Think Investments LP Diversified Active

CIK: 0001635999 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $454,510 (100.0% shares, 0.0% debt)

Holdings (18)

AMZN AMAZON COM INC 15.7%

Value ($000) $71,362 Shares 325,275 Est. Cost $119.09 Unrealized +71.8%

TASK TASKUS INC 10.7%

Value ($000) $48,813 Shares 2,881,513 Est. Cost $14.53 Unrealized -1.3%

SNAP SNAP INC 9.1%

Value ($000) $41,571 Shares 3,859,900 Est. Cost $12.99 Unrealized -13.2%

RDDT REDDIT INC 8.7%

Value ($000) $39,716 Shares 243,000 Est. Cost $56.88 Unrealized +117.0%

IBN ICICI BANK LIMITED 8.5%

Value ($000) $38,585 Shares 1,292,200 Est. Cost $10.90 Unrealized —

SE SEA LTD 7.8%

Value ($000) $35,586 Shares 335,400 Est. Cost $53.99 Unrealized —

MELI MERCADOLIBRE INC 6.8%

Value ($000) $31,118 Shares 18,300 Est. Cost $753.72 Unrealized +158.4%

BABA ALIBABA GROUP HLDG LTD 4.5%

Value ($000) $20,566 Shares 242,548 Est. Cost $98.92 Unrealized —

FUTU FUTU HLDGS LTD 4.4%

Value ($000) $19,982 Shares 249,800 Est. Cost $39.89 Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 4.2%

Value ($000) $18,885 Shares 349,400 Est. Cost $78.44 Unrealized —

— PENGUIN SOLUTIONS INC 3.8%

Value ($000) $17,359 Shares 904,587 Est. Cost $19.19 Unrealized —

DKNG DRAFTKINGS INC NEW 3.6%

Value ($000) $16,457 Shares 442,400 Est. Cost $39.68 Unrealized 0.0%

APLD APPLIED DIGITAL CORP 3.5%

Value ($000) $15,739 Shares 2,060,136 Est. Cost $5.94 Unrealized +39.8%

CZR CAESARS ENTERTAINMENT INC NE 2.2%

Value ($000) $10,026 Shares 300,000 Est. Cost $37.57 Unrealized +5.4%

CAR AVIS BUDGET GROUP 2.1%

Value ($000) $9,415 Shares 116,800 Est. Cost $166.71 Unrealized -45.3%

GOOG ALPHABET INC 1.8%

Value ($000) $8,220 Shares 43,163 Est. Cost $95.84 Unrealized +83.3%

BZ KANZHUN LIMITED 1.3%

Value ($000) $5,974 Shares 432,906 Est. Cost $18.81 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 1.1%

Value ($000) $5,136 Shares 191,000 Est. Cost $26.89 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	325,275	$71,362	15.7%	$119.09	+71.8%	COM	023135106
TASK	TASKUS INC	2,881,513	$48,813	10.7%	$14.53	-1.3%	CLASS A COM	87652V109
SNAP	SNAP INC	3,859,900	$41,571	9.1%	$12.99	-13.2%	CL A	83304A106
RDDT	REDDIT INC	243,000	$39,716	8.7%	$56.88	+117.0%	CL A	75734B100
IBN	ICICI BANK LIMITED	1,292,200	$38,585	8.5%	$10.90	—	ADR	45104G104
SE	SEA LTD	335,400	$35,586	7.8%	$53.99	—	SPONSORD ADS	81141R100
MELI	MERCADOLIBRE INC	18,300	$31,118	6.8%	$753.72	+158.4%	COM	58733R102
BABA	ALIBABA GROUP HLDG LTD	242,548	$20,566	4.5%	$98.92	—	SPONSORED ADS	01609W102
FUTU	FUTU HLDGS LTD	249,800	$19,982	4.4%	$39.89	—	SPON ADS CL A	36118L106
SIMO	SILICON MOTION TECHNOLOGY CO	349,400	$18,885	4.2%	$78.44	—	SPONSORED ADR	82706C108
—	PENGUIN SOLUTIONS INC	904,587	$17,359	3.8%	$19.19	—	SHS	G8232Y101
DKNG	DRAFTKINGS INC NEW	442,400	$16,457	3.6%	$39.68	0.0%	COM CL A	26142V105
APLD	APPLIED DIGITAL CORP	2,060,136	$15,739	3.5%	$5.94	+39.8%	COM NEW	038169207
CZR	CAESARS ENTERTAINMENT INC NE	300,000	$10,026	2.2%	$37.57	+5.4%	COM	12769G100
CAR	AVIS BUDGET GROUP	116,800	$9,415	2.1%	$166.71	-45.3%	COM	053774105
GOOG	ALPHABET INC	43,163	$8,220	1.8%	$95.84	+83.3%	CAP STK CL C	02079K107
BZ	KANZHUN LIMITED	432,906	$5,974	1.3%	$18.81	—	SPONSORED ADS	48553T106
ATAT	ATOUR LIFESTYLE HLDGS LTD	191,000	$5,136	1.1%	$26.89	—	SPONSORED ADS	04965M106