Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value: $438M (100.0% shares, 0.0% debt)

Holdings (21)

BABA ALIBABA GROUP HLDG LTD 9.4%

Value $41.22M Shares 403,400 Est. Cost $108.82 Unrealized —

IBN ICICI BANK LIMITED 7.9%

Value $34.53M Shares 1,600,000 Est. Cost $10.90 Unrealized —

QCOM QUALCOMM INC 7.8%

Value $34.32M Shares 269,000 Est. Cost $78.60 Unrealized +48.1%

MELI MERCADOLIBRE INC 7.0%

Value $30.84M Shares 23,400 Est. Cost $753.72 Unrealized +50.9%

XYZ BLOCK INC 6.5%

Value $28.57M Shares 416,200 Est. Cost $73.90 Unrealized +1.3%

AMZN AMAZON COM INC 6.4%

Value $27.89M Shares 270,000 Est. Cost $120.23 Unrealized -19.6%

GOOG ALPHABET INC 6.1%

Value $26.5M Shares 254,800 Est. Cost $95.84 Unrealized 0.0%

SE SEA LTD 5.4%

Value $23.55M Shares 272,100 Est. Cost $46.93 Unrealized —

TASK TASKUS INC 5.1%

Value $22.38M Shares 1,549,787 Est. Cost $17.58 Unrealized -1.0%

FUTU FUTU HLDGS LTD 5.1%

Value $22.18M Shares 427,700 Est. Cost $37.78 Unrealized —

CAR AVIS BUDGET GROUP 5.0%

Value $21.85M Shares 112,157 Est. Cost $197.19 Unrealized -3.3%

GTLB GITLAB INC 4.6%

Value $19.92M Shares 580,800 Est. Cost $43.93 Unrealized 0.0%

BEKE KE HLDGS INC 4.3%

Value $18.88M Shares 1,001,900 Est. Cost $13.79 Unrealized —

NU NU HLDGS LTD 3.7%

Value $16.3M Shares 3,424,700 Est. Cost $4.56 Unrealized -2.4%

— KRANESHARES TR 3.6%

Value $15.6M Shares 500,000 Est. Cost — Unrealized —

HDB HDFC BANK LTD 3.4%

Value $14.95M Shares 224,247 Est. Cost $58.42 Unrealized —

TAL TAL EDUCATION GROUP 2.5%

Value $10.9M Shares 1,700,000 Est. Cost $10.16 Unrealized —

ZG ZILLOW GROUP INC 2.3%

Value $10.19M Shares 233,233 Est. Cost $46.42 Unrealized -10.4%

APP APPLOVIN CORP 2.3%

Value $9.876M Shares 627,052 Est. Cost $13.11 Unrealized 0.0%

NXDR NEXTDOOR HOLDINGS INC 0.9%

Value $4.044M Shares 1,880,985 Est. Cost $9.88 Unrealized -78.4%

YTRA YATRA ONLINE INC 0.7%

Value $3.192M Shares 1,400,000 Est. Cost $2.58 Unrealized -14.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	403,400	$41.22M	9.4%	$108.82	—	SPONSORED ADS	01609W102
IBN	ICICI BANK LIMITED	1,600,000	$34.53M	7.9%	$10.90	—	ADR	45104G104
QCOM	QUALCOMM INC	269,000	$34.32M	7.8%	$78.60	+48.1%	COM	747525103
MELI	MERCADOLIBRE INC	23,400	$30.84M	7.0%	$753.72	+50.9%	COM	58733R102
XYZ	BLOCK INC	416,200	$28.57M	6.5%	$73.90	+1.3%	CL A	852234103
AMZN	AMAZON COM INC	270,000	$27.89M	6.4%	$120.23	-19.6%	COM	023135106
GOOG	ALPHABET INC	254,800	$26.5M	6.1%	$95.84	0.0%	CAP STK CL C	02079K107
SE	SEA LTD	272,100	$23.55M	5.4%	$46.93	—	SPONSORD ADS	81141R100
TASK	TASKUS INC	1,549,787	$22.38M	5.1%	$17.58	-1.0%	CLASS A COM	87652V109
FUTU	FUTU HLDGS LTD	427,700	$22.18M	5.1%	$37.78	—	SPON ADS CL A	36118L106
CAR	AVIS BUDGET GROUP	112,157	$21.85M	5.0%	$197.19	-3.3%	COM	053774105
GTLB	GITLAB INC	580,800	$19.92M	4.6%	$43.93	0.0%	CLASS A COM	37637K108
BEKE	KE HLDGS INC	1,001,900	$18.88M	4.3%	$13.79	—	SPONSORED ADS	482497104
NU	NU HLDGS LTD	3,424,700	$16.3M	3.7%	$4.56	-2.4%	ORD SHS CL A	G6683N103
—	KRANESHARES TR	500,000	$15.6M	3.6%	—	—	Call	500767907
HDB	HDFC BANK LTD	224,247	$14.95M	3.4%	$58.42	—	SPONSORED ADS	40415F101
TAL	TAL EDUCATION GROUP	1,700,000	$10.9M	2.5%	$10.16	—	SPONSORED ADS	874080104
ZG	ZILLOW GROUP INC	233,233	$10.19M	2.3%	$46.42	-10.4%	CL A	98954M101
APP	APPLOVIN CORP	627,052	$9.876M	2.3%	$13.11	0.0%	COM CL A	03831W108
NXDR	NEXTDOOR HOLDINGS INC	1,880,985	$4.044M	0.9%	$9.88	-78.4%	COM CL A	65345M108
YTRA	YATRA ONLINE INC	1,400,000	$3.192M	0.7%	$2.58	-14.0%	ORD SHS	G98338109