Think Investments LP Diversified Active

Location: San Francisco, CA

CIK: 0001635999 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $577M (100.0% shares, 0.0% debt)

Holdings (21)

AMZN AMAZON COM INC 12.4%

Value $71.36M Shares 325,275 Est. Cost $119.09 Unrealized +66.2%

TASK TASKUS INC 10.8%

Value $62.59M Shares 3,734,665 Est. Cost $14.67 Unrealized +3.8%

MELI MERCADOLIBRE INC 8.3%

Value $47.83M Shares 18,300 Est. Cost $753.72 Unrealized +209.8%

IBN ICICI BANK LIMITED 7.5%

Value $43.47M Shares 1,292,200 Est. Cost $10.90 Unrealized —

RDDT REDDIT INC 7.0%

Value $40.35M Shares 268,000 Est. Cost $66.99 Unrealized +69.2%

GTLB GITLAB INC 5.4%

Value $31M Shares 687,100 Est. Cost $45.73 Unrealized 0.0%

FUTU FUTU HLDGS LTD 5.4%

Value $30.87M Shares 249,800 Est. Cost $39.89 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 5.1%

Value $29.18M Shares 897,500 Est. Cost $28.98 Unrealized —

SE SEA LTD 4.8%

Value $27.83M Shares 174,000 Est. Cost $53.99 Unrealized —

BABA ALIBABA GROUP HLDG LTD 4.8%

Value $27.51M Shares 242,548 Est. Cost $98.92 Unrealized —

PDD PDD HOLDINGS INC 4.6%

Value $26.81M Shares 256,200 Est. Cost $113.32 Unrealized —

SIMO SILICON MOTION TECHNOLOGY CO 4.6%

Value $26.26M Shares 349,400 Est. Cost $78.44 Unrealized —

CLS CELESTICA INC 4.0%

Value $23.14M Shares 148,200 Est. Cost $106.09 Unrealized +0.2%

DKNG DRAFTKINGS INC NEW 3.3%

Value $18.97M Shares 442,400 Est. Cost $39.68 Unrealized -9.6%

— PENGUIN SOLUTIONS INC 3.1%

Value $17.92M Shares 904,587 Est. Cost $19.19 Unrealized —

SNAP SNAP INC 3.0%

Value $17.52M Shares 2,016,200 Est. Cost $12.99 Unrealized -36.1%

FSLR FIRST SOLAR INC 1.7%

Value $9.601M Shares 58,000 Est. Cost $147.64 Unrealized 0.0%

CZR CAESARS ENTERTAINMENT INC NE 1.5%

Value $8.517M Shares 300,000 Est. Cost $37.57 Unrealized -27.7%

GOOG ALPHABET INC 1.3%

Value $7.657M Shares 43,163 Est. Cost $95.84 Unrealized +72.0%

REAL THE REALREAL INC 0.7%

Value $4.299M Shares 897,547 Est. Cost $5.50 Unrealized 0.0%

CAR AVIS BUDGET GROUP 0.7%

Value $4.209M Shares 24,900 Est. Cost $166.71 Unrealized -35.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	325,275	$71.36M	12.4%	$119.09	+66.2%	COM	023135106
TASK	TASKUS INC	3,734,665	$62.59M	10.8%	$14.67	+3.8%	CLASS A COM	87652V109
MELI	MERCADOLIBRE INC	18,300	$47.83M	8.3%	$753.72	+209.8%	COM	58733R102
IBN	ICICI BANK LIMITED	1,292,200	$43.47M	7.5%	$10.90	—	ADR	45104G104
RDDT	REDDIT INC	268,000	$40.35M	7.0%	$66.99	+69.2%	CL A	75734B100
GTLB	GITLAB INC	687,100	$31M	5.4%	$45.73	0.0%	CLASS A COM	37637K108
FUTU	FUTU HLDGS LTD	249,800	$30.87M	5.4%	$39.89	—	SPON ADS CL A	36118L106
ATAT	ATOUR LIFESTYLE HLDGS LTD	897,500	$29.18M	5.1%	$28.98	—	SPONSORED ADS	04965M106
SE	SEA LTD	174,000	$27.83M	4.8%	$53.99	—	SPONSORD ADS	81141R100
BABA	ALIBABA GROUP HLDG LTD	242,548	$27.51M	4.8%	$98.92	—	SPONSORED ADS	01609W102
PDD	PDD HOLDINGS INC	256,200	$26.81M	4.6%	$113.32	—	SPONSORED ADS	722304102
SIMO	SILICON MOTION TECHNOLOGY CO	349,400	$26.26M	4.6%	$78.44	—	SPONSORED ADR	82706C108
CLS	CELESTICA INC	148,200	$23.14M	4.0%	$106.09	+0.2%	COM	15101Q207
DKNG	DRAFTKINGS INC NEW	442,400	$18.97M	3.3%	$39.68	-9.6%	COM CL A	26142V105
—	PENGUIN SOLUTIONS INC	904,587	$17.92M	3.1%	$19.19	—	SHS	G8232Y101
SNAP	SNAP INC	2,016,200	$17.52M	3.0%	$12.99	-36.1%	CL A	83304A106
FSLR	FIRST SOLAR INC	58,000	$9.601M	1.7%	$147.64	0.0%	COM	336433107
CZR	CAESARS ENTERTAINMENT INC NE	300,000	$8.517M	1.5%	$37.57	-27.7%	COM	12769G100
GOOG	ALPHABET INC	43,163	$7.657M	1.3%	$95.84	+72.0%	CAP STK CL C	02079K107
REAL	THE REALREAL INC	897,547	$4.299M	0.7%	$5.50	0.0%	COM	88339P101
CAR	AVIS BUDGET GROUP	24,900	$4.209M	0.7%	$166.71	-35.4%	COM	053774105