Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $513M (100.0% shares, 0.0% debt)

Holdings (21)

AMZN AMAZON COM INC 12.1%

Value $61.89M Shares 325,275 Est. Cost $119.09 Unrealized +82.2%

TASK TASKUS INC 8.6%

Value $44.34M Shares 3,253,358 Est. Cost $14.59 Unrealized +3.1%

SE SEA LTD 8.5%

Value $43.77M Shares 335,400 Est. Cost $53.99 Unrealized —

IBN ICICI BANK LIMITED 7.9%

Value $40.73M Shares 1,292,200 Est. Cost $10.90 Unrealized —

MELI MERCADOLIBRE INC 7.0%

Value $35.7M Shares 18,300 Est. Cost $753.72 Unrealized +163.4%

BABA ALIBABA GROUP HLDG LTD 6.3%

Value $32.07M Shares 242,548 Est. Cost $98.92 Unrealized —

RDDT REDDIT INC 5.5%

Value $28.11M Shares 268,000 Est. Cost $66.99 Unrealized +146.7%

FUTU FUTU HLDGS LTD 5.0%

Value $25.57M Shares 249,800 Est. Cost $39.89 Unrealized —

KGS KODIAK GAS SVCS INC 4.6%

Value $23.68M Shares 634,794 Est. Cost $42.63 Unrealized 0.0%

ATAT ATOUR LIFESTYLE HLDGS LTD 3.8%

Value $19.72M Shares 695,487 Est. Cost $27.95 Unrealized —

PDD PDD HOLDINGS INC 3.7%

Value $19.17M Shares 162,000 Est. Cost $118.35 Unrealized —

ZETA ZETA GLOBAL HOLDINGS CORP 3.7%

Value $19.13M Shares 1,410,457 Est. Cost $17.87 Unrealized 0.0%

SIMO SILICON MOTION TECHNOLOGY CO 3.4%

Value $17.67M Shares 349,400 Est. Cost $78.44 Unrealized —

SNAP SNAP INC 3.4%

Value $17.56M Shares 2,016,200 Est. Cost $12.99 Unrealized -19.8%

— PENGUIN SOLUTIONS INC 3.1%

Value $15.71M Shares 904,587 Est. Cost $19.19 Unrealized —

TCOM TRIP COM GROUP LTD 3.0%

Value $15.13M Shares 238,000 Est. Cost $63.58 Unrealized —

CLS CELESTICA INC 2.9%

Value $14.94M Shares 189,558 Est. Cost $106.09 Unrealized 0.0%

DKNG DRAFTKINGS INC NEW 2.9%

Value $14.69M Shares 442,400 Est. Cost $39.68 Unrealized +3.5%

CAR AVIS BUDGET GROUP 1.7%

Value $8.865M Shares 116,800 Est. Cost $166.71 Unrealized -51.8%

CZR CAESARS ENTERTAINMENT INC NE 1.5%

Value $7.5M Shares 300,000 Est. Cost $37.57 Unrealized -13.4%

GOOG ALPHABET INC 1.3%

Value $6.743M Shares 43,163 Est. Cost $95.84 Unrealized +90.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	325,275	$61.89M	12.1%	$119.09	+82.2%	COM	023135106
TASK	TASKUS INC	3,253,358	$44.34M	8.6%	$14.59	+3.1%	CLASS A COM	87652V109
SE	SEA LTD	335,400	$43.77M	8.5%	$53.99	—	SPONSORD ADS	81141R100
IBN	ICICI BANK LIMITED	1,292,200	$40.73M	7.9%	$10.90	—	ADR	45104G104
MELI	MERCADOLIBRE INC	18,300	$35.7M	7.0%	$753.72	+163.4%	COM	58733R102
BABA	ALIBABA GROUP HLDG LTD	242,548	$32.07M	6.3%	$98.92	—	SPONSORED ADS	01609W102
RDDT	REDDIT INC	268,000	$28.11M	5.5%	$66.99	+146.7%	CL A	75734B100
FUTU	FUTU HLDGS LTD	249,800	$25.57M	5.0%	$39.89	—	SPON ADS CL A	36118L106
KGS	KODIAK GAS SVCS INC	634,794	$23.68M	4.6%	$42.63	0.0%	COM	50012A108
ATAT	ATOUR LIFESTYLE HLDGS LTD	695,487	$19.72M	3.8%	$27.95	—	SPONSORED ADS	04965M106
PDD	PDD HOLDINGS INC	162,000	$19.17M	3.7%	$118.35	—	SPONSORED ADS	722304102
ZETA	ZETA GLOBAL HOLDINGS CORP	1,410,457	$19.13M	3.7%	$17.87	0.0%	CL A	98956A105
SIMO	SILICON MOTION TECHNOLOGY CO	349,400	$17.67M	3.4%	$78.44	—	SPONSORED ADR	82706C108
SNAP	SNAP INC	2,016,200	$17.56M	3.4%	$12.99	-19.8%	CL A	83304A106
—	PENGUIN SOLUTIONS INC	904,587	$15.71M	3.1%	$19.19	—	SHS	G8232Y101
TCOM	TRIP COM GROUP LTD	238,000	$15.13M	3.0%	$63.58	—	ADS	89677Q107
CLS	CELESTICA INC	189,558	$14.94M	2.9%	$106.09	0.0%	COM	15101Q207
DKNG	DRAFTKINGS INC NEW	442,400	$14.69M	2.9%	$39.68	+3.5%	COM CL A	26142V105
CAR	AVIS BUDGET GROUP	116,800	$8.865M	1.7%	$166.71	-51.8%	COM	053774105
CZR	CAESARS ENTERTAINMENT INC NE	300,000	$7.5M	1.5%	$37.57	-13.4%	COM	12769G100
GOOG	ALPHABET INC	43,163	$6.743M	1.3%	$95.84	+90.4%	CAP STK CL C	02079K107