Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value: $455M (100.0% shares, 0.0% debt)

Holdings (18)

AMZN AMAZON COM INC 15.7%

Value $71.36M Shares 325,275 Est. Cost $119.09 Unrealized +71.8%

TASK TASKUS INC 10.7%

Value $48.81M Shares 2,881,513 Est. Cost $14.53 Unrealized -1.3%

SNAP SNAP INC 9.1%

Value $41.57M Shares 3,859,900 Est. Cost $12.99 Unrealized -13.2%

RDDT REDDIT INC 8.7%

Value $39.72M Shares 243,000 Est. Cost $56.88 Unrealized +117.0%

IBN ICICI BANK LIMITED 8.5%

Value $38.59M Shares 1,292,200 Est. Cost $10.90 Unrealized —

SE SEA LTD 7.8%

Value $35.59M Shares 335,400 Est. Cost $53.99 Unrealized —

MELI MERCADOLIBRE INC 6.8%

Value $31.12M Shares 18,300 Est. Cost $753.72 Unrealized +158.4%

BABA ALIBABA GROUP HLDG LTD 4.5%

Value $20.57M Shares 242,548 Est. Cost $98.92 Unrealized —

FUTU FUTU HLDGS LTD 4.4%

Value $19.98M Shares 249,800 Est. Cost $39.89 Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 4.2%

Value $18.89M Shares 349,400 Est. Cost $78.44 Unrealized —

— PENGUIN SOLUTIONS INC 3.8%

Value $17.36M Shares 904,587 Est. Cost $19.19 Unrealized —

DKNG DRAFTKINGS INC NEW 3.6%

Value $16.46M Shares 442,400 Est. Cost $39.68 Unrealized 0.0%

APLD APPLIED DIGITAL CORP 3.5%

Value $15.74M Shares 2,060,136 Est. Cost $5.94 Unrealized +39.8%

CZR CAESARS ENTERTAINMENT INC NE 2.2%

Value $10.03M Shares 300,000 Est. Cost $37.57 Unrealized +5.4%

CAR AVIS BUDGET GROUP 2.1%

Value $9.415M Shares 116,800 Est. Cost $166.71 Unrealized -45.3%

GOOG ALPHABET INC 1.8%

Value $8.22M Shares 43,163 Est. Cost $95.84 Unrealized +83.3%

BZ KANZHUN LIMITED 1.3%

Value $5.974M Shares 432,906 Est. Cost $18.81 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 1.1%

Value $5.136M Shares 191,000 Est. Cost $26.89 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	325,275	$71.36M	15.7%	$119.09	+71.8%	COM	023135106
TASK	TASKUS INC	2,881,513	$48.81M	10.7%	$14.53	-1.3%	CLASS A COM	87652V109
SNAP	SNAP INC	3,859,900	$41.57M	9.1%	$12.99	-13.2%	CL A	83304A106
RDDT	REDDIT INC	243,000	$39.72M	8.7%	$56.88	+117.0%	CL A	75734B100
IBN	ICICI BANK LIMITED	1,292,200	$38.59M	8.5%	$10.90	—	ADR	45104G104
SE	SEA LTD	335,400	$35.59M	7.8%	$53.99	—	SPONSORD ADS	81141R100
MELI	MERCADOLIBRE INC	18,300	$31.12M	6.8%	$753.72	+158.4%	COM	58733R102
BABA	ALIBABA GROUP HLDG LTD	242,548	$20.57M	4.5%	$98.92	—	SPONSORED ADS	01609W102
FUTU	FUTU HLDGS LTD	249,800	$19.98M	4.4%	$39.89	—	SPON ADS CL A	36118L106
SIMO	SILICON MOTION TECHNOLOGY CO	349,400	$18.89M	4.2%	$78.44	—	SPONSORED ADR	82706C108
—	PENGUIN SOLUTIONS INC	904,587	$17.36M	3.8%	$19.19	—	SHS	G8232Y101
DKNG	DRAFTKINGS INC NEW	442,400	$16.46M	3.6%	$39.68	0.0%	COM CL A	26142V105
APLD	APPLIED DIGITAL CORP	2,060,136	$15.74M	3.5%	$5.94	+39.8%	COM NEW	038169207
CZR	CAESARS ENTERTAINMENT INC NE	300,000	$10.03M	2.2%	$37.57	+5.4%	COM	12769G100
CAR	AVIS BUDGET GROUP	116,800	$9.415M	2.1%	$166.71	-45.3%	COM	053774105
GOOG	ALPHABET INC	43,163	$8.22M	1.8%	$95.84	+83.3%	CAP STK CL C	02079K107
BZ	KANZHUN LIMITED	432,906	$5.974M	1.3%	$18.81	—	SPONSORED ADS	48553T106
ATAT	ATOUR LIFESTYLE HLDGS LTD	191,000	$5.136M	1.1%	$26.89	—	SPONSORED ADS	04965M106