 0.0%

BSX BOSTON SCIENTIFIC CORP 1.1%

Value $8.534M Shares 136,000 Est. Cost $85.82 Unrealized 0.0%

COMP COMPASS INC 0.8%

Value $5.969M Shares 816,600 Est. Cost $8.10 Unrealized +45.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	377,275	$78.58M	10.3%	$133.94	+69.4%	COM	023135106
MRVL	MARVELL TECHNOLOGY INC	514,600	$50.97M	6.7%	$78.61	+3.1%	COM	573874104
BABA	ALIBABA GROUP HLDG LTD	320,500	$40.21M	5.3%	$110.51	—	SPONSORED ADS	01609W102
CLS	CELESTICA INC	135,400	$38.14M	5.0%	$168.12	+79.0%	COM	15101Q207
CRCL	CIRCLE INTERNET GROUP INC	364,700	$34.8M	4.6%	$103.35	-32.5%	COM CL A	172573107
IBN	ICICI BANK LIMITED	1,292,200	$33.47M	4.4%	$10.90	—	ADR	45104G104
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$33.04M	4.3%	$28.98	—	SPONSORED ADS	04965M106
TSEM	TOWER SEMICONDUCTOR LTD	185,400	$32.53M	4.3%	$128.86	0.0%	SHS NEW	M87915274
MELI	MERCADOLIBRE INC	18,300	$31.64M	4.1%	$753.72	+174.2%	COM	58733R102
FUTU	FUTU HLDGS LTD	228,700	$31.28M	4.1%	$70.30	—	SPON ADS CL A	36118L106
RKT	ROCKET COS INC	2,031,500	$28.95M	3.8%	$18.59	+8.4%	COM CL A	77311W101
RDDT	REDDIT INC	198,382	$26.71M	3.5%	$93.42	+103.0%	CL A	75734B100
TASK	TASKUS INC	3,734,665	$25.06M	3.3%	$14.67	-25.3%	CLASS A COM	87652V109
OGN	ORGANON & CO	4,000,000	$23.96M	3.1%	$8.22	0.0%	COMMON STOCK	68622V106
XP	XP INC	1,132,200	$21.56M	2.8%	$19.34	0.0%	CL A	G98239109
BKH	BLACK HILLS CORP	300,000	$20.82M	2.7%	$66.47	+8.2%	Call	092113109
BRKR	BRUKER CORP	550,000	$19.87M	2.6%	$45.39	0.0%	COM	116794108
META	META PLATFORMS INC	34,000	$19.45M	2.6%	$655.57	0.0%	CL A	30303M102
SMTC	SEMTECH CORP	217,200	$16.7M	2.2%	$54.29	+51.9%	COM	816850101
BKH	BLACK HILLS CORP	237,500	$16.48M	2.2%	$66.47	+8.2%	COM	092113109
AEVA	AEVA TECHNOLOGIES INC	1,200,000	$15.79M	2.1%	$15.02	0.0%	COM NEW	00835Q202
SHAK	SHAKE SHACK INC	178,100	$15.76M	2.1%	$92.97	0.0%	CL A	819047101
SE	SEA LTD	174,000	$14.41M	1.9%	$53.99	—	SPONSORD ADS	81141R100
EA	ELECTRONIC ARTS INC	70,000	$14.27M	1.9%	$202.53	0.0%	COM	285512109
SCHW	SCHWAB CHARLES CORP	146,000	$13.72M	1.8%	$100.12	0.0%	COM	808513105
GS	GOLDMAN SACHS GROUP INC	16,000	$13.54M	1.8%	$932.60	0.0%	COM	38141G104
MSFT	MICROSOFT CORP	35,000	$12.96M	1.7%	$434.61	0.0%	COM	594918104
C	CITIGROUP INC	107,000	$12.13M	1.6%	$116.18	0.0%	COM NEW	172967424
MS	MORGAN STANLEY	67,800	$11.16M	1.5%	$179.67	0.0%	COM NEW	617446448
BSX	BOSTON SCIENTIFIC CORP	136,000	$8.534M	1.1%	$85.82	0.0%	COM	101137107
COMP	COMPASS INC	816,600	$5.969M	0.8%	$8.10	+45.1%	CL A	20464U100